Spot which life care planning leads have real authority to act
Ask prospective clients about long-term care funding, Medicaid guidance, asset protection, and whether they have authority to act on the care recipient's behalf—so you see the real matter before offering a consultation.
The exact intake your life care planning leads complete
This is the real 7-question guided intake for Life Care Planning — the same flow your customers finish before you ever pick up the phone.
What a qualified life care planning lead should tell you
Legal planning to arrange and pay for long-term care needs—covering Medicaid eligibility, asset protection, and related documents like powers of attorney—for an aging or ill family member.
- Seeking Help Or Paying
- Person Needing Care Age
- Want Guidance On Medicaid
- Help Protecting Savings, Home,
- There Make Or Update
- Person Needing Care U.S.
- Person Needing Care, Or
The questions your team needs answered
Every life care planning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you seeking help planning or paying for long-term care (such as in-home care, assisted living, or a nursing home) for yourself or a family member? | This is the core intent signal—without an active need to plan or pay for long-term care, there is no life care planning matter to take. |
| Is the person needing care currently age 60 or older, or living with a serious illness or disability that may require ongoing care? | Confirming age or illness ties the request to a genuine long-term care situation rather than general estate planning. |
| Do you want guidance on Medicaid or other benefits to help cover long-term care costs? | Medicaid and benefits guidance is a distinct, heavily-weighted need that often determines the scope and complexity of the engagement. |
| Do you need help protecting savings, a home, or other assets while planning for long-term care costs? | Asset protection needs signal a matter with financial complexity that may require more specialized elder law work. |
| Is there a need to make or update key documents like a power of attorney, health care decision form, will, or trust as part of this planning? | Document needs like powers of attorney or health care forms indicate concrete deliverables the firm can scope immediately. |
| Is the person needing care a U.S. resident and planning to receive care in the United States? | U.S. residency and care location determine which state Medicaid rules and benefit programs are even relevant to the matter. |
| Are you the person needing care, or do you have permission to seek help on their behalf (for example, you are a spouse, adult child, caregiver, or have legal authority)? | Confirming authority to act filters out inquiries from people with no standing to engage the firm on the care recipient's behalf. |
How Cliont scores life care planning leads
Every answer is weighted automatically — no manual review required.
Value signals
- Seeking Help Or Paying: yes
- Person Needing Care Age: yes
- Want Guidance On Medicaid: yes
- Help Protecting Savings, Home,: yes
- There Make Or Update: yes
- Person Needing Care U.S.: yes
See the lead your team receives
Life Care Planning Lead
From first click to qualified lead
Follow people and businesses seeking counsel 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 matter
Smart questions adapt to their matter and capture the full scope.
They share the documents
The facts, dates, and any paperwork come attached, so you can assess the matter before the consultation.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for life care planning workflows
| Cliont capability | Life Care Planning application |
|---|---|
| Conditional question logic | Surfaces whether the lead has authority to act for the care recipient before asking deeper questions about Medicaid, assets, or document needs. |
| Weighted lead scoring | Weighs residency, care need, and authority-to-act answers heavily so a stranger inquiring without permission scores well below a spouse or adult child with a clear care need. |
| CRM routing | Sends qualified life care planning matters straight to your CRM with each catalog answer attached, so your team sees Medicaid, asset protection, and document needs before the first call. |
| Guided multi-step form | Walks prospective clients through care need, funding, asset protection, and documents in sequence rather than a single long form, reducing drop-off on a sensitive topic. |
Common life care planning lead scenarios
Adult child planning for a parent
The lead confirms they have permission to act for a parent age 60+ and want help with Medicaid and asset protection—an intake mix that flags high value across nearly every catalog field.
Spouse facing nursing home costs
A spouse seeking guidance on paying for a nursing home and protecting the family home answers yes on care need, Medicaid, and asset protection, but may still need documents drafted.
Document-only request
The person wants a power of attorney or health care form updated but has not indicated any current long-term care need, so the intake still captures whether care planning is part of the picture.
Care needed outside the U.S.
The care recipient plans to receive care outside the United States, which the intake flags since U.S. residency and care location carry some of the heaviest weight in the catalog.
Stranger inquiring without authority
Someone asks on behalf of a person they have no relationship or legal authority to act for—the lowest-weighted answer in the catalog—so the intake surfaces this before a consultation is offered.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book matters
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 elder law intake templates
Life Care Planning lead-intake FAQs
How does the intake handle someone asking on behalf of a parent or spouse?
The intake directly asks whether the person filling it out is the one needing care or has permission to act on their behalf—such as a spouse, adult child, or caregiver—so you know upfront whether they have standing to engage you.
Will this intake tell me if a lead needs Medicaid planning specifically?
Yes—one catalog question asks directly whether the prospective client wants guidance on Medicaid or other benefits to help cover long-term care costs, which is one of the higher-weighted fields in this intake.
Does the intake distinguish planning-only requests from active care needs?
It asks separately whether the person needing care is currently 60 or older or living with a serious illness or disability, and whether they are actively seeking help planning or paying for care, so document-only requests and urgent care situations both come through clearly.
What if the care recipient lives or plans to receive care outside the U.S.?
The catalog includes a residency and care-location question weighted heavily toward U.S.-based care, since that affects which Medicaid and benefit programs may apply to the matter.
How is this different from the Medicaid and Long-Term Care Planning intake?
Life Care Planning covers the broader mix of care funding, asset protection, and document needs together, while Medicaid and Long-Term Care Planning is a dedicated sibling intake for matters centered specifically on benefits eligibility.
Can this intake catch someone who really needs Guardianship instead?
This intake is built around care planning, funding, and documents rather than incapacity or decision-making authority disputes, so leads describing a guardianship or conservatorship need are better routed to that sibling intake.
Turn life care planning visitors into qualified cases
Give every life care planning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.