Pet trust intake that captures caregiver and funding details up front
Every submission confirms whether the prospect owns a pet, wants funds set aside for its care, and already has a caregiver and money manager in mind, plus any existing estate documents, before it reaches your CRM.
The exact intake your pet trusts leads complete
This is the real 7-question guided intake for Pet Trusts — the same flow your customers finish before you ever pick up the phone.
What a qualified pet trusts lead should tell you
A legal arrangement that sets aside money or property, managed by a chosen trustee, to pay for a named caregiver to look after a pet if the owner dies or becomes unable to provide care.
- Help In United States
- Own Or Care At
- Want Set Aside Money
- Have (Or Can Choose)
- At Least 18 Years
- Ready Speak With Estate-
The questions your team needs answered
Every pet trusts intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you looking for help in the United States with a pet trust (or a plan to care for your pets if you die or become unable to care for them)? | Confirms the prospect is asking about a US-based pet trust rather than an out-of-jurisdiction request the firm can't take on. |
| Do you currently own or care for at least one pet you want included in the plan? | Confirms the prospect actually owns or cares for a pet, filtering out purely hypothetical inquiries. |
| Do you want to set aside money or property to pay for your pet’s care (food, vet bills, grooming, boarding) after you’re gone or incapacitated? | Shows whether the prospect intends to set aside real money or property, which is the core of any pet trust engagement. |
| Do you have (or can you choose) a person or organization you trust to care for your pet? | Flags whether a caregiver has already been chosen so you know if that decision still needs to happen before drafting. |
| Do you have (or can you choose) someone to manage the money and make sure it’s used for your pet’s care? | Flags whether someone is lined up to manage and disburse the funds, a role distinct from the caregiver that some prospects haven't considered. |
| Are you at least 18 years old? | Confirms legal capacity to act as grantor, screening out inquiries from minors. |
| Are you ready to speak with an estate-planning attorney and move forward within the next 60 days? | Signals how soon the prospect wants to engage, helping prioritize consultation slots for those ready to move now. |
How Cliont scores pet trusts leads
Every answer is weighted automatically — no manual review required.
Value signals
- Help In United States: yes
- Own Or Care At: yes
- Want Set Aside Money: yes
- Have (Or Can Choose): yes
- At Least 18 Years: yes
- Ready Speak With Estate-: yes
See the lead your team receives
Pet 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 pet trusts workflows
| Cliont capability | Pet Trusts application |
|---|---|
| Conditional branching | Prospects who answer no to owning a pet or to seeking help within the US are routed differently instead of moving through the full pet trust flow. |
| Weighted scoring engine | Caregiver and trustee readiness are scored as separate signals, so a lead missing only a money manager scores differently than one missing a caregiver entirely. |
| Document requests | Prospects can be asked to upload existing will or trust documents so you can see whether the pet trust stands alone or amends a current plan before the consultation. |
| CRM routing | Only prospects confirming US-based pet trust intent are sent to your CRM as qualified leads, keeping out-of-jurisdiction inquiries out of your pipeline. |
Common pet trusts lead scenarios
Ready to sign, caregiver already chosen
Prospect owns a pet, wants funds set aside, and has named both a caregiver and a trustee to manage the money, and confirms they want to move within 60 days.
Owner unsure who should manage funds
Prospect wants a pet trust and has a caregiver in mind but hasn't decided who should manage the money, a gap the intake surfaces so you can address it in the first conversation.
Inquiry from outside the US
Prospect is asking about pet care planning but isn't seeking help within the United States, a lower-value answer on the jurisdiction question that helps you avoid booking a consultation you can't act on.
Long-horizon planner, no urgency yet
Prospect owns a pet and wants funding set aside but says they aren't ready to move within 60 days, useful for deciding whether to route them to a nurture sequence instead of a consultation slot.
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
Pet Trusts lead-intake FAQs
Does the intake filter out people who don't actually have a pet yet?
Yes. The intake asks directly whether the prospect currently owns or cares for a pet they want included in the plan, so inquiries about hypothetical future pets score lower and can be routed differently.
Can it catch requests from outside the United States?
Yes. The first question confirms whether the prospect is seeking a US-based pet trust, since a no answer carries much lower weight and helps you avoid a consultation on a matter outside your jurisdiction.
What happens if the prospect hasn't picked a caregiver or trustee?
The intake asks about both roles separately, since choosing a caregiver and choosing someone to manage the money are different decisions, so you can see exactly which piece still needs guidance before the call.
Does the intake check whether the prospect can legally create a trust?
Yes. It confirms the prospect is at least 18 years old, which screens out inquiries that can't proceed to drafting under that person's name.
How does the intake handle someone who wants a pet trust added to an existing estate plan?
The catalog doesn't ask about existing plans directly, but you can request current will or trust documents as an upload so you can see whether this is a standalone pet trust or an addition to a broader plan like a revocable living trust.
Can I tell which leads are ready to book now versus just researching?
Yes. The intake asks whether the prospect is ready to speak with an attorney and move forward within 60 days, which you can use to prioritize consultation slots for people ready to engage.
Turn pet trusts visitors into qualified cases
Give every pet trusts visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.