See if mediation is even on the table before the consultation
The intake confirms whether there's an active dispute among beneficiaries, whether all parties are open to mediation rather than court, and whether a probate case has already been filed, collecting relevant estate documents before the lead reaches your CRM.
Preview your estate mediation intake
Explore 7 questions from the Estate Mediation template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified estate mediation lead should tell you
A structured negotiation process used to resolve disputes over a will, trust, or inheritance between beneficiaries or family members, typically as an alternative to contested probate litigation.
- Mediator Or Attorney Help
- There Active Disagreement Among
- Open Resolving This Dispute
- Person Whose Estate In
- This Dispute Involve Assets
- Any Legal Proceedings Such
- Ready Begin Mediation Process
The questions your team needs answered
Every estate mediation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you looking for a mediator or attorney to help resolve a dispute related to a will, trust, or inheritance? | This confirms the lead actually needs mediation or attorney help with a will, trust, or inheritance dispute rather than an unrelated legal question. |
| Is there an active disagreement among family members or beneficiaries about the estate? | An active disagreement among beneficiaries is the intake's sole urgency signal, pushing these leads ahead of disputes that haven't come to a head. |
| Are you open to resolving this dispute through mediation rather than going to court? | Willingness to mediate rather than litigate separates leads suited to a mediation practice from those set on going to court. |
| Has the person whose estate is in dispute already passed away? | Whether the person has already passed away distinguishes a post-death inheritance dispute from a pre-death trust conflict, which follow different paths. |
| Does this dispute involve assets located in the United States? | Assets located outside the U.S. can put the matter outside your practical jurisdiction, so this answer affects fit before you take the call. |
| Have any legal proceedings such as a probate case already been filed regarding this estate? | An already-filed probate case tells you whether mediation would run alongside existing litigation, changing the approach you'd propose. |
| Are you ready to begin the mediation process within the next few months? | Readiness to begin within a few months flags leads who want to move now versus those still exploring their options. |
How Cliont scores estate mediation leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Mediator Or Attorney Help: yes
- There Active Disagreement Among: yes
- Open Resolving This Dispute: yes
- Person Whose Estate In: yes
- This Dispute Involve Assets: yes
- Any Legal Proceedings Such: yes
Urgency signals
- There Active Disagreement Among
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Estate Mediation 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 mediation workflows
| Cliont capability | Estate Mediation application |
|---|---|
| Weighted lead scoring | Scores an active dispute among beneficiaries and stated openness to mediation far higher than a resolved or litigation-only matter, so mediation-ready leads surface first. |
| Video intake widget | Lets disputing parties describe the will, trust, or inheritance conflict in their own words before you commit consultation time to a matter you might not take. |
| Document upload | Collects the will, trust, or existing probate filing tied to the dispute so you can assess jurisdiction and case posture before the first call. |
| CRM routing | Sends only leads with a confirmed active dispute and openness to mediation into your CRM, filtering out inquiries better suited to straight litigation. |
Example estate mediation lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Sibling dispute before probate filed
Beneficiaries disagree over a will or trust but no court case exists yet, and everyone says they're open to mediation and ready to start within months — the intake surfaces these as top priority.
Dispute already in probate court
A formal probate case is already filed and the family wants mediation as an alternative to continued litigation; the intake flags the existing filing so you know the procedural posture before you call.
Trust dispute before the grantor's death
The dispute concerns a living trust and the person whose estate is at issue hasn't passed away yet, a materially different fact pattern the intake distinguishes from post-death inheritance conflicts.
Estate assets held outside the U.S.
The disputed assets sit outside U.S. jurisdiction, which the intake captures explicitly so you can decide whether the matter fits your practice before offering a consultation.
Undecided on mediation vs. litigation
The party isn't yet committed to mediation and isn't ready to start soon; the intake still records the dispute details but scores the lead lower than a mediation-ready match.
Connect Cliont to your workflow
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Notify your team
Email, SMS, Slack
Configure other destinations
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Simple, transparent pricing
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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
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Only pay when you receive a qualified lead.
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- 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 Mediation lead-intake FAQs
How does the intake tell a mediation-ready dispute apart from one headed to litigation?
The intake directly asks whether the parties are open to resolving the dispute through mediation rather than going to court, and this answer carries a much higher weight than a 'no,' so litigation-bound inquiries score lower than genuine mediation candidates.
What happens if the person whose estate is disputed is still alive?
The intake asks whether that person has already passed away, since a pre-death trust dispute is a different matter than a post-death inheritance conflict — both are captured, but the answer changes how the lead is framed for your review.
Does the intake check whether a probate case has already been filed?
Yes, it asks whether any legal proceedings such as a probate case have already been filed regarding the estate, which tells you whether mediation would run alongside or instead of existing court action.
Can this intake handle disputes involving assets located outside the U.S.?
The intake asks whether the disputed assets are located in the United States, which is scored lower when the answer is no so you can quickly identify matters that may fall outside your jurisdiction.
What signals tell me a lead needs a fast response?
An active disagreement among family members or beneficiaries is the intake's primary urgency signal — leads confirming an ongoing conflict are flagged ahead of those where the dispute hasn't yet come to a head.
What does the intake collect if someone is just exploring their options?
Every response is still recorded, including whether they're ready to begin mediation within the next few months, so leads who aren't ready yet still land in your CRM for a later follow-up rather than being lost.
Turn estate mediation visitors into qualified cases
Give every estate mediation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.