Trust contest intake that flags undue influence and competency claims
The intake asks whether your prospect is challenging or defending a trust, screens for fraud, duress, or undue influence, and checks settlor competency and filing-deadline awareness, while collecting the trust document and any amendments up front.
The exact intake your trust contests leads complete
This is the real 6-question guided intake for Trust Contests — the same flow your customers finish before you ever pick up the phone.
What a qualified trust contests lead should tell you
A trust contest is a legal challenge to the validity of a trust (or a defense against such a challenge), typically based on claims of lack of capacity, fraud, duress, or undue influence at the time the trust was created or amended.
- Want Challenge Validity Trust,
- Believe Trust Was Created
- Person Who Created Trust
- Beneficiary Or Heir Who
- There Recent Changes Trust
- Aware Any Applicable Statute
The questions your team needs answered
Every trust contests intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you want to challenge the validity of a trust, or are you defending a trust against a challenge? | Distinguishes whether the firm is being asked to bring a contest or defend one, which changes conflict checks, strategy, and staffing before any consultation is booked. |
| Do you believe the trust was created or modified under circumstances involving fraud, duress, or undue influence? | Allegations of fraud, duress, or undue influence are among the strongest legal grounds for a contest, so a yes answer materially raises the lead's viability. |
| Was the person who created the trust (the settlor/grantor) mentally competent at the time the trust was signed? | Settlor competency at signing is often the central factual dispute in capacity-based contests, so a claim of incompetence sharply increases case value. |
| Are you a beneficiary or heir who has been excluded from, or received a reduced share under, the trust? | Confirms the lead has standing as an heir or beneficiary with something at stake, rather than an outside party without a claim. |
| Were there recent changes to the trust (such as amendments or restatements) that you believe are suspicious or invalid? | Recent amendments or restatements flagged as suspicious often point to timing issues tied to the settlor's health or influence at the time of the change. |
| Are you aware of any applicable statute of limitations or deadline to file a trust contest in your state? | Awareness of the statute of limitations helps the firm triage how urgently it needs to act to preserve the claim before a deadline expires. |
How Cliont scores trust contests leads
Every answer is weighted automatically — no manual review required.
Value signals
- Want Challenge Validity Trust,: yes
- Believe Trust Was Created: yes
- Person Who Created Trust: yes
- Beneficiary Or Heir Who: yes
- There Recent Changes Trust: yes
- Aware Any Applicable Statute: yes
See the lead your team receives
Trust Contest 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 trust contests workflows
| Cliont capability | Trust Contests application |
|---|---|
| Conditional branching | Routes leads differently based on whether they're challenging a trust or defending one against a challenge, so the two matter types never queue up as the same lead category. |
| Weighted scoring | Weights allegations of fraud, duress, or undue influence and claims of excluded beneficiary status higher than a simple validity question, so the strongest fact patterns surface first. |
| Deadline flagging | Surfaces whether the lead is aware of a statute of limitations for filing a trust contest, letting your team prioritize matters where a deadline may be close or already missed. |
| Document intake | Collects the trust instrument and any amendments or restatements before the consultation, so you're not scheduling a meeting before you've seen the document being contested. |
| CRM routing | Sends qualified trust-contest leads, with their full answer set on competency, influence, and standing, directly into your CRM for conflict checks and intake review. |
Common trust contests lead scenarios
Excluded Beneficiary Alleging Undue Influence
An heir who was cut out of the trust believes a caregiver or relative pressured the settlor into rewriting it. The intake captures both the exclusion and the undue-influence allegation, producing a high-value combination.
Contest Based on Diminished Capacity
The lead argues the settlor wasn't mentally competent when the trust was signed, often paired with a recent, suspicious amendment. This combination centers the case on capacity rather than fraud.
Trustee Defending Against a Challenge
The caller is on the other side of the dispute, defending a trust someone else is trying to invalidate. The intake identifies this defense posture early so it can be routed and staffed differently than a contest matter.
Uncertain About the Filing Deadline
A prospective client has a plausible claim but doesn't know whether a statute of limitations has already run. The intake flags this gap in deadline awareness so the firm can prioritize a fast response.
Suspicious Late-in-Life Amendment
The trust was restated shortly before the settlor's death, and the caller questions both the timing and the settlor's state of mind at signing. The intake links the amendment concern to the competency question.
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- 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
Trust Contests lead-intake FAQs
How does the intake separate people bringing a contest from people defending one?
The first question asks directly whether the visitor wants to challenge a trust's validity or is defending one against a challenge, so contest and defense matters are never mixed together in your queue.
Does the intake check whether a filing deadline might already have passed?
Yes. It asks whether the lead is aware of any applicable statute of limitations for a trust contest in their state, which helps you triage time-sensitive matters before they reach a consultation.
What if the lead isn't sure there was fraud or undue influence, just a bad feeling?
The intake still records their yes/no answer on fraud, duress, or undue influence, so uncertain or borderline claims come through clearly labeled rather than getting lost in free-text notes.
Can the intake tell if the person actually has standing to contest the trust?
It asks whether the person is a beneficiary or heir who was excluded or received a reduced share, which is a core signal for whether they have a legitimate stake in the outcome.
What does the intake ask leads to upload for a trust contest matter?
It's built to collect the trust instrument itself along with any amendments or restatements, plus any documentation touching on the settlor's competency, so your team has the underlying documents before the first call.
Does this intake also work for related disputes like beneficiary disagreements or will contests?
Trust contests are set up as their own intake, but if your firm also handles Will Contests, Beneficiary Disputes, or Undue Influence Claims, each of those has its own dedicated qualification catalog you can run alongside this one.
Turn trust contests visitors into qualified cases
Give every trust contests visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.