Informal probate intake that captures beneficiary agreement up front
The guided intake asks whether a valid will exists, whether all beneficiaries agree on distribution, and whether your state allows filing with a probate registrar instead of a judge. Death certificate and will uploads are collected up front, so only informal-probate-ready matters reach your CRM.
The exact intake your informal probate leads complete
This is the real 6-question guided intake for Informal Probate — the same flow your customers finish before you ever pick up the phone.
What a qualified informal probate lead should tell you
A simplified probate process available when an estate has a valid will, no disputes among heirs, and is eligible for filing with a probate registrar rather than a full court hearing.
- Someone Passed Away And
- Estate Relatively Straightforward, With
- State Allow Informal Probate
- All Beneficiaries And Heirs
- Estate Small Enough Or
- Help Filing Necessary Paperwork
The questions your team needs answered
Every informal probate intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Has someone passed away and do you need help with a simplified or informal probate process (without a full court hearing)? | This confirms a death has occurred and the caller is actively seeking help with the informal process, which is the baseline requirement before anything else in the catalog matters. |
| Is the estate relatively straightforward, with a valid will and no disputes among beneficiaries? | A valid will with no disputes is close to a prerequisite for informal probate, so a 'no' here signals the matter may need formal proceedings or dispute-focused counsel instead. |
| Does your state allow informal probate procedures (such as filing with a probate registrar instead of a judge)? | Informal probate only exists where state law permits registrar filing, so a 'no' here means the lead should likely be treated as a Formal Probate inquiry. |
| Are all beneficiaries and heirs in agreement about the distribution of assets and the appointment of a personal representative? | Heir agreement on distribution and the personal representative is what keeps a probate matter uncontested; disagreement here is a strong signal the estate may not stay informal. |
| Is the estate small enough or simple enough that a full formal probate proceeding is not necessary? | Estate size and complexity determine whether informal procedures are even available, separating this lead from one that needs full formal probate. |
| Do you need help filing the necessary paperwork to open an informal probate and obtain letters of authority? | This identifies leads that are ready for concrete engagement — filing paperwork and obtaining letters of authority — rather than still deciding whether to open probate at all. |
How Cliont scores informal probate leads
Every answer is weighted automatically — no manual review required.
Value signals
- Someone Passed Away And: yes
- Estate Relatively Straightforward, With: yes
- State Allow Informal Probate: yes
- All Beneficiaries And Heirs: yes
- Estate Small Enough Or: yes
- Help Filing Necessary Paperwork: yes
See the lead your team receives
Informal 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 informal probate workflows
| Cliont capability | Informal Probate application |
|---|---|
| Conditional scoring logic | Weighs beneficiary agreement and state eligibility answers together, so a straightforward estate with a disagreement doesn't score the same as one with full consensus. |
| Document capture | Requests the death certificate and existing will directly in the intake flow, before the lead reaches your CRM. |
| Lead routing to CRM | Sends only leads that clear the informal probate threshold — valid will, agreement, state eligibility — into your CRM as consultation-ready matters. |
| Yes/no qualification questions | Uses the six informal probate questions to distinguish simple, uncontested estates from ones that likely need formal probate instead. |
Common informal probate lead scenarios
Clean informal filing
A valid will exists, heirs agree on distribution, and the state permits registrar filing — the intake scores this combination high and routes it straight to your CRM as consultation-ready.
Beneficiaries in disagreement
The estate otherwise qualifies, but the intake flags 'no' on beneficiary agreement, lowering the score so you can decide whether it's still informal probate or a matter better suited to mediation or dispute counsel.
State doesn't allow informal filing
A caller assumes informal probate applies, but a 'no' on state eligibility signals this needs formal probate instead, letting you redirect before booking a consultation for the wrong process.
Estate too large for informal track
The will and agreement questions score well, but a 'no' on estate size or simplicity flags that formal probate may be required, so the lead isn't treated as a straightforward informal matter by default.
Ready to file letters of authority
All qualifying answers come back yes and the caller confirms they need help filing paperwork to open the estate and obtain letters of authority — a direct, actionable request for your CRM.
Connect Cliont to your workflow
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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
Informal Probate lead-intake FAQs
How does the intake tell informal probate leads apart from formal probate leads?
The intake asks directly whether the estate is simple enough to avoid a full formal proceeding and whether the state allows filing with a probate registrar rather than a judge. A 'no' on either pushes the lead toward being flagged as a possible Formal Probate matter instead.
What happens if the intake shows beneficiaries don't agree?
Disagreement among heirs lowers the lead's score because informal probate typically depends on consensus. You can still review the lead in your CRM, but it's flagged differently than a fully agreed, uncontested estate.
Does the intake check whether informal probate is even available in the caller's state?
Yes — one question specifically asks whether the state permits registrar-based informal filing. If it doesn't, the lead is scored lower for this subservice rather than assumed to qualify.
What do prospective clients need to upload before their consultation is booked?
The intake collects the death certificate and a copy of the will where one exists, so you have the core documents in hand before the first conversation.
What makes a lead score as High Priority for informal probate?
A combination of yes answers — someone has passed away, there's a valid will, no disputes among beneficiaries, state eligibility, and a request for help filing paperwork — pushes the score up and marks the lead consultation-ready.
Can this intake redirect a lead to a different probate service if it doesn't fit?
The catalog's questions on estate size and state eligibility are designed to surface when a matter looks more like Formal Probate, so you can see that signal before scheduling time for the wrong process.
Turn informal probate visitors into qualified cases
Give every informal probate visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.