Estate Planning Needs Assessment
An interactive estate plan gap quiz captures warm leads, delivers a personalized report, and books consultations — turning website visitors into retained estate planning clients.
What This Automation Does
How It Works
Assessment Started
Visitor clicks 'Do You Have an Estate Plan Gap?' on website or landing page
Assessment Questions
Asks: current will/trust, estate size, beneficiaries, business ownership, minor children, digital assets
Capture Contact Info
Name, email, and phone collected on final step before results
Personalized Gap Report
Subject: "Your Estate Plan Gap Analysis" — lists missing documents, risks, and recommended next steps
This automation is included with your Intellivizz AI subscription.
Need a custom integration or a bespoke automation? Schedule a call with our team to discuss your requirements.
Compliance & Security
Assessment results are informational only and do not constitute legal advice. Attorney-client relationship is not established until engagement letter is signed.
SMS follow-up requires opt-in consent at the assessment form.
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