Executor and trustee intake that surfaces disputes before you call
Our intake captures whether a will or trust exists, whether the person has passed away or the trust needs active management now, and whether there's any dispute over who should serve — attaching the will or trust document before the lead lands in your CRM.
The exact intake your executor and trustee services leads complete
This is the real 8-question guided intake for Executor and Trustee Services — the same flow your customers finish before you ever pick up the phone.
What a qualified executor and trustee services lead should tell you
Legal support for someone acting as (or dealing with) an executor of a will or a trustee of a trust — covering active estate or trust administration, handling assets, and resolving concerns about who should serve or how the role is being carried out.
- Estate Or Trust Connected
- Help Acting As Executor
- There Will Or Trust
- Person Passed Away, Or
- There Assets That Be
- There Any Disagreement, Delay,
- Interested Person In Estate
- Willing Speak With Professional
The questions your team needs answered
Every executor and trustee services intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is the estate or trust connected to a person who lived or owned property in the United States? | Confirms US jurisdiction so out-of-country estates don't consume consultation time on a matter you may not handle. |
| Are you looking for help acting as an executor (for a will) or a trustee (for a trust), or help with someone currently serving in that role? | Distinguishes executor-under-a-will work from trustee-under-a-trust work, which often calls for different intake follow-ups and even different attorneys. |
| Is there a will or trust document (even if you are not sure where it is yet)? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
| Has the person passed away, or does the trust need active management right now? | Whether the person has died or the trust needs active management right now is the clearest signal of how urgently the matter needs attention. |
| Are there assets that need to be handled (such as a home, bank accounts, investments, business interests, or debts)? | The presence of a home, investments, or business interests indicates the administration is substantive rather than a simple, low-asset situation. |
| Is there any disagreement, delay, or concern about how the executor/trustee is handling things (or about who should serve)? | A disagreement or delay flag separates routine administration support from potential fiduciary conflict work that may need different handling. |
| Are you an interested person in the estate or trust (for example, named executor/trustee, beneficiary, heir, or close family member)? | Confirms the caller actually has standing in the estate or trust, rather than being an unrelated third party. |
| Are you willing to speak with a professional and provide basic documents and information (names, dates, and what assets exist)? | Willingness to share names, dates, and asset details up front indicates the caller can move quickly into a real consultation. |
How Cliont scores executor and trustee services leads
Every answer is weighted automatically — no manual review required.
Value signals
- Estate Or Trust Connected: yes
- Help Acting As Executor: yes
- There Will Or Trust: yes
- Person Passed Away, Or: yes
- There Assets That Be: yes
- There Any Disagreement, Delay,: yes
Urgency signals
- Person Passed Away, Or
See the lead your team receives
Trustee Dispute — Active Trust Administration
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 executor and trustee services workflows
| Cliont capability | Executor And Trustee Services application |
|---|---|
| Conditional question logic | Only asks about disagreement or delay in how the executor/trustee is handling things when it's relevant, keeping the intake short for straightforward administration inquiries. |
| Lead scoring engine | Weights whether the person has passed away or the trust needs active management right now heavily, so genuinely urgent matters surface above general inquiries. |
| Document upload | Collects the will or trust document (if located) directly in the intake so it's attached to the lead before it reaches your CRM. |
| CRM routing | Sends qualified executor/trustee matters — including flagged disputes — straight into your CRM with the interested-party relationship already captured. |
Common executor and trustee services lead scenarios
Death triggers active administration
The person has passed away, assets like a home or accounts need handling, and the caller wants help stepping into the executor role — this combination scores highest and routes for prompt follow-up.
Dispute over who should serve
A beneficiary flags a disagreement or delay in how the current executor or trustee is handling things; the intake captures this concern separately so it can be routed as a fiduciary conflict rather than routine administration.
Trust needs ongoing management, no death
A trustee is already serving under a living trust that needs active management even though no one has passed away — a different fact pattern than probate-triggered executor work.
Estate has no US connection
The person never lived in or owned property in the United States, which lowers the fit for firms that only handle domestic estates and lets you screen the call before offering time.
Documents not located yet
The caller isn't sure a will or trust exists but is willing to provide names, dates, and asset details — a lower-certainty but still workable early-stage inquiry.
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
Executor and Trustee Services lead-intake FAQs
Does the intake separate executor matters from trustee matters?
Yes — the intake directly asks whether the caller needs help acting as an executor under a will or a trustee under a trust, so you see which role is at issue before you ever pick up the phone.
What happens if the intake shows a dispute over who should serve?
The intake asks separately whether there's disagreement, delay, or concern about how the executor or trustee is handling things, so contested matters are flagged distinctly from routine administration requests you may want to route differently.
Will the intake screen out estates with no connection to the US?
The intake asks whether the estate or trust involves someone who lived or owned property in the United States, so out-of-jurisdiction inquiries are visible before you commit consultation time.
What if the caller hasn't located the will or trust yet?
That's still captured — the intake asks whether a document exists even if its location is unknown, and pairs that with whether the caller is willing to provide basic names, dates, and asset information.
How does the intake know if this is urgent?
Urgency is driven by whether the person has passed away or the trust needs active management right now — that answer carries the highest weight in the scoring.
What documents get collected before the lead reaches my CRM?
The intake is built to gather the will or trust document if available, along with basic details on assets and involved parties, so you're not starting the consultation from zero.
Turn executor and trustee services visitors into qualified cases
Give every executor and trustee services visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.