Estate administration intake that captures executor status up front
Ask whether your prospect has been named executor, whether the estate includes real estate or investment accounts, and whether debts or creditor claims remain outstanding — then collect the death certificate before anyone books a consultation.
The exact intake your estate administration leads complete
This is the real 6-question guided intake for Estate Administration — the same flow your customers finish before you ever pick up the phone.
What a qualified estate administration lead should tell you
Estate Administration covers the post-death work of settling a decedent's affairs: inventorying assets, resolving debts and creditor claims, and distributing property to heirs or beneficiaries under a will, intestacy, or court supervision.
- Someone Recently Passed Away,
- Been Named As Executor,
- Estate Include Real Estate,
- There Outstanding Debts, Taxes,
- There Multiple Beneficiaries Or
- Guidance On Legal Steps
The questions your team needs answered
Every estate administration intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Has someone recently passed away, and do you need help managing or distributing their estate (assets, debts, property)? | This confirms an actual death and open administration need, which is the baseline requirement for the matter to be in scope at all. |
| Have you been named as the executor, administrator, or personal representative of the estate? | Executor or personal representative status determines whether the caller has legal standing to retain you for the administration. |
| Does the estate include real estate, bank accounts, investments, or other assets that need to be inventoried and distributed? | The presence of real estate, bank accounts, or investments indicates how much inventory and valuation work the administration will require. |
| Are there outstanding debts, taxes, or creditor claims that need to be resolved before the estate can be closed? | Outstanding debts or creditor claims often mean the estate can't close without additional legal steps, adding to matter complexity. |
| Are there multiple beneficiaries or heirs who need to receive distributions from the estate? | Multiple heirs or beneficiaries raise the likelihood of distribution disputes or added coordination work compared to a single-beneficiary estate. |
| Do you need guidance on the legal steps required to properly settle the estate and fulfill your duties? | A request for guidance on legal steps shows the caller recognizes they need representation rather than just information, which correlates with a real intent to retain. |
How Cliont scores estate administration leads
Every answer is weighted automatically — no manual review required.
Value signals
- Someone Recently Passed Away,: yes
- Been Named As Executor,: yes
- Estate Include Real Estate,: yes
- There Outstanding Debts, Taxes,: yes
- There Multiple Beneficiaries Or: yes
- Guidance On Legal Steps: yes
See the lead your team receives
Estate Administration 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 administration workflows
| Cliont capability | Estate Administration application |
|---|---|
| Conditional branching | If a caller answers no to whether someone has recently passed away, the intake can stop probing asset and beneficiary details rather than walking a non-administration inquiry through the full estate questionnaire. |
| Weighted lead scoring | Confirmed executor status combined with real estate, investment accounts, and multiple beneficiaries pushes a lead's score up, distinguishing a full administration matter from a simple, low-asset estate. |
| Document capture | The intake collects a death certificate and available estate paperwork before the lead reaches your CRM, so your staff isn't chasing basic documents on the first call. |
| CRM routing | Estate administration leads that confirm executor status, asset scope, and creditor claims are sent to your CRM with those answers attached, so you can triage caseload by matter complexity. |
Common estate administration lead scenarios
Sole executor, simple estate
The prospect confirms they've been named executor with no debts and a single beneficiary, so the intake still routes a real matter even though the complexity signals are low.
Multi-beneficiary estate with real estate
Real estate, investment accounts, and several heirs are all confirmed, stacking the higher-weighted signals into a matter worth prioritizing on the calendar.
Not yet named executor
Someone recently passed away but the caller answers no to being named executor or personal representative, flagging that they may not have standing to retain you yet.
Creditor claims stalling closure
Outstanding debts and creditor claims are confirmed alongside a request for guidance on legal steps, pointing to an estate that's stuck mid-administration rather than just starting.
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 Administration lead-intake FAQs
How does the intake separate someone actually administering an estate from someone just planning ahead?
The first question asks directly whether someone has recently passed away and needs help managing or distributing their estate. A no answer signals the person may need estate planning instead, not estate administration.
What happens if the person filling out the form hasn't been officially appointed executor yet?
The intake asks whether they've been named executor, administrator, or personal representative. If not, that's still captured and weighted lower than a confirmed appointment, so you can see at a glance whether they have standing to retain you.
Can the form tell me if there are creditor claims or unpaid debts before I call back?
Yes — the intake asks whether outstanding debts, taxes, or creditor claims need to be resolved before the estate can close, so you know if the matter involves collections work before your first call.
Does the intake flag estates with multiple heirs versus a single beneficiary?
It does. One question asks specifically whether there are multiple beneficiaries or heirs needing distributions, which typically points to a more involved administration than a single-beneficiary estate.
What documents does the intake collect before a lead lands in my CRM?
The intake is built to gather documents like a death certificate and, where available, a copy of the will or letters of administration, so your team has the basic paperwork before the first meeting.
Turn estate administration visitors into qualified cases
Give every estate administration visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.