Irrevocable trust intake that captures trustee authority up front
Before you book a consultation, know whether the caller is the grantor, trustee, or beneficiary, whether they already have the trust document, and whether a Medicaid, creditor, or lawsuit deadline is driving the request — with the trust document and photo ID collected upfront.
The exact intake your irrevocable trusts leads complete
This is the real 7-question guided intake for Irrevocable Trusts — the same flow your customers finish before you ever pick up the phone.
What a qualified irrevocable trusts lead should tell you
A trust arrangement that generally cannot be changed or revoked once signed, most often used for asset protection, Medicaid/long-term care planning, or tax reduction — the intake needs to confirm who the caller is to the trust, whether they hold the trust document, and whether a deadline or dispute is driving the request.
- Help Creating, Changing, Or
- Trust (Or Estate )
- Person Who Created Trust,
- Have Copy Trust Document
- There Specific Reason Want
- There Deadline Or Urgent
- There Dispute Or Concern
The questions your team needs answered
Every irrevocable trusts intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you looking for help creating, changing, or ending an irrevocable trust in the United States? | Confirms the caller actually needs irrevocable-trust work rather than a revocable trust or unrelated estate matter. |
| Is the trust (or your estate planning) connected to a U.S. state where you live or where the trust assets are located? | Checks jurisdiction fit by confirming the trust or client is tied to a state you can actually serve. |
| Are you the person who created the trust, a trustee, or a beneficiary (or do you have legal authority to act for one of them)? | Confirms the caller has standing — grantor, trustee, beneficiary, or legal authority — before you spend time on the matter. |
| Do you have a copy of the trust document or know where to get it? | Signals whether the engagement starts with document review or document retrieval, changing how much upfront work is needed. |
| Is there a specific reason you want an irrevocable trust (for example, protecting assets, planning for long-term care, reducing taxes, or controlling how money is used)? | Reveals the underlying goal — asset protection, Medicaid planning, tax reduction, or control — so the matter can be routed to the right expertise. |
| Is there a deadline or urgent event involved (such as a recent death, a lawsuit, a creditor issue, a Medicaid/long-term care application, or a pending sale/transfer of property)? | Flags time-sensitive triggers like a recent death, lawsuit, creditor issue, or Medicaid application that require faster scheduling. |
| Is there a dispute or concern about the trust (such as a trustee not following the rules, missing money, or beneficiaries disagreeing)? | Distinguishes routine planning inquiries from potential fiduciary disputes involving trustee misconduct or missing funds. |
How Cliont scores irrevocable trusts leads
Every answer is weighted automatically — no manual review required.
Value signals
- Help Creating, Changing, Or: yes
- Trust (Or Estate ): yes
- Person Who Created Trust,: yes
- Have Copy Trust Document: yes
- There Specific Reason Want: yes
- There Deadline Or Urgent: yes
Urgency signals
- There Deadline Or Urgent
See the lead your team receives
Irrevocable 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 irrevocable trusts workflows
| Cliont capability | Irrevocable Trusts application |
|---|---|
| Conditional scoring logic | A 'yes' on the deadline/urgent-event question (Medicaid, lawsuit, creditor issue, pending property sale) raises the lead's priority so time-sensitive matters surface first. |
| Document capture at intake | Confirms whether the caller already has a copy of the trust document before the consultation, so you know if you're starting from scratch or reviewing an existing instrument. |
| Lead deprioritization rules | Callers who aren't a grantor, trustee, or beneficiary — or who have no U.S. state connection to the trust — score lower, flagging matters you'd likely decline before a consultation is booked. |
| CRM routing with full context | Sends the caller's role, reason for the trust, document status, and dispute or urgency flags into your CRM together, instead of a bare name and phone number. |
Common irrevocable trusts lead scenarios
Medicaid deadline pressure
A caller flags a Medicaid or long-term care application deadline, which triggers the urgency signal and moves the matter to the top of your queue instead of a standard callback.
Trustee accused of misconduct
The caller reports a trustee not following the rules or missing money — the dispute flag routes this differently from a routine trust question, since it may be a fiduciary-litigation matter rather than planning work.
New asset protection trust
A prospect wants to create an irrevocable trust for asset protection but has no document yet; the intake captures their reason and confirms role and state connection before the document even exists.
Caller lacks standing to act
Someone inquires about a trust they're not a grantor, trustee, or beneficiary of and has no authority to act for one — this scores lower so you can decide whether it's worth a consultation before it's booked.
Existing trust needs modification
A grantor wants to change or end an existing irrevocable trust and already has the trust document in hand, giving you a document-ready lead rather than one requiring retrieval steps first.
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.
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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
Irrevocable Trusts lead-intake FAQs
Does the intake tell me if someone wants to create a new irrevocable trust versus modify or end an existing one?
Yes — the first question in the catalog asks specifically whether the caller wants help creating, changing, or ending an irrevocable trust, so you can see the nature of the request before you engage.
How does the intake flag Medicaid or long-term care deadlines?
The catalog includes a direct question about deadlines or urgent events like a Medicaid/long-term care application, recent death, lawsuit, or creditor issue, and this feeds the urgency signal so time-sensitive matters stand out.
What happens if the caller isn't actually a trustee, grantor, or beneficiary?
The catalog asks whether the person has that role or legal authority to act for someone who does; a 'no' answer carries a low weight, so the lead scores lower and you can see that before offering a consultation you'd never take on.
Does the intake check whether the trust is even connected to a U.S. state I practice in?
Yes — one question confirms the trust or estate planning is tied to a state where the client lives or where the trust assets sit, which helps you catch jurisdiction mismatches early.
How are trustee disputes handled differently from routine planning questions?
A dedicated question asks about disputes such as a trustee not following the rules, missing money, or disagreeing beneficiaries; a 'yes' here signals a fiduciary-litigation concern rather than a straightforward planning matter.
Should I use this page or the Trust Amendments and Modifications page?
This intake covers creating, changing, or ending an irrevocable trust broadly; if your practice is exclusively amendments to existing trusts, the Trust Amendments and Modifications sibling page targets that narrower intake instead.
Turn irrevocable trusts visitors into qualified cases
Give every irrevocable trusts visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.