Special needs trust intake that captures SSI/Medicaid eligibility up
The intake surfaces whether the beneficiary currently receives or may need SSI or Medicaid, what money or property is being set aside, and whether a trustee still needs to be chosen, and it collects the benefit award letter and funding documentation so you see the full picture before the consultation.
The exact intake your special needs trusts leads complete
This is the real 7-question guided intake for Special Needs Trusts — the same flow your customers finish before you ever pick up the phone.
What a qualified special needs trusts lead should tell you
A trust structured to hold assets for a person with a disability without disqualifying them from means-tested government benefits like SSI or Medicaid, usually funded by an inheritance, settlement, life insurance, or family savings.
- In United States And
- Trust Meant Help Someone
- Want Trust Set Up
- There Money Or Property
- Person With Special ,
- Help Choosing Or Confirming
- Create Or Update Trust
The questions your team needs answered
Every special needs trusts intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you in the United States and looking for help with a special needs trust? | Confirms the requester is in a US jurisdiction where special needs trust rules and SSI/Medicaid programs actually apply, filtering out out-of-scope inquiries. |
| Is the trust meant to help someone with a disability or special needs who receives (or may apply for) government benefits like SSI or Medicaid? | Identifies whether the trust genuinely needs to protect means-tested government benefits, which is the core reason this trust type exists rather than a standard estate plan. |
| Do you want the trust set up to avoid risking that person’s SSI/Medicaid eligibility because of money or assets? | Confirms the caller's specific goal is preserving eligibility, which shapes how strictly the trust needs to be drafted and administered. |
| Is there money or property that you want to set aside for that person now or in the future (for example, savings, an inheritance, life insurance, or a settlement)? | Flags whether there's an actual asset, inheritance, settlement, or policy that needs to move into the trust, distinguishing an active case from a hypothetical one. |
| Are you the person with special needs, a parent/guardian, a family member, or someone legally responsible for planning their finances? | Establishes whether the requester has standing to plan on the beneficiary's behalf, which matters for who you can actually take instructions from at the consultation. |
| Do you need help choosing or confirming a trustee (the person or company that would manage the trust)? | Surfaces whether trustee selection is still open, letting you prep guidance on family versus professional trustees before the call. |
| Are you looking to create or update the trust within the next 6 months (for example, before a major change, inheritance, or benefit review)? | Signals how soon the trust needs to be in place, useful for prioritizing cases tied to an imminent inheritance or upcoming benefits review. |
How Cliont scores special needs trusts leads
Every answer is weighted automatically — no manual review required.
Value signals
- In United States And: yes
- Trust Meant Help Someone: yes
- Want Trust Set Up: yes
- There Money Or Property: yes
- Person With Special ,: yes
- Help Choosing Or Confirming: yes
See the lead your team receives
Special Needs Trusts 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 special needs trusts workflows
| Cliont capability | Special Needs Trusts application |
|---|---|
| Weighted lead scoring | The SSI/Medicaid eligibility-preservation questions carry the heaviest weights in this catalog, so a case built around protecting benefits scores well above a caller who just wants a general trust. |
| Conditional intake logic | When a caller confirms they need help choosing a trustee, that flag is captured directly so you can prep trustee options before the consultation instead of discovering it live. |
| Automatic CRM routing | Once a lead confirms US jurisdiction, benefits-preservation intent, and an identified funding source, the case routes straight to your CRM instead of sitting in a shared inbox. |
| Document collection in the intake flow | The benefit award letter and funding documentation are requested up front, so you walk into the consultation already knowing what assets need to move into the trust. |
Common special needs trusts lead scenarios
Parent funding trust with inheritance
A parent confirms the child receives SSI/Medicaid, wants eligibility protected, and has an inheritance ready to place in trust — every high-weight answer lands yes, so the case scores as a strong fit.
Trustee still undecided
A family member has the funding source sorted but hasn't picked a trustee, so the intake flags trustee selection as a specific talking point for the consultation.
Settlement proceeds pending within months
A guardian is expecting a personal injury settlement in the next few months and needs the trust drafted before the funds arrive, giving the case a near-term planning timeline.
Unsure about benefits eligibility
A caller isn't certain whether their family member is on SSI or Medicaid yet, so the trust-preservation questions come back uncertain and the case is flagged for clarification instead of scored as an immediate fit.
Sibling inquiring for an adult beneficiary
An adult sibling, not a parent, is asking on behalf of a disabled brother who may soon receive an inheritance, testing whether the intake correctly identifies who has standing to plan and what needs to be set aside.
Connect Cliont to your workflow
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Notify your team
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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
Special Needs Trusts lead-intake FAQs
How does the intake separate a real special needs trust case from a general estate plan inquiry?
The intake specifically asks whether the trust is meant to protect a beneficiary's SSI or Medicaid eligibility, so a caller who just wants a general will or revocable trust scores differently than someone with an actual benefits-preservation need.
What happens if the caller doesn't know whether their family member is currently on SSI or Medicaid?
The eligibility question still gets asked and answered as best the caller can, and the lead is still delivered to your CRM, but you can see at a glance that benefits status needs confirming before the consultation.
Can the intake tell me if trustee selection needs to be part of the conversation?
Yes — the catalog includes a direct question about whether the requester needs help choosing or confirming a trustee, so that talking point is flagged before you ever pick up the phone.
Does the intake filter out inquiries from outside the country?
The first question confirms the requester is looking for help with a special needs trust in the United States, which weeds out inquiries that fall outside the jurisdiction your special needs trust rules and SSI/Medicaid programs apply to.
How are leads with a pending settlement or life insurance payout handled?
The intake asks whether there's money or property being set aside now or in the future, including settlements or life insurance, and separately asks about a 6-month planning window, so time-sensitive funding cases surface clearly in your CRM.
Who is allowed to fill out the intake if they're not the person with special needs?
The catalog confirms whether the requester is the person with special needs, a parent or guardian, a family member, or someone legally responsible for their finances, so you know who actually has standing before the consultation.
Turn special needs trusts visitors into qualified cases
Give every special needs trusts visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.