Asset protection intake that flags existing creditor claims up front
The intake asks whether assets are worth $250,000 or more, whether the goal is future risk (not a lawsuit already underway), and whether the prospect will transfer assets and cede control — then collects a short asset summary so you can see the shape of the matter before you offer a consultation.
The exact intake your asset protection trusts leads complete
This is the real 7-question guided intake for Asset Protection Trusts — the same flow your customers finish before you ever pick up the phone.
What a qualified asset protection trusts lead should tell you
Forward-looking trust planning that shields a person's assets from future creditors, lawsuits, or long-term care costs, distinct from transfers made after a lawsuit or debt problem has already arisen.
- Help With Asset Protection
- Have Assets Want Protect
- Trying Protect Assets From
- Facing Lawsuit, Creditor Collection
- Willing Work With Attorney
- Willing Transfer Some Assets
- Want This Trust Done
The questions your team needs answered
Every asset protection trusts intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you looking for help with an asset protection trust for yourself or your family in the United States? | Confirms the enquiry is a genuine US-based asset protection matter for the prospect or their family before it consumes any further intake time. |
| Do you have assets you want to protect (such as a home, savings, investments, or a business) worth about $250,000 or more? | Filters for the roughly $250,000 asset threshold that makes the cost of setting up and maintaining a trust worthwhile. |
| Are you trying to protect assets from future risks like lawsuits, creditors, or long-term care costs (not a problem that has already happened)? | Separates legitimate forward-looking protection planning from someone trying to shield assets from a risk that has already materialized. |
| Are you currently facing a lawsuit, a creditor collection action, bankruptcy, or a court judgment against you? | Flags prospects already facing a lawsuit, creditor action, or judgment, since transfers made under those circumstances risk being unwound as fraudulent conveyance. |
| Are you willing to work with an attorney and provide details about your assets, income, and debts to set this up properly? | Checks whether the prospect will actually disclose the assets, income, and debts needed to structure the trust correctly. |
| Are you willing to transfer some assets into a trust and follow the trust rules (even if it limits your direct control over those assets)? | Confirms willingness to transfer assets and accept reduced control, which is the defining requirement of an asset protection trust. |
| Do you want this trust planning done within the next 3 months? | Surfaces whether the prospect wants to move within 3 months, helping you prioritize matters against open-ended inquiries. |
How Cliont scores asset protection trusts leads
Every answer is weighted automatically — no manual review required.
Value signals
- Help With Asset Protection: yes
- Have Assets Want Protect: yes
- Trying Protect Assets From: yes
- Willing Work With Attorney: yes
- Willing Transfer Some Assets: yes
- Want This Trust Done: yes
Lower-fit signals
- Facing Lawsuit, Creditor Collection: no
See the lead your team receives
Asset Protection Trust 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 asset protection trusts workflows
| Cliont capability | Asset Protection Trusts application |
|---|---|
| Automatic lead scoring | Weights a current lawsuit, judgment, or creditor action as a lower-fit signal so you can see at a glance which asset protection enquiries carry fraudulent-transfer risk before offering time. |
| Guided qualification form | Walks the prospect through asset value, the future risk they're planning against, and their willingness to cede control — the three factors that actually determine whether a trust is workable. |
| CRM routing | Sends only prospects who meet the asset threshold and have no active lawsuit or judgment into your CRM, instead of every general inquiry about protecting money. |
| Structured intake fields | Captures whether the prospect is willing to disclose full financial detail and work with counsel, which flags disengaged inquiries before they reach a consultation. |
Common asset protection trusts lead scenarios
High-net-worth pre-emptive planner
Prospect has $250K+ in assets, wants protection from future long-term care costs, and is willing to transfer assets and lose direct control — the intake scores this as high value and routes it straight to your CRM.
Already facing a lawsuit or judgment
Prospect answers yes to a current lawsuit, creditor action, or judgment, which the intake treats as a lower-fit signal since transfers made after a claim exists can be unwound as fraudulent conveyance.
Business owner planning ahead
Prospect wants to shield business and personal assets from potential future lawsuits, has no current legal trouble, but hasn't committed to a timeline, so the lead scores well without urgency weighting.
Wants protection but won't cede control
Prospect has qualifying assets but answers no to transferring assets or accepting trust rules, which the intake flags as a mismatch with how asset protection trusts actually work.
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
Asset Protection Trusts lead-intake FAQs
How does the intake avoid booking someone who's already been sued?
One question directly asks whether the prospect is currently facing a lawsuit, creditor collection, bankruptcy, or judgment. A yes answer is weighted as lower fit because assets moved after a claim exists are typically exposed to fraudulent transfer challenges.
Does the form confirm the prospect actually has enough assets to justify a trust?
Yes. The intake asks whether the prospect has assets worth roughly $250,000 or more, which is used as a value signal so you can prioritize matters with enough at stake to justify the structuring work.
What if someone wants to protect assets from a creditor problem they already have?
The intake separates future-risk planning (lawsuits, creditors, or long-term care that haven't happened yet) from an existing problem. Answering that the risk has already occurred lowers the fit score rather than treating it the same as legitimate pre-emptive planning.
Does the intake check whether the prospect is willing to actually give up control of assets?
Yes, one question asks directly whether they'll transfer assets into the trust and follow trust rules, even with reduced control. This is a core requirement of asset protection trusts, so a no answer is a meaningful fit signal.
How is this different from the intake for Revocable Living Trusts?
Revocable Living Trusts keep the grantor in control and are mainly about probate avoidance, while this intake is built around irreversibility, ceding control, and screening out prospects with an existing lawsuit or judgment — none of which apply the same way to a revocable trust.
What tells you a lead is ready to move quickly?
A question asks whether the prospect wants the trust planning done within the next 3 months. That answer is factored into the score so time-sensitive matters stand out from open-ended inquiries.
Turn asset protection trusts visitors into qualified cases
Give every asset protection trusts visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.