Wills intake that confirms capacity and state law fit up front
The intake confirms whether someone is creating a new will or updating one, verifies they're at least 18 with the legal capacity to sign, and asks about assets and dependents — with an ID and asset summary collected before the lead lands in your CRM.
The exact intake your wills leads complete
This is the real 7-question guided intake for Wills — the same flow your customers finish before you ever pick up the phone.
What a qualified wills lead should tell you
Drafting a new last will and testament, or updating an existing one, for an individual who wants to direct how their property and dependents are handled after death — qualified by testamentary capacity, state residency, and whether there's an estate to distribute.
- Create Will Or Update
- This Own Will (Not
- Live In United States
- At Least 18 Years
- Able Make Own Decisions
- Have Property, Money, Or
- Have Children Or Other
The questions your team needs answered
Every wills intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you looking to create a will or update an existing will? | Distinguishes a fresh drafting engagement from an update to an existing will, which changes the scope and likely fee of the consultation. |
| Is this for your own will (not someone else’s will after they passed away)? | Filters out inquiries about someone else's estate after death, which belong in probate or estate administration rather than new will drafting. |
| Do you currently live in the United States and want a will that follows the laws of your state? | Confirms the visitor needs a will governed by a US state's law, since wills are jurisdiction-specific and outside-jurisdiction requests may not fit your practice. |
| Are you at least 18 years old? | Confirms the visitor is old enough to legally execute a will, a baseline requirement before any drafting work can proceed. |
| Are you able to make your own decisions and understand what a will does? | Confirms testamentary capacity, which is required for a will to be valid and directly affects whether the matter is one you can take on. |
| Do you have property, money, or personal belongings you want to decide who receives? | Indicates whether there's an actual estate to distribute, which affects the complexity and structure of the will. |
| Do you have children or other dependents and want to name who would care for them if you pass away? | Flags whether guardian-nomination language for minor children needs to be included in the drafted will. |
How Cliont scores wills leads
Every answer is weighted automatically — no manual review required.
Value signals
- Create Will Or Update: yes
- This Own Will (Not: yes
- Live In United States: yes
- At Least 18 Years: yes
- Able Make Own Decisions: yes
- Have Property, Money, Or: yes
See the lead your team receives
Wills 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 wills workflows
| Cliont capability | Wills application |
|---|---|
| Conditional routing | When a visitor answers that the will isn't their own, Cliont can flag the lead as a possible probate or estate administration matter instead of a new will engagement. |
| Weighted scoring | Age and capacity answers carry some of the heaviest weights in this catalog, so a lead who can't confirm both automatically scores below leads with clear capacity. |
| State-fit flagging | The US residency question is scored heavily, so out-of-state or out-of-country inquiries surface as lower priority for a state-specific will engagement. |
| Structured CRM handoff | Asset and dependent answers are delivered to your CRM alongside the new-vs-update flag, so you can see engagement scope before the first call. |
Common wills lead scenarios
First will for a growing family
Prospect is creating a new will, has assets to distribute, and wants to name a guardian for minor children — the intake flags dependents and assets together as a high-value engagement.
Updating an existing will
Someone already has a will but needs it revised after a life change; the intake distinguishes update requests from new drafts so you can scope the consultation correctly.
Inquiry on behalf of a parent
The visitor answers that the will isn't their own — often someone handling a deceased parent's affairs — which points to probate or estate administration rather than new will drafting.
Prospect living outside the US
The residency question comes back negative, signaling the request may need a different jurisdiction's counsel rather than a state-specific will.
Capacity or age concerns raised
Answers indicate the person is under 18 or may not understand what a will does, which the intake surfaces so you can decide whether a consultation is appropriate before booking time.
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
Wills lead-intake FAQs
How does the intake handle someone asking about a parent's will instead of their own?
The intake asks directly whether the will is for the visitor's own estate. A 'no' answer signals the inquiry is likely about a deceased person's estate, which typically belongs in probate or estate administration rather than new will drafting.
What happens if the prospect doesn't live in the United States?
The residency question flags whether the visitor wants a will governed by US state law. If they're outside the US, that's surfaced so you can decide whether the matter fits your licensing before offering a consultation.
Can the intake catch capacity concerns before I book a call?
Yes. The intake asks whether the person can make their own decisions and understands what a will does, since testamentary capacity is required for a valid will and affects whether the matter is one you'll take on.
Does the intake tell me if this is a new will or an update to an existing one?
Yes, the first question in the catalog asks whether the visitor wants to create a new will or update an existing one, so you know the scope before the consultation.
How is a wills lead different from a probate lead in the same firm?
Wills intake focuses on someone planning their own estate while alive; sibling intakes like Formal Probate or Informal Probate handle matters after someone has already passed. Answers about whose will it is help route the inquiry to the right intake.
Does the intake ask about naming a guardian for minor children?
Yes, it asks whether the person has children or other dependents they'd want to name a caregiver for, which flags whether guardian-nomination language needs to be part of the drafted will.
Turn wills visitors into qualified cases
Give every wills visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.