QPRT intake that captures home value and trust term up front
Ask prospective clients about home value, willingness to retain a fixed-term interest, and whether reducing estate tax exposure is a priority — then collect deed and appraisal details automatically before they ever reach your calendar.
The exact intake your qualified personal residence trusts (qprt) leads complete
This is the real 6-question guided intake for Qualified Personal Residence Trusts (QPRT) — the same flow your customers finish before you ever pick up the phone.
What a qualified qualified personal residence trusts (qprt) lead should tell you
An irrevocable trust strategy where a homeowner transfers a personal residence or vacation home into trust while retaining the right to live there for a set term of years, reducing the property's taxable gift value at transfer.
- Interested In Transferring Personal
- Own Home With Significant
- Willing Retain Right Live
- Reducing Value Taxable Estate
- Understand That If Pass
- Home Located In United
The questions your team needs answered
Every qualified personal residence trusts (qprt) intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you interested in transferring your personal residence or vacation home to your heirs at a reduced gift tax value using a QPRT? | This carries the highest weight because it separates a prospect actively seeking the QPRT strategy from someone still exploring general estate planning options. |
| Do you own a home with significant value that you would like to eventually pass to your children or other beneficiaries? | Confirming meaningful home value tells you whether the gift-tax savings a QPRT can produce are large enough to justify the trust's setup and complexity. |
| Are you willing to retain the right to live in the home for a set number of years and then transfer it to your beneficiaries? | Willingness to give up unrestricted ownership for a fixed term is the core mechanic of a QPRT, so a no here often means the client needs a different trust vehicle. |
| Is reducing the value of your taxable estate a priority in your overall estate planning strategy? | This confirms the client's motivation is tax-driven rather than just wanting the home to eventually pass to heirs, which shapes how the consultation should be framed. |
| Do you understand that if you pass away during the trust term, the home would be included back in your taxable estate? | Whether the prospect already understands the mortality clawback risk indicates how much upfront education the consultation will need to cover. |
| Is the home located in the United States and currently used as your primary residence or a qualifying second home? | The property's location and use as a qualifying primary or second home determine whether the asset is even eligible for a QPRT structure in the first place. |
How Cliont scores qualified personal residence trusts (qprt) leads
Every answer is weighted automatically — no manual review required.
Value signals
- Interested In Transferring Personal: yes
- Own Home With Significant: yes
- Willing Retain Right Live: yes
- Reducing Value Taxable Estate: yes
- Understand That If Pass: yes
- Home Located In United: yes
See the lead your team receives
QPRT Consultation 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 qualified personal residence trusts (qprt) workflows
| Cliont capability | Qualified Personal Residence Trusts (QPRT) application |
|---|---|
| Weighted scoring engine | Applies the catalog's per-question weights — interest in the transfer at weight 10 versus location/use at weight 7 — so the highest-intent QPRT prospects surface first. |
| Conditional flagging | Marks leads that answer no to owning a qualifying US primary or second home as lower priority instead of routing them straight into the consultation queue. |
| Document capture | Collects proof of ownership and appraisal details alongside the home-value question, so valuation data is already in hand before you schedule. |
| CRM routing | Sends only leads that clear your QPRT threshold — typically those confirming both transfer interest and estate-tax priority — into your CRM tagged for consultation follow-up. |
Common qualified personal residence trusts (qprt) lead scenarios
High-Value Vacation Home Transfer
A prospect owns a high-value vacation home, confirms interest in gift-tax reduction, and is willing to retain occupancy rights for a fixed term — the intake flags this as a strong QPRT fit ready for consultation.
Hesitant About Giving Up Occupancy
Someone is curious about a QPRT but answers no to retaining the right to live in the home for a set term, signaling they may not be ready to commit to the structure's core mechanic.
Estate Tax Reduction Isn't the Priority
A prospect owns a valuable home but says reducing their taxable estate isn't a current priority, suggesting the QPRT motivation may be weaker than the value of the asset alone implies.
Property Doesn't Meet Location Criteria
The home in question isn't located in the US or isn't used as a primary or qualifying second residence, which the intake flags since that answer carries a lower weight than the other criteria.
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More estate planning and probate intake templates
Qualified Personal Residence Trusts (QPRT) lead-intake FAQs
How does the intake tell a serious QPRT prospect from someone just researching the concept?
The intake weighs direct interest in transferring a residence at reduced gift value and prioritizing estate tax reduction most heavily, so a prospect who says yes to both scores far higher than one who is only curious.
What happens if the prospect's home isn't located in the US or isn't a primary or second residence?
That answer still contributes to the score but carries a lower weight than the ownership-value and priority questions, so those leads surface as lower-priority rather than being blocked outright.
Does the intake check whether prospects understand the clawback risk if they die during the trust term?
Yes — one question asks directly whether they understand the home returns to their taxable estate if they pass away during the term, so you know before the consultation how much education that prospect will need.
Can the intake help me route leads between QPRT and related trust strategies?
Since the same firm often handles Irrevocable Trusts and Gift Tax Planning, you can use the QPRT-specific answers to confirm intent to retain occupancy before booking, and redirect anyone who's a better fit for those services instead.
What should prospects upload before their consultation?
Ask for proof of home ownership, a recent appraisal or valuation, and their mortgage statement if the property isn't paid off, so you can assess feasibility before the call.
How is the overall QPRT lead score calculated?
Each of the six yes/no questions carries its own weight — interest in the transfer and home value carry the most, while clawback-risk understanding and location/use carry somewhat less — and the weighted total determines the score and priority band.
Turn qualified personal residence trusts (qprt) visitors into qualified cases
Give every qualified personal residence trusts (qprt) visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.