Which ILIT leads actually clear the estate-tax threshold
Cliont's guided intake asks whether the policy's death benefit could push the estate above the federal exemption threshold, whether the client needs a new ILIT or updates to an existing one's Crummey notices, and whether they're ready to give up ownership and control before you're on a consultation call. Upload the policy declarations page and any existing trust documents to move faster.
The exact intake your life insurance trusts (ilit) leads complete
This is the real 6-question guided intake for Life Insurance Trusts (ILIT) — the same flow your customers finish before you ever pick up the phone.
What a qualified life insurance trusts (ilit) lead should tell you
An Irrevocable Life Insurance Trust (ILIT) holds a life insurance policy outside a client's taxable estate so the death benefit passes to beneficiaries free of estate tax; qualification hinges on estate size relative to the exemption threshold, whether a new or existing ILIT is involved, and the client's willingness to give up ownership of the policy.
- Remove Life Insurance Policy
- Have Life Insurance Policy
- Interested In Creating Ilit
- Already Have Existing Ilit
- Life Insurance Policy Estate
- Willing Give Up Ownership
The questions your team needs answered
Every life insurance trusts (ilit) intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you looking to remove a life insurance policy from your taxable estate by placing it in an irrevocable life insurance trust (ILIT)? | A yes here signals the prospect specifically wants a new ILIT to move the policy out of their taxable estate, which is the core engagement your consultation should be built around. |
| Do you have a life insurance policy with a death benefit that could push your estate above the federal estate tax exemption threshold? | This isolates whether the death benefit alone is large enough to matter for estate tax exposure, which is the financial threshold that makes an ILIT worth pursuing at all. |
| Are you interested in creating an ILIT to provide tax-free death benefits to your beneficiaries? | Confirms the prospect's motivation is tax-free proceeds to beneficiaries rather than general insurance shopping, helping you distinguish estate planning intent from a coverage question. |
| Do you already have an existing ILIT that needs to be reviewed, modified, or have its Crummey notices updated? | A yes reroutes the matter toward trust review, Crummey notice compliance, or amendment work instead of new-trust drafting, which changes scope and fee expectations. |
| Is the life insurance policy for estate liquidity purposes (such as paying estate taxes or debts without selling assets)? | Identifies liquidity-driven ILITs meant to cover estate taxes or debts without a forced asset sale, a distinct planning rationale from pure wealth-transfer trusts. |
| Are you willing to give up ownership and control of the life insurance policy in exchange for the tax benefits of an ILIT? | This is the practical sticking point of any ILIT — a no here means the prospect may not be ready for the loss of control the structure requires, which you'll need to address before drafting. |
How Cliont scores life insurance trusts (ilit) leads
Every answer is weighted automatically — no manual review required.
Value signals
- Remove Life Insurance Policy: yes
- Have Life Insurance Policy: yes
- Interested In Creating Ilit: yes
- Already Have Existing Ilit: yes
- Life Insurance Policy Estate: yes
- Willing Give Up Ownership: yes
See the lead your team receives
ILIT Lead - Estate Tax Exemption Exposure
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 life insurance trusts (ilit) workflows
| Cliont capability | Life Insurance Trusts (ILIT) application |
|---|---|
| Weighted scoring engine | Weights yes answers on estate-tax exposure, new-ILIT interest, and liquidity purpose higher than a bare exploratory response, so tax-motivated prospects surface first. |
| Conditional follow-up questions | Branches to Crummey-notice and modification details only when a prospect confirms they already have an existing ILIT, keeping new-trust intakes shorter. |
| CRM routing | Sends prospects who confirm they're willing to give up ownership and control of the policy into your CRM as consultation-ready, separate from those still undecided on that trade-off. |
| Document upload capture | Collects the policy declarations page and any existing trust paperwork up front so you're not requesting basic policy details on the first call. |
Common life insurance trusts (ilit) lead scenarios
Estate above exemption threshold
A prospect's death benefit alone could push their estate past the federal exemption, and they confirm they want the policy removed from their taxable estate — the intake flags this as a strong new-ILIT candidate.
Existing ILIT needs Crummey updates
The prospect already has an ILIT but hasn't kept up with Crummey notices or trustee changes — the intake routes this as a review/maintenance matter rather than a new-trust drafting engagement.
Liquidity play for estate taxes
The policy is meant to fund estate taxes or debts without forcing an asset sale — the intake captures this liquidity purpose so you know the ILIT is defensive planning, not pure wealth transfer.
Interested but won't relinquish control
The prospect wants ILIT tax benefits but answers no to giving up ownership and control of the policy — the intake still surfaces this so you can address the core trade-off before booking time.
Unsure if estate qualifies
The prospect doesn't know if their estate approaches the exemption threshold and isn't sure an ILIT even applies to them — the intake still collects the policy and death-benefit answers so you can make that call yourself.
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More estate planning and probate intake templates
Life Insurance Trusts (ILIT) lead-intake FAQs
How does the intake separate estate-tax-driven ILIT requests from general interest?
The catalog asks directly whether the death benefit could push the estate above the federal exemption threshold, so prospects with real tax exposure score higher than those exploring ILITs out of curiosity.
Can the intake tell new ILIT requests apart from existing trust maintenance?
Yes — one question asks if the prospect wants to create a new ILIT, and a separate question asks if they already have one needing review or Crummey notice updates, so your CRM shows which type of matter it is before you call.
Does the intake flag prospects who aren't ready to give up control of the policy?
Yes, it asks directly whether the prospect is willing to give up ownership and control of the policy in exchange for ILIT tax benefits, which is often the sticking point that turns a consultation into a non-engagement.
How are liquidity-focused ILIT requests scored versus tax-transfer requests?
The catalog includes a specific question on whether the policy is meant to cover estate taxes or debts without selling assets, letting you see whether the ILIT is positioned for liquidity or pure wealth transfer.
What supporting documents does the intake collect before a consultation?
It requests the policy's declarations page and any existing trust or ILIT documents so you can review the actual coverage and structure before the prospect is on your calendar.
Will the intake work for prospects who already have an ILIT but just need it modified?
Yes — the existing-ILIT question captures whether they need modifications or updated Crummey notices, and Cliont routes that as a distinct matter type from a new-trust request.
Turn life insurance trusts (ilit) visitors into qualified cases
Give every life insurance trusts (ilit) visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.