Charitable trust intake that captures funding assets up front
Tell us whether the prospect is setting up or reviewing a charitable trust, what assets they plan to fund it with, and whether income should go to family before the charity receives the remainder. Trust documents and asset lists are collected upfront so you see the full picture before the first call.
The exact intake your charitable trusts leads complete
This is the real 7-question guided intake for Charitable Trusts — the same flow your customers finish before you ever pick up the phone.
What a qualified charitable trusts lead should tell you
A charitable trust arrangement where a donor places assets into a trust that splits benefit between one or more charities and non-charitable beneficiaries, typically structured as a charitable remainder trust or charitable lead trust for income and tax planning purposes.
- Set Up Or Review
- Trust Meant Be Created
- Have Assets May Place
- Want Trust Provide Income
- Interested In Possible Tax
- Already Have Charity (Or
- Ready Speak With Estate
The questions your team needs answered
Every charitable trusts intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you looking to set up or review a trust that includes giving to a charity? | Confirms the enquiry is actually about a charitable-giving trust rather than a standard estate plan, which determines whether this practice area applies at all. |
| Is the trust meant to be created under U.S. law (in a U.S. state) and involve U.S.-based assets or a U.S. resident? | Flags whether the trust falls under U.S. law and involves U.S. assets or a U.S. resident, which determines if the matter is within a domestic attorney's jurisdiction. |
| Do you have assets you may place into the trust (such as cash, investments, real estate, or a business interest)? | Identifies whether the prospect has real assets, such as investments, real estate, or a business interest, ready to fund the trust, which signals how substantive the matter is. |
| Do you want the trust to provide income or support to you or your family for a period of time before the charity receives the remainder (or the other way around)? | Reveals whether the client wants a charitable remainder structure or a charitable lead structure, shaping which drafting approach applies. |
| Are you interested in possible tax benefits as part of the charitable trust planning? | Shows whether tax planning is a motivating factor, which affects how the attorney should frame the consultation and what documentation to request. |
| Do you already have a charity (or charities) in mind that you want to benefit? | Indicates whether the prospect has already chosen a beneficiary charity, which can speed up drafting versus needing more exploratory discussion. |
| Are you ready to speak with an estate planning attorney within the next 30 days? | Captures near-term readiness to meet, helping the firm prioritize consultation slots for prospects who intend to move forward soon. |
How Cliont scores charitable trusts leads
Every answer is weighted automatically — no manual review required.
Value signals
- Set Up Or Review: yes
- Trust Meant Be Created: yes
- Have Assets May Place: yes
- Want Trust Provide Income: yes
- Interested In Possible Tax: yes
- Ready Speak With Estate: yes
See the lead your team receives
Charitable 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 charitable trusts workflows
| Cliont capability | Charitable Trusts application |
|---|---|
| Weighted lead scoring | Scores charitable trust prospects higher when they confirm real assets to fund the trust and readiness to meet within 30 days, so consultations go to prospects who can actually move forward. |
| Document upload capture | Collects existing trust drafts and asset lists before the consultation so you can assess a proposed charitable remainder or lead trust structure ahead of time. |
| CRM routing | Sends qualified charitable trust leads, along with their asset and jurisdiction answers, straight into your CRM as a new matter. |
| Video intake widget | Lets prospects describe unusual assets like a business interest or real estate parcel in their own words before you commit consultation time. |
| Jurisdiction flagging | Surfaces the U.S. law and residency answer so out-of-scope charitable trust enquiries can be routed or declined before a consultation is offered. |
Common charitable trusts lead scenarios
Appreciated stock funding a CRT
A donor wants to fund a charitable remainder trust with investment assets and is weighing tax benefits, so the intake surfaces both the asset type and the tax-motivation answer for the attorney.
Charity already named, business interest involved
The prospect has a specific charity in mind and plans to contribute a business interest, giving the attorney a clearer sense of the trust's complexity before the call.
Income to family before the charity
The client wants income paid to themselves or family for a period before the remainder passes to charity, flagging a charitable remainder structure rather than a lead trust.
Not ready to consult yet
A prospect is exploring charitable trust options but isn't ready to meet within 30 days, letting the firm decide whether to nurture the lead instead of booking time immediately.
Trust may not be U.S.-governed
The intended trust involves assets or residency outside U.S. law, a detail the intake surfaces early so the attorney can confirm it's within their jurisdiction before offering time.
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
Charitable Trusts lead-intake FAQs
Can the intake tell if someone wants a charitable remainder trust or a charitable lead trust?
The intake asks whether the client wants income paid to themselves or family before the charity receives the remainder, or the reverse, so you can see the likely structure before the call.
Does the form flag trusts that might not be governed by U.S. law?
Yes, one question asks whether the trust will be created under U.S. law with U.S.-based assets or a U.S. resident, so you can spot cross-border matters that may fall outside your practice.
Will I know what kind of assets the prospect plans to contribute?
The intake asks whether the prospect has assets such as cash, investments, real estate, or a business interest to place into the trust, giving you an early read on complexity.
Does the intake capture whether a charity has already been chosen?
Yes, a dedicated question asks whether the prospect already has a specific charity or charities in mind.
How do I see which charitable trust leads are ready to move quickly?
One question asks directly whether the prospect is ready to speak with an attorney within the next 30 days, which is weighted into the lead's score.
Does the intake ask about tax motivations for the trust?
Yes, the intake asks whether the prospect is interested in possible tax benefits as part of the charitable trust planning.
Turn charitable trusts visitors into qualified cases
Give every charitable trusts visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.