Heggstad petition intake that confirms trust ownership up front
Ask whether a trust existed, which asset is still titled outside it, and whether the caller has access to the trust document — then collect a copy of the trust and current title records before the consultation.
The exact intake your heggstad petitions leads complete
This is the real 7-question guided intake for Heggstad Petitions — the same flow your customers finish before you ever pick up the phone.
What a qualified heggstad petitions lead should tell you
A California probate court procedure (Probate Code §850) used to confirm that an asset left titled in a deceased person's individual name — like a house or bank account — actually belongs to their existing trust, avoiding full probate when the transfer was simply never completed.
- Person Who Owned Property
- Person Living In California
- Person Have Trust (Living
- There At Least One
- Have Access Copy Trust
- Trustee, Beneficiary, Or Close
- There Disagreement Or Refusal
The questions your team needs answered
Every heggstad petitions intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Did the person who owned the property die? | Confirms the decedent has died, the threshold fact a Heggstad petition depends on. |
| Was the person living in California when they died, or is the property located in California? | Establishes California residency or property location, since Probate Code §850 procedure only applies when that tie exists. |
| Did the person have a trust (living trust) that was supposed to hold their property? | Confirms a trust actually existed to receive the asset — without it, there is no Heggstad petition to file. |
| Is there at least one major asset (like a house, land, or a bank/investment account) that is still in the person's name instead of the trust? | Identifies the specific asset stranded outside the trust, the exact defect a Heggstad petition is designed to fix. |
| Do you have access to a copy of the trust document or know who has it? | Signals how quickly the trust's terms can be evidenced, which affects how fast a petition can be drafted. |
| Are you the trustee, a beneficiary, or a close family member with a reason to help transfer the property into the trust? | Confirms the caller has standing as trustee, beneficiary, or family member to move the transfer forward. |
| Is there a disagreement or refusal by someone that is blocking the transfer of the asset into the trust? | Flags a contested transfer early so the attorney can anticipate objections before the first consultation. |
How Cliont scores heggstad petitions leads
Every answer is weighted automatically — no manual review required.
Value signals
- Person Who Owned Property: yes
- Person Living In California: yes
- Person Have Trust (Living: yes
- There At Least One: yes
- Have Access Copy Trust: yes
- Trustee, Beneficiary, Or Close: yes
See the lead your team receives
Heggstad Petition 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 heggstad petitions workflows
| Cliont capability | Heggstad Petitions application |
|---|---|
| Weighted lead scoring | Trust existence and the stranded-asset answer both carry top weight, so a caller with a real Heggstad fact pattern scores noticeably higher than one who just has a general trust question. |
| Conditional branching | A 'no' on trust existence can route the lead as a mismatch instead of a probate-ready petition, keeping non-Heggstad callers out of your consultation calendar. |
| Document upload capture | Collects the trust document (or notes who holds it) and current title records upfront, so the attorney isn't reviewing chain of title live on the call. |
| CRM routing with lead context | Leads with confirmed trust existence, a stranded asset, and no dispute arrive in your CRM already framed as filing-ready, while disputed transfers arrive flagged separately. |
Common heggstad petitions lead scenarios
Home left outside the trust
Decedent had a living trust but the house was never deeded into it; the intake confirms trust existence, the stranded asset, and document access as a strong Heggstad fit.
No trust was ever created
Caller assumes a Heggstad petition applies but the decedent never set up a trust; the intake catches this on the trust-existence question and routes it as a mismatch rather than a wasted consultation.
Trust document location unknown
A beneficiary knows a trust existed but can't say who holds the document; the intake still scores the lead but flags the missing document access as an open item for the attorney.
Family member blocking the transfer
Someone is refusing to cooperate with moving the asset into the trust; the intake surfaces this dispute separately so the attorney can gauge litigation risk before the first call.
Property in California, decedent elsewhere
The decedent lived out of state but owned California real estate; the intake's domicile/property-location question confirms California procedure applies before any other qualifying detail matters.
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
Heggstad Petitions lead-intake FAQs
How does the intake screen out leads who don't actually have a trust?
The trust-existence question is one of the highest-weighted fields in the catalog, so a 'no' answer scores the lead low — since a Heggstad petition can't exist without a trust to transfer the asset into.
What if the caller isn't sure whether the property was ever moved into the trust?
The intake asks directly whether a major asset is still titled in the decedent's individual name; that answer is what identifies a genuine Heggstad fact pattern versus a general trust or probate matter.
Does the intake distinguish Heggstad candidates from full probate cases?
Yes — combining the trust-existence answer with the stranded-asset answer separates a narrow, single-asset transfer issue from a broader estate that likely needs full probate administration instead.
What happens when a family member is contesting the transfer?
A disputed transfer is captured as its own answer so those leads still reach your CRM, but flagged as higher-friction so you know to expect resistance before the consultation.
Does the intake check whether California law applies at all?
It asks about the decedent's residency or the property's location, since California Probate Code §850 procedure only applies when one of those ties to California.
What documents does the intake gather before the first call?
It requests a copy of the trust (or confirms who holds it) along with current title or account records, so you can review the chain of title before spending consultation time.
Turn heggstad petitions visitors into qualified cases
Give every heggstad petitions visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.