Probate intake, handled gently.
Probate callers are grieving, and most aren't sure what they need. Sometimes three relatives call about the same estate. IntakeGenius answers with patience, sorts probate from trust administration and gets every detail your attorney needs.
Grief, paperwork and too many relatives.
Probate calls need patience and precision at the same time. That's hard to do at 7 p.m. on a Sunday with nobody at the desk.
Grieving callers
The agent slows down, offers condolences and asks one question at a time.
Many heirs, one estate
Each brief records the decedent's name and the caller's role, so your team can see when relatives call about the same estate.
Property and deadlines
A pending home sale or a creditor notice is captured and flagged, so urgent estates are worked first.
A complete probate intake, without asking twice.
The moment the call ends, a structured brief lands in your CRM. Nobody has to ask a grieving caller to repeat themselves.
- The decedent. Name, date of death and county.
- The caller's role. Named executor, heir or other family member.
- The documents. Whether there's a will, a trust or neither.
- Assets. Real estate, accounts and anything that needs attention soon.
- Other heirs. Names captured so your team can run conflict checks.
- Decedent
- [Name], died [month, year]
- Caller
- Daughter, named executor
- Documents
- Will found. No trust
- Assets
- House in [County], bank accounts
- Other heirs
- Two siblings [names captured for conflict check]
- Next step
- Consult booked. Asked to bring the will.
From a hard first call to a clear next step.
- 01
Answer
Every call picked up, day or night, with patience.
- 02
Capture
The decedent, the documents and the heirs recorded in the CRM.
- 03
Book
A booking link goes out by text, so the caller picks a time when they're ready.
- 04
Retain
The engagement goes out for e-signature after the consult, with gentle follow-ups until it's signed.
Three ways we take care of probate callers.
Patient on every call
Answers evenings and weekends, sorts probate from trust administration and captures the estate details in one conversation.
How the agent worksFollow-up that isn't pushy
Reminders before the consult and gentle follow-ups after it, so grieving families don't fall through the cracks.
See plansA person to coordinate the family
A full-time intake specialist, trained by us, who handles the heirs' calls and gathers documents before the consult.
Intake staffingGet probate intake right.
Handling Grieving Callers at a Probate Firm
A calm first call that still gets you what the attorney needs.
The RetainerIntake When Multiple Heirs Call About One Estate
Keeping one file straight when three family members call.
The RetainerProbate vs. Trust Administration: Qualifying the Lead
The questions that tell you which matter you're looking at.
Probate firms ask.
How does the agent handle grieving callers?
It's tuned for a calm, patient pace. It offers condolences, lets the caller talk and asks one question at a time.
What if several heirs call about one estate?
Each brief records the decedent's name and the caller's role, so your team can see they're about the same estate and keep one file.
Does it capture names for conflict checks?
Yes. It asks about other heirs and anyone contesting the estate, so your team can run the check before the consult.
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.
Be there when the family calls.
See how IntakeGenius runs probate intake, start to finish.