Fiduciary litigation intake that captures the alleged loss up front
The intake asks whether a will or trust is involved, whether the fiduciary took funds or hid information, and what financial loss resulted — with trust documents and account records collected before the matter reaches your CRM.
The exact intake your fiduciary litigation leads complete
This is the real 8-question guided intake for Fiduciary Litigation — the same flow your customers finish before you ever pick up the phone.
What a qualified fiduciary litigation lead should tell you
A dispute over an executor, trustee, guardian, or agent under a power of attorney who is believed to have mishandled estate or trust assets, breached fiduciary duties, or hidden information from beneficiaries.
- Issue About Someone Managing
- Believe That Person Mishandled
- Beneficiary, Heir, Co-Trustee, Co-Executor,
- There Will Or Trust
- This Caused Or Likely
- Know Name Person Believe
- Main Problem Happen Within
- Lawyer Help Take Action
The questions your team needs answered
Every fiduciary litigation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is your issue about someone managing an estate, trust, or a loved one’s money/property (for example, an executor, trustee, guardian, or agent under a power of attorney)? | Confirms this is actually a fiduciary duty matter involving an executor, trustee, guardian, or agent, not a general estate or family dispute. |
| Do you believe that person mishandled money or property (such as taking funds, self-dealing, hiding information, or not following the will/trust)? | Distinguishes an actual breach of duty from a beneficiary simply disagreeing with a fiduciary's discretionary decisions. |
| Are you a beneficiary, heir, co-trustee, co-executor, or someone with a direct financial interest in the estate or trust? | Confirms the caller has standing to pursue a claim, since only interested parties can bring fiduciary litigation. |
| Is there a will or trust (or a probate or trust administration) involved in this situation? | Verifies there's a governing will, trust, or probate matter for the litigation to attach to. |
| Has this caused or likely caused a meaningful financial loss to you or the estate/trust (for example, missing money, unpaid bills/taxes, or property sold improperly)? | Quantifies actual or likely damages, which is often the difference between a viable case and a fee-only consultation. |
| Do you know the name of the person you believe mishandled the estate/trust or finances? | Without an identified fiduciary, the firm can't yet evaluate who the claim would be filed against. |
| Did the main problem happen within the last 3 years (or are you still discovering it now)? | Flags conduct outside a recent window so the firm can check statute-of-limitations exposure before the consultation. |
| Are you looking for a lawyer to help you take action (such as getting an accounting, removing the fiduciary, or recovering money/property)? | Confirms the caller wants to pursue legal action, not just get information about their rights. |
How Cliont scores fiduciary litigation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Issue About Someone Managing: yes
- Believe That Person Mishandled: yes
- Beneficiary, Heir, Co-Trustee, Co-Executor,: yes
- There Will Or Trust: yes
- This Caused Or Likely: yes
- Know Name Person Believe: yes
See the lead your team receives
Fiduciary Litigation 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 fiduciary litigation workflows
| Cliont capability | Fiduciary Litigation application |
|---|---|
| Weighted lead scoring | Prioritizes leads where the caller has standing, believes a fiduciary mishandled assets, and can point to a confirmed financial loss over leads that only raise a general concern. |
| Document upload during intake | Collects the will or trust, account statements, and fiduciary correspondence before the consultation, so you're not requesting basic records on the call. |
| Conditional follow-up questions | Surfaces whether the fiduciary has been identified by name and whether the conduct occurred within the last three years, flagging cases that need an accounting demand or a statute-of-limitations check first. |
| Automatic CRM routing | Sends only leads with confirmed standing and a will, trust, or probate matter into your CRM, keeping general estate questions out of your fiduciary litigation pipeline. |
Common fiduciary litigation lead scenarios
Trustee accused of self-dealing
A named beneficiary reports the trustee sold trust property to themselves and won't produce accountings; every high-value signal is confirmed, so the lead routes straight to your CRM as a priority match.
Suspected mismanagement, no confirmed loss
The caller believes an executor is hiding information but hasn't yet confirmed missing money or unpaid bills; the intake still flags the concern but scores it lower until damages are clearer.
Fiduciary not yet identified
A co-trustee suspects wrongdoing but can't yet name who is responsible; the intake captures this gap so you know you'd need an accounting demand before a viable claim exists.
Old conduct resurfacing years later
The alleged mishandling happened more than three years ago and was only just discovered; the intake surfaces the timing so you can weigh statute-of-limitations exposure before booking a consultation.
Inquiry without financial interest
Someone with no beneficiary, heir, or co-fiduciary relationship to the estate asks about a family member's trustee; the intake flags the lack of standing rather than sending it through as a strong match.
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
Fiduciary Litigation lead-intake FAQs
How does the intake check whether someone actually has standing to bring a fiduciary claim?
It asks directly whether the person is a beneficiary, heir, co-trustee, co-executor, or otherwise has a direct financial interest in the estate or trust, which is weighted heavily in the score since standing is a threshold requirement for this type of claim.
What happens if the caller doesn't know the name of the person they suspect mishandled the trust?
The intake still captures the lead, but not knowing the fiduciary's identity lowers the score slightly since you'd need to identify the responsible party before an accounting demand or petition can move forward.
Does the intake confirm there's actually a will, trust, or probate matter involved?
Yes, one of the qualification questions asks specifically whether a will, trust, probate, or trust administration is part of the situation, which separates real fiduciary disputes from general financial disagreements.
How does timing affect how a lead is scored?
The intake asks whether the main problem happened within the last three years or was only recently discovered, since older conduct can raise statute-of-limitations questions you'll want to assess before the consultation.
What documents does the intake collect before a fiduciary litigation lead reaches my CRM?
It's built to gather the governing will or trust document, account statements or accounting records showing the suspected mismanagement, and any correspondence with the fiduciary.
How is this intake different from the one for will contests or trust contests?
Fiduciary litigation questions focus on whether a fiduciary mishandled money or property after being appointed, while will and trust contest intakes focus on the validity of the document itself — so the two lead types are scored on different signals even when they overlap on the same estate.
Will a lead with a suspected but unconfirmed financial loss still show up as qualified?
It can still score reasonably well if the caller has standing and believes mishandling occurred, but confirmed financial loss carries its own weight, so leads with clear damages will consistently outrank ones based on suspicion alone.
Turn fiduciary litigation visitors into qualified cases
Give every fiduciary litigation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.