Formal probate intake that captures estate value and asset titling up
Ask whether the estate includes solely-titled real estate or accounts, whether the will is contested, and whether the value clears your state's formal probate threshold — with a death certificate required before the lead reaches your CRM.
The exact intake your formal probate leads complete
This is the real 6-question guided intake for Formal Probate — the same flow your customers finish before you ever pick up the phone.
What a qualified formal probate lead should tell you
Court-supervised administration of a deceased person's estate, required when there is a contested will, no will at all, or assets solely titled in the decedent's name above the state's summary-probate threshold.
- Someone Passed Away And
- There Will That Be
- Estate Include Real Estate,
- There Disputes About Will'S
- Total Value Estate Above
- Attorney Represent Through Full
The questions your team needs answered
Every formal probate intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Has someone passed away and does the estate need to go through the formal probate process in court? | This confirms a death has actually occurred and court probate is genuinely needed, filtering out inquiries made before the matter is ripe for formal filing. |
| Is there a will that needs to be validated by the court, or did the person die without a will (intestate)? | Whether a will exists or the estate is intestate changes which court steps and notice requirements apply, which affects scope and fee discussion. |
| Does the estate include real estate, vehicles, or financial accounts titled solely in the deceased person's name? | Real estate, vehicles, or accounts held solely in the decedent's name are the assets that typically force a formal probate filing rather than a non-probate transfer. |
| Are there disputes about the will's validity, who should serve as executor, or how assets should be distributed? | Disputes over validity, the executor, or distribution signal a contested matter that needs earlier and more careful attorney involvement than a routine, uncontested filing. |
| Is the total value of the estate above your state's threshold for simplified or summary probate procedures? | Whether the estate clears the state's summary-probate threshold determines if this is genuinely a formal probate matter or a better fit for a simplified procedure. |
| Do you need an attorney to represent you through the full court-supervised probate process? | Whether the caller wants full attorney representation through the court process versus limited guidance affects the scope of engagement you'd be agreeing to on the consultation. |
How Cliont scores formal probate leads
Every answer is weighted automatically — no manual review required.
Value signals
- Someone Passed Away And: yes
- There Will That Be: yes
- Estate Include Real Estate,: yes
- There Disputes About Will'S: yes
- Total Value Estate Above: yes
- Attorney Represent Through Full: yes
See the lead your team receives
Formal Probate 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 formal probate workflows
| Cliont capability | Formal Probate application |
|---|---|
| Weighted qualification scoring | Estate value above the summary-probate threshold and solely-titled assets carry the heaviest weights, so estates that clearly require full court supervision surface above borderline or summary-eligible cases. |
| Conditional intake logic | Whether the estate is intestate or has a will to validate is captured as a single branch, letting you see at a glance which court steps the matter will require without a separate follow-up call. |
| Document collection before scoring | A death certificate and, where one exists, a copy of the will are collected as part of the intake, so a case file is already started before you agree to a consultation. |
| Dispute flagging | Answers indicating disputes over the will, executor, or asset distribution are weighted to push contested matters to the top of your queue ahead of routine, uncontested filings. |
Common formal probate lead scenarios
Contested will above probate threshold
A caller reports disputes over the will's validity or the executor, and the estate value exceeds the state's summary probate threshold. This combination of high-weight signals should route straight to a priority consultation.
Intestate estate needs full representation
The decedent died without a will, but owned real estate or accounts solely in their name, and the family wants an attorney to handle the full court process. This is a clean, high-value formal probate case.
Estate value near the summary threshold
The caller confirms probate is needed but isn't sure the estate value clears the summary-probate cutoff. The intake surfaces that uncertainty so you can decide whether it's a formal probate matter or a better fit for a simplified filing.
No court filing has started yet
Someone has passed away but the caller hasn't confirmed whether formal court probate is actually required. The intake captures this early-stage uncertainty separately from cases that are already clearly headed to court.
Wants to self-file without counsel
The caller confirms an estate needs formal probate but indicates they may not want full attorney representation through the court process, a distinct answer pattern from someone requesting full-service handling.
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- 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
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Only pay when you receive a qualified lead.
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- AI-powered voice bot
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- Automatic lead scoring
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- Charged only for submitted leads
More estate planning and probate intake templates
Formal Probate lead-intake FAQs
How does the intake tell a formal probate matter apart from a simplified or summary filing?
The intake asks directly whether the estate's total value is above your state's threshold for simplified or summary procedures. A no answer flags the lead as a possible better fit for summary administration or a small estate affidavit instead of full formal probate.
What if the caller doesn't know whether there's a valid will?
The intake asks whether a will exists and needs court validation, or whether the person died intestate. Either answer still qualifies as formal probate, but the intestate path is scored to reflect the additional court steps involved.
Does the intake flag contested estates differently from uncontested ones?
Yes. A question asks specifically about disputes over the will's validity, the executor, or asset distribution, and that answer carries one of the higher weights in the scoring model so contested matters stand out from routine filings.
What documents does the intake collect before the lead reaches my CRM?
The required uploads are built around a death certificate, a copy of the will if one exists, and a list of estate assets, so you have the basic paper trail before you spend time on a consultation.
What happens if someone submits the form before probate has actually started?
The first question in the catalog confirms whether the estate actually needs to go through court probate. A no answer scores lower, letting you decide whether to follow up now or wait until the process is underway.
Can this intake catch matters that are really ancillary probate or ongoing administration instead?
This catalog is built specifically for the formal, court-supervised filing itself, not for ongoing estate administration or out-of-state ancillary filings, so leads describing those situations should be reviewed against your Ancillary Probate or Estate Administration intake instead.
Turn formal probate visitors into qualified cases
Give every formal probate visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.