Executor intake that flags probate status, disputes, and liability
Ask about probate status, beneficiary disputes, and personal liability concerns as part of the intake, and require a copy of the will and death certificate before a consultation gets booked.
The exact intake your executor representation leads complete
This is the real 6-question guided intake for Executor Representation — the same flow your customers finish before you ever pick up the phone.
What a qualified executor representation lead should tell you
Legal representation for someone named executor of a will, covering probate filings, court accountings, beneficiary or creditor disputes, and personal liability exposure while administering an estate.
- Been Named As Executor
- Estate Going Through Probate
- There Disputes Among Beneficiaries,
- Help With Court Filings,
- Concerned About Personal Liability
- Estate Involve Complex Assets
The questions your team needs answered
Every executor representation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Have you been named as the executor of a will and need legal representation or guidance to carry out your duties? | Confirming the person is actually the named executor filters out relatives asking on someone else's behalf before you spend time on the matter. |
| Is the estate currently going through probate or does it need to be filed with the probate court? | Whether probate is already open or still needs to be filed tells you the procedural stage and how quickly the matter needs attention. |
| Are there disputes among beneficiaries, creditors, or family members that complicate your role as executor? | Disputes among beneficiaries or creditors often turn a routine administration into a contested matter requiring more strategy before the first consultation. |
| Do you need help with court filings, accountings, or other formal requirements of being an executor? | Needing help with court filings or accountings signals the executor wants ongoing representation rather than a single question answered. |
| Are you concerned about personal liability for decisions you make as executor of the estate? | Concern about personal liability often means the executor has already made or is about to make a decision that carries risk, which changes how urgently they need guidance. |
| Does the estate involve complex assets such as businesses, real estate in multiple states, or significant tax obligations? | Complex assets like businesses, out-of-state real estate, or significant tax obligations usually mean more billable scope and specialized coordination than a simple estate. |
How Cliont scores executor representation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Been Named As Executor: yes
- Estate Going Through Probate: yes
- There Disputes Among Beneficiaries,: yes
- Help With Court Filings,: yes
- Concerned About Personal Liability: yes
- Estate Involve Complex Assets: yes
See the lead your team receives
Executor Representation 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 executor representation workflows
| Cliont capability | Executor Representation application |
|---|---|
| Weighted scoring logic | Weighs the named-executor and probate-filing answers heaviest, so a lead who is already executor of an open probate matter scores well above someone still just asking general questions. |
| Conditional follow-up questions | Surfaces the complex-assets question about businesses, multi-state real estate, or tax exposure so you can spot estates that need more than routine executor guidance. |
| Document upload capture | Collects the will and death certificate up front so you are not chasing paperwork after the intake before deciding whether to take the matter. |
| CRM routing | Sends the completed executor intake, including the disputes and liability answers, directly into your CRM so contested or liability-sensitive matters are visible immediately. |
Common executor representation lead scenarios
Contested estate with feuding beneficiaries
The executor answers yes to disputes among beneficiaries and needs help with court filings, which pushes the lead to the top of the queue instead of sitting in a general inbox.
Liability-anxious first-time executor
Someone named executor for the first time flags concern about personal liability for decisions but reports no disputes or complex assets, so the intake still routes them as qualified without the urgency framing of a contested matter.
Multi-state estate with a business
The estate includes a family business and real estate held in more than one state, triggering the complex-assets question and signaling a matter with more billable scope than a routine filing.
Simple estate already past probate filing
The estate is already filed with the probate court, has no disputes, and the executor just needs help with accountings, giving a more moderate score than a contested or asset-heavy matter.
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 Representation lead-intake FAQs
How does the intake separate a contested estate from a routine one?
The intake asks directly whether there are disputes among beneficiaries, creditors, or family members, and that answer carries one of the higher weights in the catalog, so contested matters surface differently than straightforward administration questions.
Can the intake tell if probate has already been filed?
Yes, one of the qualification questions asks whether the estate is currently in probate or still needs to be filed with the probate court, which lets you see the stage of the matter before you respond.
Does the intake flag executors worried about personal liability?
It asks specifically whether the person is concerned about personal liability for decisions made as executor, which is often the difference between someone who needs a quick answer and someone who needs ongoing representation.
How is this different from your Personal Representative Representation or Executor and Trustee Services intake?
Executor Representation is built around the named-executor role, probate filing status, and court accounting duties specifically, while sibling subservices like Personal Representative Representation or Executor and Trustee Services use their own catalogs tailored to those roles.
What documents does the intake collect before a consultation gets booked?
It requests a copy of the will and, where relevant, the death certificate, so you have the underlying documents on file before you decide whether to take the matter.
Where do qualified executor leads end up?
Once a lead is scored, it is sent to your CRM so it sits alongside your other matters instead of getting buried in a general inbox.
Turn executor representation visitors into qualified cases
Give every executor representation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.