Living will intake that captures capacity and state law up front
Every directive request confirms whether the signer currently has capacity, which state's rules apply, and whether the client wants a named healthcare agent or written end-of-life wishes, so only qualified matters land in your CRM.
The exact intake your advance healthcare directives and living wills leads complete
This is the real 7-question guided intake for Advance Healthcare Directives and Living Wills — the same flow your customers finish before you ever pick up the phone.
What a qualified advance healthcare directives and living wills lead should tell you
An advance healthcare directive or living will names a healthcare agent and/or records end-of-life care wishes, and it must be signed while the person still has the legal capacity to understand and decide.
- Create, Update, Or Replace
- Person Who Document (Or
- Person Who Will Sign
- Person Who Document In
- Know Which U.S. State
- Want Name Someone Trust
- Have Specific Wishes About
The questions your team needs answered
Every advance healthcare directives and living wills intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you looking to create, update, or replace an advance healthcare directive or living will? | Confirms this is a genuine new, update, or replacement directive request rather than a general estate planning question, helping route it to the right matter type. |
| Are you the person who needs the document (or do you have legal authority to act for them)? | Flags whether the person filling out the intake actually has standing to instruct on the document, which matters before any consultation time is offered. |
| Is the person who will sign the document able to understand what they are signing and make their own decisions right now? | A 'no' here signals the signer may lack legal capacity, which changes the required legal approach and should route to attorney review rather than routine scheduling. |
| Is the person who needs the document currently in the United States (or does the document need to be valid under a U.S. state’s rules)? | Screens out inquiries where the document needs to be valid outside U.S. state law, which may fall outside the firm's practice. |
| Do you know which U.S. state the document should be based on (for example, where you live or receive medical care)? | Shows whether the firm can move directly to drafting or needs to first clarify which state's form and requirements govern the document. |
| Do you want to name someone you trust to make medical decisions for you if you cannot speak for yourself? | Distinguishes clients who need healthcare-agent designation language from those who only want the base document, helping scope the engagement. |
| Do you have specific wishes about life support or end-of-life care that you want written down? | Flags clients with specific end-of-life care wishes, which often calls for more detailed drafting than a standard form. |
How Cliont scores advance healthcare directives and living wills leads
Every answer is weighted automatically — no manual review required.
Value signals
- Create, Update, Or Replace: yes
- Person Who Document (Or: yes
- Person Who Will Sign: yes
- Person Who Document In: yes
- Know Which U.S. State: yes
- Want Name Someone Trust: yes
Urgency signals
- Have Specific Wishes About
See the lead your team receives
Advance Healthcare Directive 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 advance healthcare directives and living wills workflows
| Cliont capability | Advance Healthcare Directives And Living Wills application |
|---|---|
| Guided branching logic | Routes the lead differently depending on whether the signer currently has capacity, so borderline capacity cases are flagged for attorney review instead of routine booking. |
| Weighted lead scoring | Weights the capacity and legal-authority answers highest, so a directive request from someone who lacks authority or the signer's capacity is in question scores lower automatically. |
| Jurisdiction flagging | Surfaces whether the client already knows the governing U.S. state, so out-of-state or unclear-jurisdiction inquiries are marked before your team spends time on them. |
| CRM routing | Sends completed directive and living will intake responses straight into your CRM with the capacity, jurisdiction, and agent-designation answers attached to the record. |
| Scope-of-work capture | Separately captures whether the client wants a healthcare agent named and whether they want end-of-life wishes documented, giving you the actual drafting scope before the call. |
| Document upload capture | Collects any existing directive on file for update or replacement requests, so your team reviews the current document before the consultation. |
Common advance healthcare directives and living wills lead scenarios
Aging parent losing capacity
A family member reaches out about a parent who may already be losing the ability to understand and decide, so the intake flags the capacity answer for attorney review rather than routine scheduling.
Relocated retiree, unsure state
A client moved states recently and doesn't know which state's form applies, so the intake surfaces the jurisdiction gap before anyone commits to a consultation.
Full directive with named agent
A client wants both a healthcare agent named and specific end-of-life wishes documented, producing a fuller-scope lead than a bare-bones form request.
Inquiry without legal authority
Someone calls on behalf of a relative but hasn't confirmed they have authority to act for them, prompting the intake to flag the authority question before a consult is offered.
Straightforward update request
An existing client with a known state and confirmed capacity simply wants to update language in an existing directive, so the intake routes it as a fast, low-friction qualified lead.
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 estate planning and probate intake templates
Advance Healthcare Directives and Living Wills lead-intake FAQs
How does the intake handle a family member calling on behalf of a parent?
It asks directly whether the person completing the form is the one who needs the document or has legal authority to act for them. A negative answer flags the lead so you can confirm authority before offering consultation time.
What happens if the person needing the directive may not have capacity to sign?
The intake asks whether the signer currently understands what they're signing and can make their own decisions. A 'no' answer lowers the lead's priority for standard scheduling and flags it for a different legal conversation, since capacity changes the entire approach.
Does the intake figure out which state's directive form applies?
It asks whether the person is currently in the U.S. and whether they know which state's rules should govern the document. If either is uncertain, the lead is marked so your team can clarify jurisdiction before booking.
Can it tell the difference between someone who wants an agent named versus someone with specific end-of-life wishes?
Yes. Separate questions cover naming a trusted decision-maker and documenting wishes about life support or end-of-life care, so you can see the actual scope of drafting needed before the consultation.
Is this intake only for brand-new directives, or does it work for updates too?
It opens by asking whether the client is looking to create, update, or replace a directive or living will, so update and replacement requests are captured and routed the same way as new ones.
What if the inquiry involves someone who isn't currently in the U.S.?
The intake asks whether the person is in the U.S. or needs a document valid under a U.S. state's rules, which helps you spot cross-border matters that may fall outside your practice before scheduling time.
Turn advance healthcare directives and living wills visitors into qualified cases
Give every advance healthcare directives and living wills visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.