Estate intake that captures asset value and family structure up front
The intake asks about estate value, business or rental holdings, and blended-family circumstances, then requests any existing wills, trusts, or power-of-attorney documents before the lead reaches your CRM.
The exact intake your estate planning leads complete
This is the real 8-question guided intake for Estate Planning — the same flow your customers finish before you ever pick up the phone.
What a qualified estate planning lead should tell you
Creating or updating the core documents that protect a person's assets and family, such as a will, trust, power of attorney, or healthcare directive, before those needs turn into a probate or trust dispute.
- Help Creating Or Updating
- Person Needing U.S. Resident
- Expect Total Value Estate
- Own Business, Rental Properties,
- Married, Marry, Divorced, Or
- Want Leave Money Children,
- Set Up Or Review
- This Matter Want Address
The questions your team needs answered
Every estate planning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you looking for help creating or updating an estate plan (such as a will, trust, or other documents to protect your assets and family)? | Confirms the prospect actually wants estate planning work rather than an unrelated legal matter, which is the baseline gate before scoring anything else. |
| Is the person needing planning a U.S. resident or U.S. citizen, or do they own significant assets in the United States? | A 'no' flags a possible jurisdictional mismatch for a U.S.-focused estate planning practice, so it scores lower than confirmed residency or U.S. assets. |
| Do you expect the total value of the estate (including life insurance, real estate, and investments) could be in the multi-million-dollar range? | Carries one of the highest weights in the catalog because multi-million-dollar estates typically require more sophisticated tax and trust structuring than a simple will. |
| Do you own a business, rental properties, or other hard-to-value assets that you want to pass on to heirs? | Business interests and rental properties are hard to value and often need succession planning, so this answer weighs heavily toward a higher-value engagement. |
| Are you married, planning to marry, divorced, or in a blended-family situation where inheritance planning is important? | Marital status and blended-family circumstances change how inheritance is structured, so a 'yes' points toward a more complex plan than a single straightforward beneficiary. |
| Do you want to leave money to children, grandchildren, or future generations in a structured and tax-efficient way? | Interest in structured, tax-efficient multigenerational transfers suggests trust work beyond a basic will, which is why it's weighted above the baseline. |
| Are you looking to set up or review tools like trusts, powers of attorney, or healthcare directives as part of your estate plan? | Wanting trusts, powers of attorney, or healthcare directives signals a full estate plan engagement rather than a single-document request. |
| Is this a matter you want to address soon, rather than something you plan to handle in the distant future? | Timeline matters for scheduling priority, since a prospect ready to act soon is more likely to convert a consultation into engaged work than one planning for the distant future. |
How Cliont scores estate planning leads
Every answer is weighted automatically — no manual review required.
Value signals
- Help Creating Or Updating: yes
- Person Needing U.S. Resident: yes
- Expect Total Value Estate: yes
- Own Business, Rental Properties,: yes
- Married, Marry, Divorced, Or: yes
- Want Leave Money Children,: yes
See the lead your team receives
Estate 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 estate planning workflows
| Cliont capability | Estate Planning application |
|---|---|
| Weighted lead scoring | Estate value and business/rental asset answers carry the heaviest weights, so multi-million-dollar or business-owning prospects surface above simple single-document requests. |
| Guided qualification form | Walks the prospect through residency, estate value, family structure, and existing-document questions before they ever reach your calendar. |
| Document upload capture | Collects any existing wills, trusts, or powers of attorney so you can see what's already in place before the consultation. |
| CRM routing | Sends qualified estate planning consultations, tagged with estate value and family-structure signals, directly into your CRM instead of a generic contact form. |
Common estate planning lead scenarios
Business owner with multi-million estate
Prospect confirms a business or rental portfolio and an estate likely in the multi-million-dollar range, which stacks the highest-weighted signals and routes as a priority consultation.
Remarriage with blended-family heirs
Prospect flags a blended-family situation and wants a structured, tax-efficient plan for children from multiple relationships, a different combination than a straightforward single-client will.
Simple will, modest estate
Prospect wants a basic will but has no trusts, business interests, or high estate value, producing a lower composite score than the multi-asset scenarios above.
U.S. assets, non-resident client
Prospect owns U.S. property but is not a U.S. resident or citizen, a mixed signal the intake captures separately from the residency question so you can judge jurisdictional fit before booking.
Full plan review, no urgency
Prospect wants trusts, powers of attorney, and healthcare directives reviewed but says the matter isn't pressing, combining high asset-complexity weight with a lower timeline weight.
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 Planning lead-intake FAQs
How does the intake tell a simple will request apart from a complex, high-net-worth plan?
The estate value question and the business/rental/hard-to-value asset question carry the heaviest weights in this catalog, so a prospect who confirms both stands apart from someone requesting only a basic will.
What happens if a prospect doesn't have significant U.S. assets or residency?
That answer is scored lower than a 'yes,' which helps you spot leads that may fall outside a U.S.-focused estate planning practice before you schedule a consultation.
Does the intake distinguish blended-family planning from a straightforward single-client will?
Yes — the marital/blended-family question and the multigenerational wealth-transfer question are separate fields, so a blended-family prospect surfaces differently than someone with a simple estate, and can be flagged toward planning for blended families if your firm handles that separately.
Can the intake capture whether someone already has a trust, power of attorney, or healthcare directive?
Yes — one catalog question asks directly whether the prospect wants to set up or review trusts, powers of attorney, or healthcare directives, which signals a fuller estate plan engagement rather than a single document.
How are business owners or rental property holders flagged?
The hard-to-value asset question is one of the higher-weighted fields in this catalog, so business owners and rental property holders score above prospects with only liquid assets, which can point toward business succession planning if that's a fit.
Does the intake account for how soon someone wants to act?
Yes — the intake asks whether the matter is something to address soon versus in the distant future, so you can see timeline alongside asset complexity rather than treating every lead as equally urgent.
Turn estate planning visitors into qualified cases
Give every estate planning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.