See who's authorized to act before you book a consultation
Cliont's intake asks whether assets are already held in the person's name, whether they own property in more than one state, and whether they want someone named to manage finances if they become incapacitated — then routes qualified trust consultations to your CRM with the asset list attached.
The exact intake your revocable living trusts leads complete
This is the real 7-question guided intake for Revocable Living Trusts — the same flow your customers finish before you ever pick up the phone.
What a qualified revocable living trusts lead should tell you
A revocable living trust is an estate-planning document that lets someone place assets like a home, bank accounts, or a business under their own control during life while naming who manages and inherits them after death, with terms that can be changed at any time. From an intake standpoint, qualifying this lead means confirming there is a living person with assets to fund, who is authorized to make that decision, and what outcome — probate avoidance, incapacity planning, or multi-state coordination — they are trying to reach.
- Create Revocable Living Trust,
- This Own (Or Authorized
- Person Who Trust Alive
- Have Assets Want Manage
- Want Avoid Or Reduce
- Expect Own Property In
- Want Name Someone Manage
The questions your team needs answered
Every revocable living trusts intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you looking to create a revocable living trust, update one you already have, or transfer property into one? | Distinguishes new-trust creation from updates or funding, which changes the scope and pricing of the consultation before you book it. |
| Is this for your own planning (or are you authorized to act for the person who needs the trust, such as with a power of attorney)? | Confirms whether you're speaking with the client directly or a representative under a power of attorney, which affects who needs to be present and what authority documents to request. |
| Is the person who needs the trust currently alive? | A trust can only be created for a living person, so a 'no' here signals the inquiry belongs with probate or estate administration instead of trust creation. |
| Do you have assets you want to manage or pass on, such as a home, land, bank/investment accounts, or a business? | Without assets to fund, there's little for a revocable trust to hold, so this answer separates leads with a real funding need from informational inquiries. |
| Do you want to avoid or reduce court probate for your family after you pass away? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
| Do you expect to own property in more than one state now or in the near future? | Property in more than one state often requires additional coordination to avoid ancillary probate, which changes how the consultation should be scoped. |
| Do you want to name someone to manage your money or property if you become unable to handle it yourself? | Wanting someone named to manage finances if incapacitated points to a broader planning conversation that may need financial power of attorney alongside the trust. |
How Cliont scores revocable living trusts leads
Every answer is weighted automatically — no manual review required.
Value signals
- Create Revocable Living Trust,: yes
- This Own (Or Authorized: yes
- Person Who Trust Alive: yes
- Have Assets Want Manage: yes
- Want Avoid Or Reduce: yes
- Want Name Someone Manage: yes
See the lead your team receives
Revocable Living 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 revocable living trusts workflows
| Cliont capability | Revocable Living Trusts application |
|---|---|
| Conditional branching | If the intake shows the person needing the trust has already passed away, Cliont can redirect the conversation toward probate or estate administration instead of booking a trust-creation consultation. |
| Weighted lead scoring | Answers confirming trust intent, living status, and existing assets to fund carry the heaviest weights, so a fully qualified self-planning lead scores well above a vague or third-party inquiry. |
| Required document capture | The intake collects an asset list and any existing trust or will alongside the questionnaire, so you open the consultation with the paperwork already attached to the CRM record. |
| CRM routing | Qualified trust leads — with asset details, multi-state flags, and probate-avoidance goals already captured — land in your CRM tagged and ready for a scoped consultation. |
Common revocable living trusts lead scenarios
Straightforward single-state trust
A homeowner wants a trust for their own planning, is alive, holds one property, and wants to avoid probate — the intake collects assets and probate goals and scores it as a clean, consultation-ready lead.
Property held across state lines
Someone confirms they own real estate in more than one state, which flags a coordination need beyond a basic trust so you can price and staff the consultation accordingly.
Family member acting on someone's behalf
A child fills out the form for an aging parent under a power of attorney — the intake distinguishes 'acting for someone else' from self-planning so you know who's actually in the room.
Inquiry filed after death
The form reveals the person who needed the trust has already passed away, which is outside trust creation entirely and points toward probate or estate administration instead of a wasted consultation.
Incapacity-driven planning request
The lead specifically wants someone named to manage money or property if they become unable to, signaling a planning conversation focused on financial power of attorney alongside the trust itself.
Connect Cliont to your workflow
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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.
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- 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
Revocable Living Trusts lead-intake FAQs
How does the intake tell a new trust from an update to an existing one?
The first question asks whether the person is creating a trust, updating one they already have, or transferring property into an existing trust, so you see the type of engagement before the consultation instead of finding out on the call.
What happens if the intake reveals the person who needed the trust has already died?
That answer carries a low weight in scoring because trust creation only applies to living people; those leads score lower for this subservice and are better directed toward probate or estate administration instead.
Can the intake flag someone acting on another person's behalf?
Yes — one question asks whether the submission is for the person's own planning or made by someone authorized to act for them, so you know upfront whether you're speaking with the actual client or a representative under a power of attorney.
Does the intake catch out-of-state property before the consultation?
Yes, it asks directly whether the person owns or expects to own property in more than one state, which is useful for deciding whether the trust needs multi-state coordination discussed at the outset.
What documents does a prospective client submit before meeting?
You can require a list of assets and property, any existing trust or will, and power-of-attorney documentation where applicable, so the consultation starts with the paperwork already in hand.
How is the lead score built for this subservice?
Score is driven by the catalog's weighted answers — intent to create or fund a trust, being alive and having assets to place in it, and wanting to avoid probate or plan for incapacity all carry the heaviest weight toward a high-priority lead.
Turn revocable living trusts visitors into qualified cases
Give every revocable living trusts visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.