Estate planning intake for clients who take their time.
Estate planning leads rarely have an emergency. They have a question, and they'll call whichever firm makes it easy. IntakeGenius answers, sorts wills from trusts, captures the family picture and books the consult, then keeps following up while they decide.
Easy leads to lose, because nothing feels urgent.
An estate planning lead who doesn't hear back today rarely calls again. They just put it off for another year.
Adult children call for a parent
The agent records who the client is, who's calling and whether the client can join the consult.
Wills, trusts or both
A few questions sort a simple will from a trust conversation, so the right meeting gets booked.
Leads that need time
Many callers aren't ready to commit on day one. Follow-up keeps your firm in front of them while they decide.
The family picture, before the first meeting.
The moment the call ends, a structured brief lands in your CRM. Your attorney walks in knowing who's who and what the client wants.
- Who the client is. And who's calling, if it isn't them.
- What they want. A will, a trust, powers of attorney, a healthcare directive or an update.
- The family. Spouse, children and anything that complicates the plan.
- Assets at a glance. A home, a business, retirement accounts.
- Existing documents. What they already have and when it was signed.
- Client
- [Name], mother of caller
- Caller
- Adult son
- Request
- Update will. Asking about a revocable trust
- Family
- Widowed, three adult children
- Assets
- Home, retirement accounts
- Existing plan
- Will from [year]
- Next step
- Consult booked. Client will attend.
From a first question to a signed plan.
- 01
Answer
Every call picked up, including the one at 8 p.m. after dinner with the kids.
- 02
Capture
The client, the family and what they want recorded in the CRM.
- 03
Book
A booking link goes out by text the moment the call ends.
- 04
Follow up
Reminders before the consult, and follow-ups after it until the engagement is signed.
Three ways we turn "someday" into a signed plan.
Answers when they finally call
Picks up evenings and weekends, sorts wills from trusts and books the right consult with the right person on it.
How the agent worksFollows up while they decide
Reminders cut no-shows, and the engagement agreement goes out for e-signature after the consult, with follow-ups if it sits unsigned.
See plansA person for the long conversations
A full-time intake specialist, trained by us, who gathers the family and asset details and keeps undecided leads warm.
Intake staffingGet estate planning intake right.
When Adult Children Call for a Parent: Intake Best Practices
Who the client is, what they can decide and how to book the right meeting.
The RetainerQualifying Wills vs. Trusts Leads
A few questions that point the caller to the right consult.
The RetainerFollowing Up with Estate Planning Leads Who Are Not Ready to Decide
A cadence that stays helpful without getting pushy.
Estate planning firms ask.
What if the caller isn't the client?
The agent records both, notes how they're related and asks whether the client can join the consult.
Does it follow up with leads who aren't ready?
Yes, with IntakeCRM. Automated texts keep your firm in front of them, and your team sees who's engaging.
Can it handle elder law and Medicaid planning calls?
It captures them like any other intake and flags them for the right attorney.
Does it work with my case management software?
Yes, with MyCase and Clio. Mark an intake Hired in IntakeCRM and the client and case are created there.
Make it easy to say yes to a plan.
See how IntakeGenius runs estate planning intake, start to finish.