Certification of trust intake that captures trustee authority up front
Ask whether the requester is the trustee or an authorized agent, confirm the trust is still active, and capture the deadline driving the request — plus the trust document itself — before anything lands in your CRM.
The exact intake your certification of trust leads complete
This is the real 6-question guided intake for Certification of Trust — the same flow your customers finish before you ever pick up the phone.
What a qualified certification of trust lead should tell you
A short, notarized document that confirms a trust exists, is currently in effect, and identifies who is authorized to act on its behalf — typically requested by a bank, title company, or other institution handling a trustee's transaction.
- In United States And
- “Certification Trust” ( Short
- Have Existing Trust Document
- Trustee, Co-Trustee, Or Someone
- Trust Active (Not Revoked
- Certification Specific Transaction Or
The questions your team needs answered
Every certification of trust intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you in the United States and looking for help with a trust related to property or accounts located in the U.S.? | Confirms the trust involves U.S. property or accounts, which tells you whether the matter even sits within your firm's jurisdictional scope. |
| Do you need a “Certification of Trust” (a short document that proves a trust exists and who can act for it) for a bank, title company, or another institution? | Confirms the requester actually needs a certification of trust specifically, rather than a broader trust question that belongs in a different intake. |
| Do you have an existing trust document (even if it needs updates) that you can provide to the attorney? | An existing trust document usually means faster turnaround, since the attorney is reviewing rather than drafting from scratch. |
| Are you the trustee, a co-trustee, or someone authorized by the trustee to request this document? | Verifies the requester has actual standing to request the certification, which prevents the attorney from engaging with someone who lacks authority to act for the trust. |
| Is the trust currently active (not revoked or terminated)? | Whether the trust is still active directly determines whether a certification can legally be issued at all, making this the core qualifying signal. |
| Do you need the certification for a specific transaction or deadline (such as selling/refinancing a home or accessing an account)? | A specific transaction or deadline behind the request signals real time pressure and helps prioritize which leads need a faster response. |
How Cliont scores certification of trust leads
Every answer is weighted automatically — no manual review required.
Value signals
- In United States And: yes
- “Certification Trust” ( Short: yes
- Have Existing Trust Document: yes
- Trustee, Co-Trustee, Or Someone: yes
- Trust Active (Not Revoked: yes
- Certification Specific Transaction Or: yes
Urgency signals
- Trust Active (Not Revoked
See the lead your team receives
Certification of 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 certification of trust workflows
| Cliont capability | Certification Of Trust application |
|---|---|
| Conditional branching | When a requester answers that they are not the trustee or an authorized agent, the intake can steer the conversation differently rather than proceeding as if standing were confirmed. |
| Document upload capture | The existing trust document is requested during intake so the attorney has it on hand before the first conversation, instead of chasing it down afterward. |
| Weighted lead scoring | Active trust status and the presence of a transaction deadline carry meaningful weight, so a trustee racing a refinance closing scores higher than a routine, deadline-free request. |
| CRM routing | Qualified certification-of-trust requests — with trustee authority, active status, and deadline already captured — are sent straight to your CRM instead of arriving as a bare inbox message. |
Common certification of trust lead scenarios
Refinance deadline from a title company
A trustee needs the certification fast because a title company set a closing date; the intake flags the deadline and confirms the trust is active so it can jump the queue.
Co-trustee without the trust copy
A co-trustee requests the certification but hasn't provided the underlying trust document yet, so the intake surfaces that gap for the attorney before any drafting starts.
Uncertainty over active status
The requester isn't sure whether the trust has been revoked or amended; the intake captures that uncertainty so the attorney can verify status before quoting scope.
Property or accounts outside the U.S.
The trust involves property held outside the United States, which the intake flags separately since it falls outside most firms' certification-of-trust practice.
Routine bank request, no hard deadline
A trustee wants a certification for a bank account with no imminent transaction, letting the intake mark it lower urgency and route it for standard scheduling rather than a rush.
Connect Cliont to your workflow
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- English + Spanish support
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- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
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Only pay when you receive a qualified lead.
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- Automatic lead scoring
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- Charged only for submitted leads
More estate planning and probate intake templates
Certification of Trust lead-intake FAQs
How does the intake decide which certification of trust requests need a same-day reply?
It cross-references whether the trust is currently active with whether the request is tied to a specific transaction or deadline, so leads with both signals surface as time-sensitive.
What happens if the person filling out the form isn't the trustee?
The intake asks directly whether the requester is the trustee, a co-trustee, or someone authorized by the trustee, and that answer is weighted into the score so unauthorized requests don't get treated the same as trustee-verified ones.
Do we still get notified if the requester doesn't have the trust document yet?
Yes — not having the existing trust document lowers the score slightly rather than disqualifying the lead, since your team may still want to have the initial conversation.
Can the intake screen out matters involving property outside the U.S.?
The intake asks whether the trust relates to property or accounts located in the U.S., which lets you spot and deprioritize out-of-scope requests before offering a consultation.
What if the trust turns out to have been revoked or terminated?
The intake asks whether the trust is currently active, and a 'no' answer is captured and weighted lower so your team can review the status before committing consultation time.
Does the intake capture who is asking for the certification — a bank, title company, or something else?
It asks whether the request is specifically for a certification of trust needed by an institution, and separately whether there's a specific transaction or deadline behind it, giving your team the institutional context up front.
Turn certification of trust visitors into qualified cases
Give every certification of trust visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.