Probate and estate intakes
More estate and probate consults with family and asset context clear.
A useful estate or probate inquiry should identify whether this is planning or administration, the county, family situation, assets, urgency, and next step.
Planning, probate, or dispute
Planning, probate, and disputes are different conversations.
Estate and probate inquiries should quickly separate planning, administration, and dispute paths. Intake needs the county, family role, asset context, urgency, and whether the person is ready for counsel.
- matter type
- county
- family role
- asset context
Estate Planning & Probate
Bring in
- estate planning consults
- probate administration matters
- trust and will conversations
- family-ready next steps
Filter out
- document-only shoppers
- wrong-county matters
- low-detail family questions
- unsupported disputes
Useful starting points
Lead sources to test first.
The channel should match how this buyer starts the conversation, not just where ads are easy to buy.