Pour-over will intake that captures trust status up front
Ask whether a prospective client already has a living trust, which assets still sit outside it, and who they want named executor before you offer a consultation. Cliont's guided intake also collects the existing trust document so you can gauge the funding gap before you meet.
The exact intake your pour-over wills leads complete
This is the real 6-question guided intake for Pour-Over Wills — the same flow your customers finish before you ever pick up the phone.
What a qualified pour-over wills lead should tell you
A pour-over will is a short will used alongside a living trust that directs any assets left outside the trust at death to be poured into it, closing gaps in trust funding rather than serving as a standalone estate plan.
- Create Or Update Will
- Have Living Trust, Or
- Person Who This Will
- This Situation In United
- Have Assets That Might
- Want Name Someone Carry
The questions your team needs answered
Every pour-over wills intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you looking to create or update a will that moves any assets not already in your trust into your trust when you die? | Confirms the client is actually asking for a pour-over will and not a general standalone will, which changes what document they need drafted. |
| Do you currently have a living trust, or are you planning to set one up soon? | A pour-over will has no purpose without an underlying living trust, so this answer determines whether the request even fits the service. |
| Is the person who needs this will alive and able to make their own decisions right now? | The testator must have legal capacity to execute a valid will, so a no answer points toward a guardianship issue instead. |
| Is this for a situation in the United States (you live in the U.S. or your property is mainly in the U.S.)? | Confirms the matter sits within U.S. jurisdiction before the attorney commits consultation time to property or residency outside their practice area. |
| Do you have assets that might not be titled in the trust (like a bank account, car, or personal items) that you want handled through the trust? | Identifies which specific assets still sit outside the trust, which sizes the actual drafting and funding work involved. |
| Do you want to name someone to carry out your wishes after you die (such as an executor and/or a backup person)? | Naming an executor and backup shapes the scope of the will's provisions and signals the client is ready to move forward with drafting. |
How Cliont scores pour-over wills leads
Every answer is weighted automatically — no manual review required.
Value signals
- Create Or Update Will: yes
- Have Living Trust, Or: yes
- Person Who This Will: yes
- This Situation In United: yes
- Have Assets That Might: yes
- Want Name Someone Carry: yes
See the lead your team receives
Pour-Over Will 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 pour-over wills workflows
| Cliont capability | Pour-Over Wills application |
|---|---|
| Conditional routing logic | A no answer on the living-trust question can route the inquiry toward your standalone Wills intake instead of a pour-over will consultation. |
| Automatic lead scoring | Weights favor clients with an existing or planned trust, untitled assets, and a named executor — separating true pour-over drafting work from mismatched requests. |
| Document collection at intake | Clients upload their existing trust agreement and a list of assets not yet retitled, so you can scope the funding gap before the first meeting. |
| Disqualification flags | A no answer on current decision-making capacity or U.S. jurisdiction surfaces the inquiry as a likely mismatch before you offer consultation time. |
Common pour-over wills lead scenarios
Trust exists, minor funding gap
Client already has a living trust and just needs a checking account or car swept in via pour-over will — a quick, well-defined drafting matter.
No trust in place yet
Client answers no to having or planning a living trust, so a pour-over will isn't the right document — the intake flags this for a standalone will or trust-formation conversation instead.
Capacity in question
The person needing the will can't currently make their own decisions, which signals a guardianship or conservatorship issue rather than a straightforward will-signing appointment.
Property mostly outside the U.S.
Assets or residency sit largely outside the U.S., which may fall outside the attorney's jurisdiction — the intake surfaces this before a consultation gets booked.
Full succession plan requested
Client wants a new trust set up, several untitled assets swept in, and a primary plus backup executor named — a higher-value, multi-step engagement worth prioritizing.
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
Pour-Over Wills lead-intake FAQs
How does the intake tell a pour-over will lead apart from a standalone will lead?
The intake asks whether the client has or is setting up a living trust; a no answer signals the person likely needs a standalone will rather than a pour-over will, so you're not misrouted into the wrong drafting conversation.
What happens if the prospective client can't currently make their own decisions?
The capacity question flags this directly, so instead of booking a will-signing consultation you see it's more likely a guardianship or conservatorship matter before you commit time.
Does the intake screen for jurisdiction before I offer a consultation?
Yes — it asks whether the client and their property are primarily based in the U.S., which lets you catch out-of-jurisdiction inquiries before scheduling.
What uploads does the pour-over will intake collect?
It's built to collect the existing or draft living trust document and a list of assets not yet titled in the trust, so you can see the funding gap before the client walks in.
How is the lead score built for pour-over will inquiries?
Score weighting favors leads who already have or are actively setting up a trust, have untitled assets to sweep in, and want an executor named — these are the signals that separate a real drafting engagement from a mismatched inquiry.
Can the intake distinguish someone whose trust is already fully funded?
Yes — the untitled-assets question surfaces whether there's anything left outside the trust, so you can quickly tell a light cleanup matter from a client who has no real need for a pour-over will.
Turn pour-over wills visitors into qualified cases
Give every pour-over wills visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.