Summary administration intake that flags disputes and debts up front
Ask whether the estate is small enough for summary administration, confirm there's no dispute among heirs, and check for outstanding creditor claims before you commit calendar time. Collect a death certificate up front so you see the full picture before the consultation.
The exact intake your summary administration leads complete
This is the real 7-question guided intake for Summary Administration — the same flow your customers finish before you ever pick up the phone.
What a qualified summary administration lead should tell you
Summary administration is an expedited probate process available in many states for small, uncontested estates, used instead of full formal probate when the estate's assets are limited and there's no dispute over who inherits them.
- Someone Die Leaving Property
- Person Die In United
- Close Family Member, Named
- Estate Relatively Small And
- There No Dispute Among
- There No Major Unpaid
- Faster, Simpler Court Process
The questions your team needs answered
Every summary administration intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Did someone die leaving property or money that needs to be handled (an estate)? | Without a confirmed estate to administer, there's nothing for the process to apply to, so a no answer disqualifies the lead immediately. |
| Did the person die in the United States, or did they have property located in a U.S. state? | Summary administration only applies within U.S. jurisdiction, so a decedent and estate with no U.S. connection falls outside what this process can handle. |
| Are you a close family member, named in a will, or otherwise the person who would handle the estate? | Only someone with standing — a close family member, named beneficiary, or likely administrator — can actually initiate the process, so this answer confirms the caller is the right person to be talking to. |
| Is the estate relatively small and simple (for example, mostly a bank account, a car, or personal belongings, and not many assets)? | Summary administration exists specifically for small, uncomplicated estates, so this answer is the clearest single indicator of whether the shortcut process actually applies. |
| Is there no dispute among family members or other people about who should receive the property? | An unresolved disagreement over inheritance can turn a routine filing into contested litigation, so this answer signals whether the matter is likely to stay simple. |
| Are there no major unpaid debts or creditor problems that you know of? | Outstanding creditor claims can complicate or block an expedited filing, so known debt problems lower confidence that this is a straightforward case. |
| Are you looking for a faster, simpler court process instead of a full probate case? | This confirms the caller understands they're asking about the expedited alternative rather than full probate, helping set expectations before the consultation. |
How Cliont scores summary administration leads
Every answer is weighted automatically — no manual review required.
Value signals
- Someone Die Leaving Property: yes
- Person Die In United: yes
- Close Family Member, Named: yes
- Estate Relatively Small And: yes
- There No Dispute Among: yes
- There No Major Unpaid: yes
See the lead your team receives
Summary 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 summary administration workflows
| Cliont capability | Summary Administration application |
|---|---|
| Weighted scoring logic | Estates described as small and simple, with no disputes and no known debts, are weighted together to push straightforward summary administration candidates to the top of your queue. |
| Automatic lead routing | When the intake flags a dispute among heirs or a caller who isn't the executor, the lead can be routed differently instead of landing in your standard summary administration queue. |
| Document collection | The intake requests a death certificate and asset details up front, so you can review the estate's composition before deciding whether the consultation is worth scheduling. |
| CRM delivery | Only estates that clear the size, dispute, and debt questions are sent to your CRM as summary administration leads, keeping estates that likely need formal probate out of that pipeline. |
Common summary administration lead scenarios
Small estate, no disputes
A close family member reports a modest estate — a bank account and a car — with no disagreement among heirs and no known debts. This is the profile summary administration was built for, and the intake scores it as high priority.
Heirs disagree on distribution
The caller confirms an estate exists but flags disagreement among family members over who should receive the property. The intake surfaces this dispute so you know it needs a different conversation before any court filing.
Estate is larger than expected
The person answers no to the estate being small and simple, describing multiple properties and investment accounts. That answer signals the matter likely needs formal probate rather than the expedited process.
Caller isn't the executor
A neighbor or distant relative starts the intake but isn't named in a will, a close family member, or otherwise entitled to handle the estate. The intake flags this so you're not scheduling time with someone who can't actually petition.
Out-of-state decedent or assets
The person died outside the U.S. with no property located in a U.S. state, which puts the matter outside the jurisdiction this process covers. The intake catches the mismatch before it becomes a wasted consultation.
Connect Cliont to your workflow
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HubSpot, HighLevel, Salesforce, JobNimbus
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Notify your team
Email, SMS, Slack
Automate follow-up
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Simple, transparent pricing
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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.
- 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
Summary Administration lead-intake FAQs
How does the intake tell a simple estate from one that needs formal probate?
The intake asks directly whether the estate is small and mostly limited to things like a bank account, a car, or personal belongings. A no answer, combined with signs of a larger or more complex estate, is weighted lower so you can spot cases that likely need formal probate instead.
What happens if the intake finds a dispute between family members?
The question about disputes is one of the heavier-weighted signals in this catalog, so a disagreement over who should inherit pulls the lead's score down. You can see that flag before the consultation and decide whether it's a fit for summary administration, beneficiary disputes, or estate mediation instead.
Does the intake check where the person died or where the property is located?
Yes — the intake asks whether the decedent died in the United States or had property in a U.S. state, since that's a threshold requirement for this process. If the answer is no, the lead is scored lower rather than routed as a strong match.
What if the person filling out the form isn't the executor or an heir?
The catalog includes a direct question asking whether the caller is a close family member, named in a will, or otherwise the person who'd handle the estate. Someone without that standing scores lower, so you can tell at a glance whether they're actually entitled to start the process.
Does the intake ask about unpaid debts or creditor issues?
Yes, one catalog question asks whether there are any major unpaid debts or creditor problems the caller knows of. Known creditor issues lower the score since they can complicate what's meant to be a fast, simple filing.
What documents does the intake collect before I meet the client?
The intake is set up to collect a death certificate and basic details on the estate's assets so you're not starting the consultation from scratch. That gives you a working picture of the estate before you've spent any calendar time on it.
Turn summary administration visitors into qualified cases
Give every summary administration visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.