Probate intake that captures executor status and estate assets up
Ask whether there's a will naming an executor, which assets still need to pass through probate, and how long it's been since the death — then let Cliont score the answers before you spend consultation time. Death certificates and will documents can be uploaded directly from the intake form.
The exact intake your probate administration leads complete
This is the real 6-question guided intake for Probate Administration — the same flow your customers finish before you ever pick up the phone.
What a qualified probate administration lead should tell you
The court-supervised process of settling a deceased person's estate after death — validating a will if one exists, identifying assets that don't already transfer automatically, paying debts, and distributing what remains to heirs or beneficiaries.
- Someone Die And Leave
- Person Who Died Live
- Executor Named In Will,
- There Assets That Not
- Expect Disagreements, Missing Paperwork,
- It Been Less Than
The questions your team needs answered
Every probate administration intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Did someone die and leave property, money, or debts that need to be handled? | A 'no' answer means there's likely no estate to administer at all, so this is the first gate before anything else is worth scoring. |
| Did the person who died live in the United States at the time of death, or do they have property in the United States? | No US residency or property at death often points to a different process entirely, such as ancillary probate, rather than standard administration in your jurisdiction. |
| Are you the executor named in a will, a family member, or someone who may handle the estate? | Confirming the inquirer is the named executor or an immediate family member filters out third parties who aren't positioned to actually retain you for the matter. |
| Are there assets that are not already set up to transfer automatically (for example, a house or bank account not jointly owned and without a named beneficiary)? | If every asset already passes automatically, there may be no probate matter to open, which changes whether a consultation is the right next step. |
| Do you expect disagreements, missing paperwork, unknown heirs, or other complications in handling the estate? | Anticipated disputes, missing paperwork, or unknown heirs signal a more complex matter that may need more time or a different specialty than a routine administration. |
| Has it been less than 3 years since the death? | How long it's been since the death can affect which probate options and deadlines still apply, which shifts how the lead should be prioritized. |
How Cliont scores probate administration leads
Every answer is weighted automatically — no manual review required.
Value signals
- Someone Die And Leave: yes
- Person Who Died Live: yes
- Executor Named In Will,: yes
- There Assets That Not: yes
- It Been Less Than: yes
See the lead your team receives
Probate Administration 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 probate administration workflows
| Cliont capability | Probate Administration application |
|---|---|
| Conditional logic | When the intake shows no US property and no US residency at death, it flags the matter as a potential ancillary probate question rather than standard administration. |
| Weighted lead scoring | Answers on executor status, non-automatic assets, and time since death combine into a single score, so a named executor handling a house with no beneficiary ranks well above a distant relative asking about an estate that already passed automatically. |
| Document upload | Collects the death certificate and any existing will before the consultation, so you're reviewing real documents instead of a verbal summary. |
| CRM routing | Sends the completed probate intake, with its score and uploaded documents, directly into your firm's CRM pipeline instead of a generic inbox message. |
Common probate administration lead scenarios
Named executor, recent death
The person filling out the form is the named executor, the death happened within the last three years, and there are assets like a house or bank account with no named beneficiary. This combination scores highest and typically warrants a consultation.
Assets already pass automatically
Everything the deceased owned was jointly held or had a named beneficiary, so no probate court process is actually needed. The intake flags this so you're not booking a consultation for a matter that likely just needs a small estate affidavit instead.
Death occurred years ago
It's been more than three years since the death, which some states treat differently for probate deadlines. The intake still captures the estate details but the lead scores lower, letting you decide how to prioritize follow-up.
Disputes or missing paperwork expected
The person filling out the form anticipates disagreements among heirs, missing documents, or unknown beneficiaries. The intake still qualifies the estate itself but surfaces the complication so you can decide whether it needs mediation or dispute-focused counsel before the consultation.
Inquirer isn't the executor
A friend or distant relative fills out the form on someone else's behalf without being the named executor or an immediate family member likely to administer the estate. This lowers the lead's weight so you can decide whether it's worth a direct conversation with the actual executor 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.
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
Probate Administration lead-intake FAQs
How does the intake distinguish a full probate matter from one that might not need probate at all?
One of the qualification questions asks whether there are assets that aren't already set up to transfer automatically, such as a house or bank account without a named beneficiary. If the answer is no, the estate may qualify for a small estate affidavit instead, and you can see that at a glance rather than booking a full consultation.
What happens if the deceased didn't live in the US and had no US property?
That's one of the qualification questions in the catalog, and a 'no' answer scores much lower than a 'yes' since it suggests the matter may fall outside your jurisdiction or require ancillary probate rather than standard administration.
Does the form check whether the person asking is actually authorized to handle the estate?
Yes — the intake asks whether the person is the named executor, an immediate family member, or someone else who may handle the estate, and weighs the answer accordingly so you can tell an authorized inquiry from a curious third party.
Why does the time since death matter to the score?
The catalog includes a question about whether the death occurred within the last three years, since some probate deadlines and available options change with time. A death further in the past scores lower but still comes through so you can assess it on the facts.
If the lead mentions disputes among heirs or missing paperwork, does that disqualify it?
No — that question flags complexity rather than disqualifying the lead. It still comes through with its score, so you can decide whether it needs a standard consultation or should be routed toward matters like estate mediation or beneficiary disputes.
What documents does the intake collect before the consultation?
You can configure the form to request the death certificate and, where one exists, a copy of the will, along with basic details on known assets — so you're not starting the consultation from zero.
Turn probate administration visitors into qualified cases
Give every probate administration visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.