Estate appraisal intake that asks what your team actually needs to
The intake confirms legal authority to request the appraisal, the required valuation date, and property type, while collecting deed documents and photos before the request lands in your CRM.
The exact intake your estate appraisal leads complete
This is the real 6-question guided intake for Estate Appraisal — the same flow your customers finish before you ever pick up the phone.
What a qualified estate appraisal lead should tell you
A valuation of real property performed for probate, estate settlement, inheritance division, or trust administration purposes, where the requester's legal authority and the required valuation date matter as much as the property itself.
- This Appraisal Needed
- Property Be Appraised
- Have Legal Authority Request
- As What Date Property
- Soon Completed Appraisal Report
- Appraiser Access Property In-Person
The questions your team needs answered
Every estate appraisal intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is this appraisal needed for? | The stated purpose separates court-driven probate and estate tax work, which is weighted highest, from vaguer requests that carry less documentation backing them. |
| What type of property needs to be appraised? | The property type determines which comparable data and valuation approach you'll need to prepare before agreeing to take the assignment. |
| Do you have legal authority to request this appraisal (executor, heir, or trustee)? | Confirming executor, heir, or trustee status protects you from accepting an appraisal request from someone without standing to commission it. |
| As of what date does the property need to be valued? | Whether the valuation must reflect the date of death, today, or another date directly changes which market data supports the final opinion of value. |
| How soon do you need the completed appraisal report? | Court and IRS filing deadlines make timeline the clearest signal of how quickly a request needs to move to the front of your queue. |
| Can the appraiser access the property for an in-person inspection? | Confirming in-person access up front prevents scheduling a visit to a property that's vacant, locked, or still occupied by other heirs. |
How Cliont scores estate appraisal leads
Every answer is weighted automatically — no manual review required.
Value signals
- Probate or estate settlement
- Dividing property among heirs
- Estate tax reporting
- Trust administration
- Other reason
- Have Legal Authority Request: yes
See the lead your team receives
Estate Appraisal Lead
From first click to qualified lead
Follow buyers, sellers, and renters 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 inquiry
Smart questions adapt to their inquiry and capture the full scope.
They add photos
Property photos and details come attached, so you prep before the showing.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for estate appraisal workflows
| Cliont capability | Estate Appraisal application |
|---|---|
| Legal-authority screening | Flags 'No' answers on the legal authority question so you can confirm executor, heir, or trustee standing before accepting the file. |
| Purpose-based lead scoring | Weights probate, estate tax, and trust administration requests higher than 'other reason' so your CRM surfaces the most substantiated estate work first. |
| Valuation-date capture | Records whether the report must reflect the date of death, the current date, or another date, so you can pull the right comparables before contacting the lead. |
| Access confirmation before scheduling | Surfaces leads where in-person access isn't yet confirmed so you don't set a visit for a property you can't actually enter. |
| Document and photo collection | Gathers supporting paperwork like the deed or court order alongside photos so the file is ready for review before the appraiser reaches out. |
Common estate appraisal lead scenarios
Probate deadline pressure
An executor needs the report filed with the court quickly, answering 'Probate or estate settlement' and 'As soon as possible' — the intake flags this as high value and time-sensitive before it reaches your CRM.
Heirs dividing an inherited home
Siblings splitting an estate need a valuation as of the date of death to settle shares fairly, so the intake captures both the purpose and the exact valuation date up front.
Trust administration, no rush
A trustee requests a current-date valuation for ongoing trust management with 'No specific deadline' selected, so the intake scores it as legitimate but lower urgency than a probate filing.
Unclear legal authority
A lead answers 'No' on the legal authority question, dropping the weighted score — the intake surfaces this so you can verify the requester's standing before accepting the engagement.
Access not yet arranged
An out-of-state heir isn't sure the appraiser can get inside the property yet, answering 'No' on in-person access — the intake flags this so you don't schedule a visit you can't complete.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book inquiries
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 real estate appraisal intake templates
Estate Appraisal lead-intake FAQs
Does the intake check whether the person requesting the appraisal actually has legal authority to do so?
Yes. The intake asks directly whether the requester is an executor, heir, or trustee, and a 'No' answer is scored lower so you can verify standing before committing time to the file.
Can the intake capture whether the valuation needs to be as of the date of death or today?
Yes. The valuation-date question records whether the appraisal needs to reflect the date of death, the current date, or another specific date, which determines which comparables you'll need to pull.
How does the intake treat estate appraisal leads with no fixed deadline?
Requests marked 'No specific deadline' are still captured and routed to your CRM, but they're weighted lower than 'As soon as possible' or 'Within 2 weeks' requests so you can prioritize accordingly.
What happens if the property is vacant land or a commercial parcel instead of a home?
The property-type question records the answer regardless of type, so vacant land, commercial, or multi-family estate appraisal requests still reach your CRM with the context you need before scoping the engagement.
Does the intake distinguish between probate, estate tax, and trust-related requests?
Yes. The appraisal-purpose question separates probate or estate settlement, dividing property among heirs, estate tax reporting, and trust administration, each weighted differently in the lead score.
What if the requester isn't sure the appraiser can get inside the property yet?
The property-access question flags this so you know before scheduling whether access still needs to be arranged, instead of finding out when you show up.
Turn estate appraisal visitors into qualified deals
Give every estate appraisal visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you spend a Saturday showing.