Know which final wishes leads are ready for an arrangement meeting
Guide families through burial or cremation preference, service type, and budget or payment questions, then collect any existing will or advance directive before staff book an arrangement meeting.
The exact intake your final wishes documentation leads complete
This is the real 5-question guided intake for Final Wishes Documentation — the same flow your customers finish before you ever pick up the phone.
What a qualified final wishes documentation lead should tell you
A guided intake for individuals or family members recording burial, service, and budget preferences ahead of need, capturing who has legal authority to act and whether any documents already exist.
- Documenting Final Wishes
- Any Final Wishes Already
- Topics Want Documentation Cover
- Person Legally Authorized Make
- Have Any Existing Documents,
The questions your team needs answered
Every final wishes documentation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who are you documenting final wishes for? | Knowing whether someone is documenting for themselves, a spouse, or a relative tells staff who to address during the arrangement meeting and whether another party needs to be looped in. |
| Have any final wishes already been discussed or written down previously? | The stage of prior discussion, from nothing yet to fully written but unformalized, shows staff how much of the documentation work is already done versus starting fresh. |
| Which topics do you want the documentation to cover? | Each selected topic carries its own weight, so a family choosing burial preference and budget details scores higher than one that only marks "Not sure yet." |
| Are you the person legally authorized to make these arrangements? | A yes carries a weight of 9 versus 3 for no, since only a legally authorized person can finalize the arrangements without further verification. |
| Do you have any existing documents, such as a will or advance directive, related to these wishes? | Confirming whether a will or advance directive already exists tells staff whether the meeting should focus on reviewing a document or gathering preferences from scratch. |
How Cliont scores final wishes documentation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Burial or cremation preference
- Type of memorial or funeral service
- Religious or cultural elements
- Budget or payment preferences
- Person Legally Authorized Make: yes
Urgency signals
- Partially written down
Disqualifiers
- Not sure yet
See the lead your team receives
Final Wishes Documentation Lead
From first click to qualified lead
Follow hosts and planners through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the event
Smart questions adapt to their event and capture the full scope.
They add inspiration
Inspiration photos and event details come attached, so you can quote fast.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for final wishes documentation workflows
| Cliont capability | Final Wishes Documentation application |
|---|---|
| Multi-select topic capture | When a family selects burial or cremation preference, service type, religious elements, or budget preferences, each choice adds weight so leads covering more topics score higher than a vague inquiry. |
| Conditional flagging on authorization | A no answer on legal authorization scores lower than a yes, letting staff spot leads that need another family member involved before an arrangement meeting is confirmed. |
| Document reference capture | The intake notes whether an existing will or advance directive already exists so staff can prepare to review it instead of starting the conversation blind. |
| CRM handoff | Completed final wishes intakes are sent to your CRM with the authorization status and topic selections attached, instead of staff being dispatched before those details are confirmed. |
Common final wishes documentation lead scenarios
Adult child documenting for a parent
Nothing has been written down yet, so the intake walks through every topic from scratch and flags whether this person is legally authorized to finalize decisions.
Spouse formalizing verbal wishes
Wishes were discussed but never written, so the answers focus on turning a verbal understanding into a documented record rather than starting over.
Family unsure what to include
Selecting "Not sure yet" on topic coverage signals the family needs guidance across burial, service, and budget questions before the meeting rather than a quick sign-off.
Relative without legal authority
Someone documenting wishes for another person answers no to legal authorization, so staff know to confirm who else needs to be involved before dispatching an arrangement meeting.
Existing will needs formalizing
The family already has a written but informal record and an existing will or advance directive, so the intake routes straight to reviewing and formalizing documents rather than gathering preferences from zero.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book events
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More preplanning intake templates
Final Wishes Documentation lead-intake FAQs
How does the intake handle someone documenting wishes for a parent or relative instead of themselves?
The intake first asks who the wishes are being documented for, then separately confirms whether that person is legally authorized to make the arrangements, so staff know exactly who they're coordinating with before a meeting is set.
What happens if the family already discussed wishes verbally but never wrote anything down?
The intake distinguishes between nothing started, verbal-only discussions, partial notes, and a fully written but unformalized record, so your team can see how much documentation work actually remains.
Can the intake still qualify a lead if the family doesn't know what to include yet?
Yes, "Not sure yet" is one of the topic options, and it still scores the lead so an undecided family isn't filtered out, just flagged as needing more guidance during the meeting.
What documents does the intake ask families to have ready?
It asks whether an existing will or advance directive related to these wishes already exists, so staff know before the meeting whether they'll be reviewing a document or starting a conversation from scratch.
Does legal authorization affect how a lead is scored or routed?
Yes, confirming legal authorization carries more weight than a no answer, since only an authorized person can finalize the documented wishes without pulling in another family member first.
How is this different from the Funeral Preplanning or Prepaid Funeral Plan intake?
Final Wishes Documentation focuses on recording preferences and legal authority before any service or payment commitment, while Funeral Preplanning and Prepaid Funeral Plan intakes move further into service selection and pricing.
Turn final wishes documentation visitors into qualified events
Give every final wishes documentation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.