See who's legally authorized before opening the file
The intake confirms whether a death occurred, whether the person asking is actually authorized to act, and whether they can produce bank statements, receipts, or tax forms before you agree to a consultation.
The exact intake your estate accounting leads complete
This is the real 6-question guided intake for Estate Accounting — the same flow your customers finish before you ever pick up the phone.
What a qualified estate accounting lead should tell you
A formal reckoning of an estate or trust's assets, debts, income, expenses, and distributions, usually requested by an executor, trustee, or beneficiary who needs a clear record of what happened to the money.
- There Person Who Has
- Executor/Personal Representative, Trustee, Beneficiary/Heir,
- Accounting Estate Or Trust
- Probate Or Trust Administration
- There Disagreement, Missing Information,
- Have Access At Least
The questions your team needs answered
Every estate accounting intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is there a person who has died whose estate is being handled (or needs to be handled) in the United States? | Without a death in the U.S., there is no estate to account for, so this is the base gate for the whole matter. |
| Are you the executor/personal representative, a trustee, a beneficiary/heir, or someone legally authorized to act for the estate? | Only someone with standing, such as an executor, trustee, or beneficiary, can properly request or receive an accounting. |
| Do you need an accounting of the estate or trust (a clear list of assets, debts, income, expenses, and distributions)? | This confirms the request is actually for an accounting, not a different probate or trust service entirely. |
| Has probate or trust administration already started, or do you expect it to start soon? | Whether administration has started tells you if there's a live proceeding to attach the accounting to or if it's still preliminary. |
| Is there a disagreement, missing information, or concern about how money or property has been handled (for example, unclear spending or distributions)? | A flagged dispute over spending or distributions signals the matter may involve conflict, not just bookkeeping. |
| Do you have access to at least some estate or trust records (such as bank statements, bills, receipts, tax forms, or an inventory), or can you get them? | Access to records determines how quickly an accounting can actually be prepared and reviewed. |
How Cliont scores estate accounting leads
Every answer is weighted automatically — no manual review required.
Value signals
- There Person Who Has: yes
- Executor/Personal Representative, Trustee, Beneficiary/Heir,: yes
- Accounting Estate Or Trust: yes
- Probate Or Trust Administration: yes
- There Disagreement, Missing Information,: yes
- Have Access At Least: yes
See the lead your team receives
Estate Accounting 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 estate accounting workflows
| Cliont capability | Estate Accounting application |
|---|---|
| Weighted scoring | Answers confirming a death, legal authority to act, and an active or upcoming administration carry the heaviest weight, so genuine accounting matters outscore vague inquiries. |
| Conditional flagging | A 'yes' on the dispute/mismanagement question can be surfaced distinctly so you know a request may carry conflict before you accept a consultation. |
| CRM routing | Qualified accounting requests, with authority and record-access answers attached, land in your CRM as a labeled matter rather than a generic contact-form entry. |
| Document capture at intake | Requesters are prompted for bank statements, receipts, tax forms, or an inventory up front, so you see what evidence exists before the first call. |
Common estate accounting lead scenarios
Executor requesting a full accounting
Probate has already started and the executor has bank statements and an inventory in hand, giving you records to review before the call.
Beneficiary suspects mismanagement
A beneficiary flags unclear spending or missing distributions but may have limited access to records, so the intake surfaces the dispute early.
Early death, administration not yet filed
The person has died but probate or trust administration hasn't formally started, so the accounting request is preliminary rather than urgent.
Inquirer unsure of their authority
Someone wants an accounting but isn't sure if they're the executor, trustee, or a beneficiary, which the intake captures before you take the meeting.
No records, no access yet
The requester wants an accounting but can't currently get bank statements or an inventory, a weaker fact pattern the intake flags without disqualifying it outright.
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
Estate Accounting lead-intake FAQs
How does the intake tell the difference between a beneficiary dispute and a routine accounting request?
The catalog includes a direct question about disagreements, missing information, or concerns over how money or property was handled, so a dispute-driven request is flagged differently from a straightforward request for a records summary.
Will the form filter out people who aren't actually entitled to ask for an accounting?
Yes. The intake asks whether the person is the executor, trustee, beneficiary/heir, or otherwise legally authorized, so requests from people without standing surface as lower-weighted leads rather than reaching your calendar unfiltered.
What if the estate is still early in probate and there's no accounting to review yet?
The catalog separately asks whether administration has already started or is expected to start soon, so you can see whether this is a live accounting matter or an early inquiry before probate has even opened.
Does the intake check whether the person can actually produce the records needed for an accounting?
Yes, it asks whether they have or can get bank statements, bills, receipts, tax forms, or an inventory, which tells you how much work will be needed before you can produce a usable accounting.
Is this the same intake used for other probate matters like Estate Administration or Trust Administration?
No, this intake is built specifically around accounting-related questions; sibling subservices like Estate Administration or Trust Administration in the library use their own catalogs suited to those matters.
Can the intake help me spot a fiduciary litigation matter disguised as an accounting request?
The concern-about-mismanagement question can surface facts that look more like a Fiduciary Litigation or Beneficiary Disputes matter, letting you route or price the consultation accordingly rather than treating it as a routine accounting.
Turn estate accounting visitors into qualified cases
Give every estate accounting visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.