Which generation-skipping trust enquiries deserve consultation time
The intake asks whether GST exemption use is part of the strategy, whether the estate value is large enough to trigger GST tax, and whether an existing trust needs review — plus a place to upload trust documents and asset summaries — so you see the shape of the matter before the consultation.
The exact intake your generation-skipping trusts leads complete
This is the real 6-question guided intake for Generation-Skipping Trusts — the same flow your customers finish before you ever pick up the phone.
What a qualified generation-skipping trusts lead should tell you
A generation-skipping trust intentionally bypasses the client's children to pass wealth to grandchildren or later generations, and typically involves allocating GST tax exemption as part of a larger estate plan.
- Transfer Wealth Directly Grandchildren
- Total Value Assets Want
- Want Set Up Trust
- Interested In Using Gst
- Have Existing Trusts Or
- This Related Assets In
The questions your team needs answered
Every generation-skipping trusts intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you looking to transfer wealth directly to grandchildren or future generations while minimizing estate and gift taxes? | A yes confirms the prospect's core intent is generation-skipping wealth transfer rather than a standard trust or will matter. |
| Is the total value of the assets you want to transfer significant enough that generation-skipping transfer tax (GST tax) could apply? | Confirms the estate is large enough for GST tax exposure to be a genuine planning concern rather than a hypothetical one. |
| Do you want to set up a trust that skips your children and benefits your grandchildren or later generations? | Establishes the specific fact pattern of skipping children entirely, which distinguishes this matter from a typical multi-generational trust. |
| Are you interested in using your GST tax exemption as part of a broader estate planning strategy? | Shows whether the prospect is thinking about GST exemption as part of a coordinated strategy rather than in isolation. |
| Do you have existing trusts or estate plans that need to be reviewed for generation-skipping provisions? | Signals whether the work is a review of an existing instrument rather than drafting a new trust from the start. |
| Is this planning related to assets in the United States, and are the beneficiaries U.S. persons? | Flags cross-border assets or non-U.S. beneficiaries, which changes the tax and jurisdictional analysis before you take the matter. |
How Cliont scores generation-skipping trusts leads
Every answer is weighted automatically — no manual review required.
Value signals
- Transfer Wealth Directly Grandchildren: yes
- Total Value Assets Want: yes
- Want Set Up Trust: yes
- Interested In Using Gst: yes
- Have Existing Trusts Or: yes
- This Related Assets In: yes
See the lead your team receives
Generation-Skipping Trust 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 generation-skipping trusts workflows
| Cliont capability | Generation-Skipping Trusts application |
|---|---|
| Weighted lead scoring | Each of the six GST-specific questions carries its own weight, so a prospect who confirms high asset value, a clear intent to skip children, and GST exemption planning scores meaningfully higher than a general inquiry. |
| Document upload widget | Prospects with an existing trust can upload it directly so you can assess whether generation-skipping provisions are already present before the consultation. |
| CRM routing by score band | Leads confirming GST tax exposure and grandchild-focused transfer intent route into your CRM as High Priority, while lower-value estates land as a lower band for manual review. |
| Video intake widget | Prospects can walk through their family structure and transfer goals on video, which is useful given how fact-specific generation-skipping and exemption questions are. |
Common generation-skipping trusts lead scenarios
Grandchildren-focused wealth transfer
A prospect wants to skip their children entirely and direct significant assets to grandchildren, with the estate large enough that GST tax is a real concern.
GST exemption layered into broader plan
A client already has an estate strategy underway and wants to know how allocating GST exemption fits alongside it, rather than starting from scratch.
Existing trust needs GST review
A prospect has a trust drafted years ago and isn't sure it includes generation-skipping provisions, so they need a review rather than a new instrument.
Cross-border beneficiaries flagged
The intake surfaces that assets or beneficiaries sit outside the U.S., which changes the analysis and lets you decide fit before booking time.
Estate below the GST threshold
A prospect's total assets don't clearly rise to the level where GST tax applies, letting you screen the enquiry before offering a consultation.
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More estate planning and probate intake templates
Generation-Skipping Trusts lead-intake FAQs
How does the intake surface whether GST tax actually applies to a prospect's estate?
One catalog question asks directly whether the total value of assets to be transferred is significant enough for generation-skipping transfer tax to apply, which weights heavily toward a qualified lead when answered yes.
Can the intake distinguish a true generation-skipping request from a standard trust inquiry?
Yes — the catalog asks whether the prospect wants to skip their children in favor of grandchildren or later generations, which is the defining fact pattern for this matter type.
What if the prospect already has an estate plan or trust in place?
The intake asks whether existing trusts or estate plans need review for generation-skipping provisions, so you can see whether this is a review engagement rather than a new-trust drafting matter before you respond.
Does the intake flag international or non-U.S. situations?
It asks whether the planning relates to U.S. assets with U.S.-person beneficiaries, so you can identify cross-border complexity before committing consultation time.
What documents does the intake collect before the consultation?
You can require upload of existing trust or estate planning documents and an asset or net worth summary, so you're reviewing real numbers rather than a verbal estimate.
How is this different from your general Estate Planning intake page?
This intake is scoped to GST-specific fact patterns — skipping generations, GST exemption use, and GST tax exposure — rather than the broader will, trust, or power-of-attorney questions used on the general Estate Planning and Irrevocable Trusts pages.
Turn generation-skipping trusts visitors into qualified cases
Give every generation-skipping trusts visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.