See which gift enquiries already exceed the annual exclusion
Every gift tax enquiry answers whether the gift is part of a larger estate plan, whether prior returns have been filed, and whether cash, property, or business interests are involved — with supporting documents collected upfront and only qualified matters landing in your CRM.
The exact intake your gift tax planning leads complete
This is the real 7-question guided intake for Gift Tax Planning — the same flow your customers finish before you ever pick up the phone.
What a qualified gift tax planning lead should tell you
Gift tax planning covers structuring lifetime gifts of cash, property, or business interests to minimize gift tax exposure, make use of annual exclusions and the lifetime exemption, and handle related reporting or compliance.
- Help With Gifts Family
- Made, Or Plan Make,
- Interested In Strategies Like
- Want Transfer Business Interests,
- Concerned About Using Up
- Already Filed Gift Tax
- This Gift Part Larger
The questions your team needs answered
Every gift tax planning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you looking for help with planning gifts to family members or others in a way that minimizes gift taxes? | Confirms the prospect is specifically seeking gift tax minimization rather than general estate planning, which sets the matter type before any other question. |
| Have you made, or do you plan to make, large gifts (such as cash, property, or business interests) that may exceed the annual gift tax exclusion? | A gift that may exceed the annual exclusion signals a real reporting or planning need rather than a hypothetical question. |
| Are you interested in strategies like annual exclusion gifts, irrevocable trusts, or family limited partnerships to reduce gift tax exposure? | Interest in specific strategies like irrevocable trusts or family limited partnerships indicates a prospect ready for structured planning work, not just information. |
| Do you want to transfer business interests, real estate, or other valuable assets to the next generation during your lifetime? | Lifetime transfers of business interests or real estate typically require more complex valuation and structuring than a simple cash gift. |
| Are you concerned about using up your lifetime gift and estate tax exemption, or do you need help understanding how much you can give tax-free? | Uncertainty about the lifetime exemption points to prospects at the exploratory stage who need strategic guidance before making any transfer. |
| Have you already filed gift tax returns, or do you need help with gift tax reporting and compliance? | Distinguishes prospects who already have a completed gift needing compliance help from those still in the planning stage. |
| Is this gift planning part of a larger estate plan to reduce the overall tax burden on your estate? | Shows whether the gift is one piece of a broader estate plan, which typically means a larger overall engagement than an isolated gift question. |
How Cliont scores gift tax planning leads
Every answer is weighted automatically — no manual review required.
Value signals
- Help With Gifts Family: yes
- Made, Or Plan Make,: yes
- Interested In Strategies Like: yes
- Want Transfer Business Interests,: yes
- Concerned About Using Up: yes
- Already Filed Gift Tax: yes
See the lead your team receives
Gift Tax Planning 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 gift tax planning workflows
| Cliont capability | Gift Tax Planning application |
|---|---|
| Weighted lead scoring | Prioritizes prospects who mention transferring business interests, real estate, or amounts exceeding the annual exclusion over general questions about how gift tax works. |
| Document upload capture | Collects prior gift tax filings, appraisals, or ownership documents for the assets being gifted before the first consultation. |
| CRM routing | Sends only prospects who've confirmed a specific gift, exemption concern, or transfer strategy into your CRM, rather than every general estate tax question. |
| Guided qualification flow | Separates prospects who've already made a large gift and need compliance help from those still exploring exemption use or trust strategies, so you know the matter type before scheduling. |
Common gift tax planning lead scenarios
Large gift already made
A prospect made a cash or property gift that may exceed the annual exclusion and needs help with reporting, flagging both a completed transfer and a compliance question.
Business interests moving to heirs
A business owner wants to transfer company shares or real estate to the next generation during their lifetime as part of a broader estate plan, a signal for higher-value structuring work.
Exemption strategy, no gift yet
Someone is concerned about using up their lifetime exemption and wants to understand annual exclusion gifts or irrevocable trusts before making any transfer, distinct from a prospect who has already acted.
Compliance-only request
A prospect has already filed gift tax returns and only needs help with reporting accuracy, which the intake can flag as a narrower, lower-scope matter than full gift planning.
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
Gift Tax Planning lead-intake FAQs
Can the intake tell the difference between a one-time gift and ongoing multi-year gift planning?
Yes. The intake separates whether a large gift exceeding the annual exclusion has already occurred from whether the prospect wants an ongoing strategy involving trusts or family limited partnerships, so you can see the scope before the consultation.
What if the prospect hasn't made any gifts yet and is just asking about the exemption?
The intake captures that concern directly through the lifetime exemption question, so you can identify early-stage planning conversations separately from prospects who have already transferred assets.
Does the intake flag prospects who want to transfer business interests during their lifetime?
Yes, that question is asked directly and is one of the higher-weighted signals in the scoring, since lifetime transfers of business or real estate interests typically involve more complex structuring than a simple cash gift.
How is a lead scored if they've already filed gift tax returns and just need compliance help?
Reporting and compliance needs are captured as their own question, so those leads still score but can be distinguished from prospects who need forward-looking exemption or trust strategy work.
Can the intake surface leads that might need an irrevocable trust or family limited partnership instead?
Yes, interest in those specific strategies is asked directly, which lets you route those prospects toward the right conversation or, where relevant, toward your irrevocable trusts or family limited partnerships intake.
There's no urgency signal in this catalog, so how does the intake prioritize leads?
Gift tax planning doesn't carry a built-in urgency question, so priority is driven by value signals instead, such as the size of the gift, business or real estate transfers, and whether the request sits inside a larger estate plan.
Turn gift tax planning visitors into qualified cases
Give every gift tax planning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.