See the IRS notice before you book a free consultation
Cliont's intake asks whether an estate is being administered, whether a large gift was made in the last three years, and whether the client has received an IRS or state notice—then collects copies of any notices or estate documents before the file lands in your CRM.
The exact intake your estate and gift tax leads complete
This is the real 7-question guided intake for Estate and Gift Tax — the same flow your customers finish before you ever pick up the phone.
What a qualified estate and gift tax lead should tell you
Legal work involving federal or state estate tax and gift tax—planning, return filing, or disputes with the IRS or a state tax agency—covering executors, trustees, donors, and beneficiaries tied to a death within the last three years or a significant lifetime gift.
- This About U.S. Estate
- Person Who Made Gift,
- Someone Die Within Last
- In Last 3 Years,
- Believe Estate Tax Return
- Received Notice, Audit Letter,
- Estate Or Gift Situation
The questions your team needs answered
Every estate and gift tax intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is this about U.S. estate tax or gift tax planning, filing, or a dispute with the IRS/state tax agency? | Confirms the inquiry is actually estate or gift tax rather than adjacent estate planning work like wills or trust drafting, keeping mismatched consultations off your calendar. |
| Are you the person who made the gift, the executor/personal representative of an estate, a trustee, or an heir/beneficiary involved in the estate or gift? | Establishes whether the visitor is the donor, executor, trustee, or beneficiary—the roles with actual standing to retain the firm. |
| Did someone die within the last 3 years, or is there an estate currently being administered? | A death within the last three years indicates an estate may still be within key filing windows, which drives how quickly the matter needs attention. |
| In the last 3 years, did you make a large gift (cash, property, or business interest) to someone, or plan to make one soon? | A recent or planned large gift signals whether Form 709 filing or lifetime exemption planning is the real need, even before any paperwork exists. |
| Do you believe an estate tax return or gift tax return is required, was filed incorrectly, or is overdue? | Distinguishes a compliance engagement—where a return is missing or wrong—from a purely informational question with no filing obligation. |
| Have you received a notice, audit letter, or bill from the IRS or a state tax agency about estate or gift taxes? | An existing IRS or state notice is the strongest signal in the catalog, marking a lead already in an active dispute that can be billed immediately. |
| Is the estate or gift situation potentially high-value (for example, real estate, a business, large investments, or total assets that could be in the millions)? | A potentially high-value estate involving real estate, a business, or millions in assets typically means greater complexity and fee potential. |
How Cliont scores estate and gift tax leads
Every answer is weighted automatically — no manual review required.
Value signals
- This About U.S. Estate: yes
- Person Who Made Gift,: yes
- Someone Die Within Last: yes
- In Last 3 Years,: yes
- Believe Estate Tax Return: yes
- Received Notice, Audit Letter,: yes
See the lead your team receives
Estate Tax Dispute 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 estate and gift tax workflows
| Cliont capability | Estate And Gift Tax application |
|---|---|
| Weighted lead scoring | The IRS/state notice question and the core estate-or-gift-tax qualifier both carry the top weight of 10, so any lead already facing an agency dispute is automatically prioritized over a general planning inquiry. |
| Role identification | The intake captures whether the visitor is the donor, executor, trustee, or beneficiary, so your CRM record shows exactly who has standing before you schedule a consultation. |
| Document upload capture | When a lead reports an IRS or state notice, or reports a death within the last three years, the intake prompts for the actual notice or estate administration paperwork up front. |
| Conditional qualification logic | A 'no' on the core question—this isn't about estate or gift tax at all—stops the flow from wasting further questions on a mismatched inquiry like general will drafting. |
Common estate and gift tax lead scenarios
Executor with an active IRS notice
An executor administering an estate that died within the last three years has also received an IRS notice about estate tax—the two highest-weighted signals firing together push this straight to the top of the queue.
Large gift, no return filed yet
A donor made a significant gift in the last three years and believes a gift tax return may be required or was filed incorrectly, but no IRS notice has arrived—still valuable, but a compliance matter rather than an active dispute.
High-value estate, no dispute yet
An estate under administration involves real estate and business interests that could reach into the millions, but the family hasn't heard from the IRS—flagged for its asset value even without urgency signals.
Beneficiary questioning a filed return
An heir believes the estate's return was filed incorrectly and wants a second opinion, which surfaces the role and return-accuracy fields differently than an executor's own inquiry.
General estate planning, not a tax dispute
Someone asking about wills or a trust rather than estate or gift tax specifically answers the first qualifying question 'no,' which keeps this off your consultation calendar without wasting your time.
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More tax law intake templates
Estate and Gift Tax lead-intake FAQs
How does the intake tell an actual estate or gift tax matter apart from general estate planning questions?
The first question asks directly whether the inquiry is about U.S. estate tax or gift tax planning, filing, or a dispute with the IRS or a state agency, so unrelated will or trust-drafting questions don't get scored as tax law consultations.
What if the person filling out the form isn't the executor or the person who made the gift?
The intake asks whether the visitor is the donor, executor or personal representative, a trustee, or an heir/beneficiary, so you can see immediately whether they actually have standing in the matter before you offer a slot.
Can the intake surface high-value estates before I see the lead?
Yes—one question asks whether the estate or gift is potentially high-value, such as real estate, a business interest, or total assets in the millions, and that answer carries meaningful weight in the score.
How urgent are leads who've already received an IRS or state notice?
That question is weighted the highest in the catalog, so a lead who reports a notice, audit letter, or bill from the IRS or a state tax agency is treated as the most time-sensitive type of inquiry.
Does the intake catch someone who made a gift but hasn't filed anything yet?
Yes—one question specifically covers large gifts made in the last three years or planned soon, which flags lifetime exemption and Form 709 filing needs even before any return has been prepared.
How is this different from an IRS audit or tax controversy lead?
This intake is scoped to estate and gift tax specifically; if a lead's issue is a broader audit or litigation matter, it's better routed through the IRS and State Audits or Tax Controversy and Litigation intake instead.
Turn estate and gift tax visitors into qualified cases
Give every estate and gift tax visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.