Know who has standing to contest a will before you meet
Prospective clients confirm their standing to challenge the will, whether it was signed or changed recently, and flag concerns like undue influence, incapacity, or forgery — with the will and death certificate uploaded before you ever pick up the phone.
The exact intake your will contests leads complete
This is the real 8-question guided intake for Will Contests — the same flow your customers finish before you ever pick up the phone.
What a qualified will contests lead should tell you
A legal challenge to the validity of a deceased person's will, usually based on claims of lack of capacity, undue influence, forgery, or improper signing, brought by someone with standing to inherit under that will or by law.
- Someone Died And Left
- Close Family Member, Beneficiary
- Will Already Been Filed
- Person Who Died Sign
- Believe Person Who Died
- Have Reason Believe Will
- Outcome Challenging Will Likely
The questions your team needs answered
Every will contests intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Has someone died and left a will that you want to challenge? | Without a death and an actual will to challenge, there is no matter to take, so a 'no' here effectively disqualifies the lead. |
| Are you a close family member, beneficiary in a prior will, or someone who would inherit if there were no will? | Only close family, prior-will beneficiaries, or heirs at law have legal standing to bring a will contest, making this the single biggest gate on the lead. |
| Has the will already been filed with the probate court or has a probate case been opened? | Whether a probate case is already open changes both the urgency of the filing deadline and which court procedures apply. |
| Did the person who died sign or change the will within the last 5 years? | A will signed or changed close to the date of death is more likely to be tied to a genuine capacity or influence dispute than one drafted years earlier. |
| Do you believe the person who died was pressured, tricked, or controlled by someone when the will was signed or changed? | Undue influence is one of the core legal theories for a will contest, so a credible claim here strongly raises the value of the case. |
| Do you believe the person who died did not fully understand what they were signing because of illness, dementia, medication, or confusion? | A belief that the decedent lacked capacity when signing points to a distinct, well-recognized legal theory that shapes how the case should be evaluated. |
| Do you have reason to believe the will is fake, forged, or was not properly signed and witnessed? | Suspected forgery or improper execution is a separate legal theory from influence or capacity and often points to a different evidentiary path. |
| Would the outcome of challenging the will likely change what you receive from the estate (money, property, or other assets)? | If overturning the will wouldn't change what the person actually receives, the matter carries far less commercial weight even when standing and legal theory are strong. |
How Cliont scores will contests leads
Every answer is weighted automatically — no manual review required.
Value signals
- Someone Died And Left: yes
- Close Family Member, Beneficiary: yes
- Will Already Been Filed: yes
- Person Who Died Sign: yes
- Believe Person Who Died: yes
- Have Reason Believe Will: yes
See the lead your team receives
Will 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 will contests workflows
| Cliont capability | Will Contests application |
|---|---|
| Weighted scoring engine | Undue influence, lack of capacity, and forgery claims each carry higher weight than procedural questions like whether probate has been filed, so cases with a real legal theory rise to the top. |
| Document upload capture | The intake requires the will itself and the death certificate before the lead is scored, giving you the two core documents needed to make an intake decision without a call. |
| Standing filter | Leads without family, prior-beneficiary, or heir-at-law standing are automatically scored lower, keeping people with no legal basis to contest from filling your consultation calendar. |
| CRM routing | Only matters with confirmed standing and a claim that would actually change the inheritance outcome are routed to your CRM as ready-to-review cases. |
Common will contests lead scenarios
Disinherited child, recent will change
An adult child cut out of a will signed two years before death, pointing to a new caregiver's influence, with probate already opened — this combination of standing, recency, and undue influence pushes the score high.
No standing to challenge
A friend or unrelated acquaintance wants to contest a will but is not a family member, prior beneficiary, or heir at law — the intake flags this as a lower-priority lead even before any capacity or forgery claims are asked.
Suspected forgery, old will, no case filed
A distant relative believes a decade-old will is forged, but no probate case has been opened yet — the older signing date and pre-filing status change the mix of signals compared to a recent, already-filed dispute.
Dementia diagnosis before signing
A sibling contests a will signed shortly after a parent's dementia diagnosis, citing confusion over medication, with probate already filed and inheritance directly at stake — nearly every high-value signal fires at once.
Standing exists, outcome wouldn't change
A named beneficiary has clear standing but would receive the same inheritance whether the contest succeeds or fails, which keeps the case from scoring as a commercially urgent matter despite the family relationship.
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More estate planning and probate intake templates
Will Contests lead-intake FAQs
How does the intake screen for standing before it reaches my CRM?
The intake asks whether the person is a close family member, a beneficiary named in a prior will, or someone who would inherit if there were no will at all — a lead without any of those ties is scored well below one who clearly qualifies to bring a contest.
What happens if someone has standing but the outcome wouldn't change their inheritance?
The intake specifically asks whether challenging the will would actually change what the person receives; a 'no' here pulls the score down even when the person otherwise has family standing, since it signals a weaker commercial case.
Can the intake tell me whether probate has already been opened?
Yes — one question asks directly whether the will has been filed with the probate court, which affects both urgency and how quickly you need to respond to the matter.
Does the intake separate the underlying legal theory from the procedural facts?
It asks distinct yes/no questions on undue influence, lack of capacity, and forgery or improper execution, so you can see which theory the prospective client believes applies before you ever discuss the case.
Why does it matter how recently the will was signed or changed?
A will signed or amended within the last five years scores higher, since recent changes are more often tied to the disputes attorneys actually take — declining health, new relationships, or sudden changes near death.
What documents does the intake collect before I ever see the case?
It requests a copy of the will being challenged and the decedent's death certificate, so you have the core documents in hand alongside the qualification answers when the case lands in your CRM.
Turn will contests visitors into qualified cases
Give every will contests visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.