Which trust funding inquiries have assets ready to retitle
Ask prospective clients whether their trust is already created, which assets still need retitling, and whether beneficiary designations need coordinating—before you offer a consultation slot.
The exact intake your trust funding leads complete
This is the real 6-question guided intake for Trust Funding — the same flow your customers finish before you ever pick up the phone.
What a qualified trust funding lead should tell you
The process of retitling and transferring assets—real estate, accounts, investments, beneficiary designations—into an already-created trust so it functions as intended and avoids probate.
- Have Trust That Has
- There Assets Such As
- Want Ensure That Trust
- Have Life Insurance Policies,
- Recently Created Or Updated
- Concerned That Unfunded Assets
The questions your team needs answered
Every trust funding intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you have a trust that has been created but you need help transferring your assets (real estate, accounts, investments) into it? | Confirms the prospect has an existing trust and needs funding help, not drafting, which is the core qualifying condition for this service line. |
| Are there assets such as real estate, bank accounts, brokerage accounts, or business interests that need to be retitled into the trust's name? | Identifies the specific asset types involved so you can scope the retitling work and staff the matter appropriately. |
| Do you want to ensure that your trust will work as intended and avoid probate for the assets placed in it? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
| Do you have life insurance policies, retirement accounts, or other assets with beneficiary designations that need to be coordinated with the trust? | Flags whether beneficiary designation coordination is needed, a task distinct from deed or account retitling that affects scope and fees. |
| Have you recently created or updated a trust and now need to complete the funding process? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
| Are you concerned that unfunded assets could end up going through probate even though you have a trust in place? | Surfaces prospects who already suspect their trust may not avoid probate, indicating urgency and awareness of the funding gap. |
How Cliont scores trust funding leads
Every answer is weighted automatically — no manual review required.
Value signals
- Have Trust That Has: yes
- There Assets Such As: yes
- Want Ensure That Trust: yes
- Have Life Insurance Policies,: yes
- Recently Created Or Updated: yes
- Concerned That Unfunded Assets: yes
See the lead your team receives
Trust Funding 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 funding workflows
| Cliont capability | Trust Funding application |
|---|---|
| Weighted lead scoring | Every question in the trust funding catalog carries a high-value weight, so a lead answering yes across asset types, coordination needs, and probate concern scores as a priority matter. |
| Conditional branching | The intake can route differently depending on whether a trust already exists versus needs to be created, keeping drafting inquiries out of the funding-specific flow. |
| Document upload capture | Prospects can upload the trust instrument and account statements or deeds during intake so you can assess the funding gap before the consultation. |
| CRM routing | Qualified funding matters with confirmed unfunded assets get sent to your CRM with the asset types and beneficiary details already attached. |
Common trust funding lead scenarios
Trust created, nothing funded yet
A prospect signed trust documents years ago but never retitled real estate or accounts; the intake flags the unfunded-asset risk and probate exposure directly.
Recent trust needs completion
Someone just finished a new or updated trust with an attorney and now needs the funding step handled, signaling a ready-to-engage matter.
Beneficiary designations out of sync
Life insurance or retirement accounts still name individuals instead of the trust, a coordination issue distinct from real estate retitling.
Worried about probate despite a trust
A prospect suspects their trust won't avoid probate because assets were never moved in, which the intake surfaces as a core concern rather than a technical funding question.
General funding inquiry, no urgency stated
Someone answers affirmatively to needing help with retitling but hasn't indicated concern about probate exposure yet, useful for gauging how developed the matter is before a consultation.
Connect Cliont to your workflow
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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 Funding lead-intake FAQs
How does the intake tell the difference between someone who needs a trust drafted and someone who just needs funding help?
The first question in the catalog directly asks whether a trust already exists and the prospect needs help transferring assets into it, which separates funding-only matters from drafting inquiries you may not want to take through this flow.
Can the intake identify which asset types are involved before the consultation?
Yes, the catalog asks whether real estate, bank accounts, brokerage accounts, or business interests need retitling, so you know the asset mix before scheduling time.
Does the intake catch beneficiary designation issues separately from retitling?
Yes, life insurance policies and retirement accounts with beneficiary designations are asked about separately from titled assets, since coordinating those is a distinct task from deed or account retitling.
What if the prospect isn't sure their trust is actually funded correctly?
The catalog includes a question about concern that unfunded assets could still go through probate, which helps you spot prospects who suspect a problem but haven't confirmed it.
How is this different from the Revocable Living Trusts or Trust Administration intake?
This intake assumes a trust already exists and focuses on retitling and beneficiary coordination, not drafting a new trust or administering an estate after death.
What documents should prospects upload with a trust funding inquiry?
Ask for the executed trust document and a list or copies of deeds, account statements, or beneficiary forms for the assets they believe still need to be moved.
Turn trust funding visitors into qualified cases
Give every trust funding visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.