Trust intake that flags active trusts and trustee role up front
Ask whether the trust has become active, confirm the caller's role as trustee, successor trustee, or beneficiary, and capture whether trust assets need to be managed or distributed — before you offer a consultation. Cliont also collects a copy of the trust document upfront so you know what you're working with.
The exact intake your trust administration leads complete
This is the real 8-question guided intake for Trust Administration — the same flow your customers finish before you ever pick up the phone.
What a qualified trust administration lead should tell you
Trust administration covers the legal steps required to carry out a trust after it becomes active — identifying the trustee or beneficiaries, locating the trust document, and managing or distributing the trust's assets.
- Question Or Problem About
- Person Who Created Trust
- Trustee, Successor Trustee, Or
- Have Copy Trust Document,
- Trust Have Assets That
- There Disagreement, Delay, Or
- Help With Trust Tasks
- Trust Connected U.S. State
The questions your team needs answered
Every trust administration intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is your question or problem about a trust (not just a will or probate only)? | Filters out will-only or probate-only callers before they're mistaken for a trust administration matter. |
| Has the person who created the trust passed away, or has the trust become active and needs to be carried out now? | Distinguishes an active, time-sensitive administration from a caller asking about a trust that hasn't yet been triggered. |
| Are you the trustee, a successor trustee, or a beneficiary of the trust? | The caller's legal standing as trustee, successor trustee, or beneficiary determines what they can actually request and how the matter should be scoped. |
| Do you have a copy of the trust document, or can you get one soon? | Whether the trust document is already in hand affects how quickly the matter can move past the consultation stage. |
| Does the trust have assets that need to be managed or distributed (like a house, bank accounts, investments, or a business)? | The presence of assets to manage or distribute signals real administration work rather than a purely informational question. |
| Is there a disagreement, delay, or concern about how the trustee is handling the trust? | A disagreement or delay with the trustee suggests the matter may involve contested administration rather than routine handling. |
| Do you need help with trust tasks like notifying beneficiaries, valuing assets, paying debts/taxes, or making distributions? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
| Is the trust connected to a U.S. state (for example, the person lived in the U.S. or the trust assets are in the U.S.)? | Confirming a U.S. connection to the trust rules out matters that fall outside the firm's jurisdiction before a consultation is offered. |
How Cliont scores trust administration leads
Every answer is weighted automatically — no manual review required.
Value signals
- Question Or Problem About: yes
- Person Who Created Trust: yes
- Trustee, Successor Trustee, Or: yes
- Have Copy Trust Document,: yes
- Trust Have Assets That: yes
- There Disagreement, Delay, Or: yes
Urgency signals
- Person Who Created Trust
See the lead your team receives
Successor Trustee — Trust Now Active
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 trust administration workflows
| Cliont capability | Trust Administration application |
|---|---|
| Conditional question branching | If a caller answers that their matter isn't about a trust, the intake can route them toward will or probate-specific questions instead of continuing down the trust administration path. |
| Weighted lead scoring | Confirming the caller is a trustee, successor trustee, or beneficiary and that the trust has already become active are the two highest-weighted signals, so genuinely active administration matters surface above general inquiries. |
| Document collection at intake | The intake asks whether the caller has or can get the trust document, letting you request it as an upload before the consultation instead of discovering its absence in the room. |
| Urgency flagging | A caller confirming the trust creator has passed away is flagged as time-sensitive, so it can be prioritized for same-day or next-day follow-up over pre-need or informational inquiries. |
Common trust administration lead scenarios
Successor trustee needs to act now
The trust creator has passed away and the successor trustee needs help with beneficiary notice, asset valuation, or distributions — the intake flags this as urgent and high-value.
Beneficiary suspects mismanagement
A beneficiary is concerned about how the trustee is handling the trust, with no immediate distribution request — the intake captures the dispute signal separately from routine administration.
Trust exists but isn't active yet
The trust creator is still alive and the caller is asking about a trust that hasn't been triggered, which the intake scores lower than an active administration matter.
Caller unsure if it's a trust matter
The person isn't sure whether their situation involves a trust, a will, or probate only — the intake asks directly so it isn't mistaken for a different practice area.
No U.S. connection to the trust
The trust creator lived abroad and the assets sit outside the U.S., which the intake surfaces early since it changes whether the matter fits the firm's jurisdiction.
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
Trust Administration lead-intake FAQs
How does the intake keep trust administration matters separate from will or probate-only inquiries?
The first question asks directly whether the matter involves a trust rather than just a will or probate, so callers with the wrong matter type are routed differently instead of landing on your trust administration desk.
Can the intake tell me if the trust is already active or still just a plan for the future?
Yes — the intake asks whether the trust creator has passed away or the trust otherwise needs to be carried out now, which is the strongest urgency signal in this catalog and gets flagged for faster follow-up.
How does the intake identify who's actually calling — trustee, successor trustee, or beneficiary?
A dedicated question captures the caller's role in the trust, since that role determines what they're legally entitled to ask for and how the matter should be scoped before a consultation.
What happens if a caller mentions a disagreement with how the trustee is handling things?
The intake asks about disputes or delays with trustee conduct as a separate question, so a contentious administration matter is distinguished from a routine, cooperative one.
What if the caller doesn't have a copy of the trust document yet?
The intake asks whether they have or can obtain the trust document soon rather than requiring it upfront, so you still capture the lead while noting that document collection is outstanding.
Does the intake check whether the trust actually falls under U.S. law?
Yes — one question confirms whether the trust is connected to a U.S. state through the creator's residence or the location of the assets, which matters for jurisdiction before you commit consultation time.
Turn trust administration visitors into qualified cases
Give every trust administration visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.