Family limited partnership intake that captures asset and control
The intake asks whether real estate, a business, or investments are involved, whether the goal is family control or tax and creditor protection, and whether a death has already triggered probate — with asset schedules collected before the enquiry reaches your CRM.
The exact intake your family limited partnerships leads complete
This is the real 7-question guided intake for Family Limited Partnerships — the same flow your customers finish before you ever pick up the phone.
What a qualified family limited partnerships lead should tell you
Legal work to form, revise, or unwind a family limited partnership that holds real estate, a business, or investments so a family can pass those assets to the next generation while keeping defined control, tax, or creditor-protection terms in place.
- Help Setting Up, Changing,
- This Matter Related Assets
- Person Who Owns Assets,
- Have Significant Assets Want
- One Goals Pass Assets
- Want Reduce Future Estate
- Help Because Someone Has
The questions your team needs answered
Every family limited partnerships intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you looking for help setting up, changing, or reviewing a family limited partnership (FLP) for your family’s assets? | This is the gating question that confirms the enquiry is actually about forming, changing, or reviewing an FLP, not a different estate-planning matter. |
| Is this matter related to assets located in the United States or a person who lives in the United States? | A no answer here flags cross-border assets or clients, which many domestic estate-planning practices aren't set up to handle. |
| Are you the person who owns the assets, a family member involved, or someone authorized to act (like an executor, trustee, or agent under a power of attorney)? | Confirms the submitter has actual standing — owner, family member, or authorized fiduciary — before staff spend time scheduling a consultation. |
| Do you have significant assets you want to place in or manage through an FLP (such as real estate, a business, investments, or valuable property)? | An FLP only makes sense with real assets to place inside it, so this confirms there's enough substance to warrant the structure. |
| Is one of your goals to pass assets to children or other family members while keeping some control or setting rules for how the assets are managed? | Identifies the core motivation of retaining control while transferring wealth, which shapes how the partnership agreement needs to be drafted. |
| Do you want to reduce future estate or gift taxes, or protect family assets from certain risks (like creditors or divorce), as part of your planning? | Distinguishes whether tax reduction, creditor protection, or divorce protection is driving the matter, which affects both structuring advice and which attorney should take the call. |
| Do you need help because someone has died and an FLP is involved in the estate or probate process? | Separates new-formation enquiries from matters where a death has already put an existing FLP into the probate process, which follow a very different workflow. |
How Cliont scores family limited partnerships leads
Every answer is weighted automatically — no manual review required.
Value signals
- Help Setting Up, Changing,: yes
- This Matter Related Assets: yes
- Person Who Owns Assets,: yes
- Have Significant Assets Want: yes
- One Goals Pass Assets: yes
- Want Reduce Future Estate: yes
See the lead your team receives
Family Limited Partnership 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 family limited partnerships workflows
| Cliont capability | Family Limited Partnerships application |
|---|---|
| Conditional question branching | Filters out enquiries that aren't actually about setting up, changing, or reviewing an FLP before the rest of the asset and goal questions are shown. |
| Authority and standing check | Flags submissions where the person isn't the owner, a family member, or an authorized executor/trustee/agent, so front-desk staff can confirm standing before booking a consultation. |
| Jurisdiction flag | Surfaces matters where the assets or person aren't U.S.-based, letting the firm route or decline cross-border FLP enquiries without a call. |
| Goal-based tagging | Tags each lead by whether the stated priority is family control/succession or tax and creditor protection, so it can be routed to the attorney best suited to that focus. |
| Pre-consultation document requests | Collects asset schedules and any existing partnership or entity paperwork up front, so the attorney isn't discovering the asset mix for the first time in the room. |
Common family limited partnerships lead scenarios
Family business moving into an FLP
Parents want to shift a family business or investment portfolio into a partnership so children gain interests while the parents keep management control — the intake surfaces both the asset type and the control goal.
Existing FLP now in probate
A partner in an established FLP has died and the estate needs the partnership interests administered — the intake flags this as a probate-linked matter rather than a new formation.
Creditor or divorce protection focus
A client's primary goal is shielding family assets from a creditor or divorce exposure rather than tax savings, which changes which attorney on the team should take the consultation.
Enquiry from someone without authority
A relative or friend submits the form but isn't the asset owner, executor, trustee, or agent under a power of attorney — the intake surfaces this so the firm can confirm standing before booking time.
Assets or client outside the United States
The assets or the person involved are not located in or resident in the United States, a fact the intake captures separately from the core FLP goals so it can be routed or declined appropriately.
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More estate planning and probate intake templates
Family Limited Partnerships lead-intake FAQs
How does the intake separate real FLP matters from general trust or business-succession enquiries?
The first question directly asks whether the person is looking to set up, change, or review a family limited partnership, and later questions confirm whether significant assets and a control-plus-succession goal are actually present — so a general estate-planning enquiry doesn't get scored as an FLP matter.
What happens if the person filling out the form isn't the asset owner?
One question specifically asks whether the submitter is the owner, a family member involved, or someone authorized to act, such as an executor, trustee, or agent under a power of attorney, so submissions from unrelated third parties are visible before you offer a consultation.
Can the intake tell me if the matter involves assets or a person outside the United States?
Yes — a dedicated question confirms whether the assets or the individual are located in or resident in the United States, which matters if your practice doesn't handle cross-border estate structures.
Does the intake distinguish a new FLP formation from an FLP tangled up in an active probate?
Yes — one question covers whether the goal is setting up, changing, or reviewing an FLP, and a separate question asks whether someone has died and an FLP is already involved in the estate or probate process, so you can see which type of matter it is before scheduling.
Will the intake capture whether the client wants tax savings or creditor protection specifically?
Yes — a question asks whether reducing future estate or gift taxes, or protecting assets from creditors or divorce, is part of the goal, so you know the client's underlying motivation before the first conversation.
What shows up in my CRM for an FLP enquiry?
You get the submitter's relationship to the assets, whether significant assets like real estate, a business, or investments are involved, the stated control and tax/creditor goals, and whether probate is already underway, alongside any uploaded asset documentation.
Turn family limited partnerships visitors into qualified cases
Give every family limited partnerships visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.