Elder law intake that flags Medicaid and capacity concerns early
Ask whether the elderly person is 60 or older, whether long-term care costs or Medicaid eligibility are the driver, and whether capacity is a current concern before booking a consultation. Existing POA, will, or trust documents come in with the lead so only matters worth your time land in your CRM.
The exact intake your elder law planning leads complete
This is the real 7-question guided intake for Elder Law Planning — the same flow your customers finish before you ever pick up the phone.
What a qualified elder law planning lead should tell you
Legal planning for the care, finances, and decision-making authority of an aging family member, covering long-term care costs, Medicaid or asset-protection needs, and capacity concerns.
- Seeking Legal Help With
- Person Help Age 60
- Concerned About Paying Long-Term
- Help With Medicaid Eligibility,
- Elderly Person Have Estate
- There Current Concern About
- Ready Consult With Elder
The questions your team needs answered
Every elder law planning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you seeking legal help with planning for an elderly family member's care, finances, or future needs? | Confirms the inquiry is actually about elder care, finances, or future planning rather than an unrelated estate matter. |
| Is the person you need help planning for age 60 or older? | The age-60-plus threshold confirms the matter fits elder law scope rather than general planning for a younger family member. |
| Are you concerned about paying for long-term care such as a nursing home, assisted living, or in-home care? | Reveals whether long-term care cost planning is the driving concern behind the inquiry. |
| Do you need help with Medicaid eligibility, asset protection, or benefits planning for a senior? | Flags a need for Medicaid eligibility or asset-protection work, one of the higher-value services in elder law. |
| Does the elderly person currently have estate planning documents such as a will, trust, or power of attorney? | Existing documents suggest the matter may be a review or amendment rather than a new engagement, which lowers priority. |
| Is there a current concern about the elderly person's ability to manage their own finances or make decisions? | A current capacity concern often signals urgency and can point toward a guardianship or conservatorship overlap. |
| Are you ready to consult with an elder law attorney within the next few weeks? | Readiness to consult within weeks helps prioritize which qualified leads should be scheduled first. |
How Cliont scores elder law planning leads
Every answer is weighted automatically — no manual review required.
Value signals
- Seeking Legal Help With: yes
- Person Help Age 60: yes
- Concerned About Paying Long-Term: yes
- Help With Medicaid Eligibility,: yes
- There Current Concern About: yes
- Ready Consult With Elder: yes
Lower-fit signals
- Elderly Person Have Estate: no
See the lead your team receives
Elder Law 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 elder law planning workflows
| Cliont capability | Elder Law Planning application |
|---|---|
| Weighted lead scoring | Capacity concerns and Medicaid/asset-protection need carry the heaviest weight, so a lead involving a parent's declining decision-making or benefits eligibility scores above a routine document review. |
| Conditional question logic | Confirming the elderly person is 60 or older and that the request involves care, finances, or benefits planning routes the lead into the elder law path instead of general estate planning. |
| Document collection | Existing power of attorney, will, or trust paperwork is collected with the lead so you can see at a glance whether this is a new matter or a review of prior planning. |
| Lead banding | Leads combining Medicaid need, capacity concern, and near-term readiness to consult land in a High Priority band, while leads with existing documents and no urgent driver settle into a lower band. |
| CRM auto-routing | Only leads matching the elder law scope — age, care or benefits concern — are pushed to your CRM, keeping unrelated estate planning inquiries out of that pipeline. |
Common elder law planning lead scenarios
Adult child, Medicaid and capacity concerns
Someone seeking Medicaid eligibility or asset-protection help for a parent who is also showing signs of impaired decision-making, and wants to consult within weeks — the intake flags this as high-value and time-sensitive.
Documents already in place
The elderly person has an existing will, trust, and power of attorney, so the matter looks more like a review or amendment than a new engagement, and the intake weights it lower than an unplanned estate.
Capacity concern, no plan yet
A family member raises a current concern about the elderly person's ability to manage finances or decisions, but no POA or estate documents exist yet — a scenario that often edges toward guardianship territory.
Under-60 family member inquiry
A prospect asks about planning for a relative under age 60; the age-threshold answer lowers fit for elder law specifically and may be better matched to a different estate planning service.
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
Elder Law Planning lead-intake FAQs
How does the intake tell elder law matters apart from general estate planning?
The intake checks whether the person needing help is 60 or older and whether the concern centers on long-term care, Medicaid, or capacity, rather than a standard will or trust request — that combination is what routes a lead into the elder law lane.
What happens when the elderly person already has a will, trust, or power of attorney?
That answer is weighted as a lower-fit signal, since the matter may be a review or update rather than a new engagement, but it does not disqualify the lead outright.
How does the intake handle capacity concerns raised during intake?
A current concern about the elderly person's ability to manage finances or make decisions is weighted heavily, since it can indicate an urgent situation that may overlap with guardianship needs — the software flags it, but the determination of next steps stays with you.
Can I tell whether a lead needs long-term care cost planning versus Medicaid or asset-protection work?
Yes — the intake asks about long-term care payment concerns and Medicaid/asset-protection needs as separate questions, so you can see which driver brought the family to your firm.
Does the intake ask if the prospect is ready to meet soon?
Yes, readiness to consult within the next few weeks is one of the scoring factors, helping you prioritize leads that are ready to move now over those still exploring options.
What if the person needing help is under 60?
That answer lowers the fit score for elder law specifically, since it falls outside the typical age range this intake is built to qualify, and the lead may be better suited to another estate planning service.
Turn elder law planning visitors into qualified cases
Give every elder law planning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.