How do I capture leads from estate planning inquiries?

Turn on lead capture for your estate planning agent from the Chatref dashboard. Once enabled, your chatbot will automatically prompt visitors for their name, email, and phone number after they ask a qualifying question - for example, “How much does a basic will cost?” or “Do I need a trust if I own a home?”

Because Chatref's responses are grounded in your own documents (sample plans, fee schedules, intake checklists), the chatbot answers their question accurately before asking for details. This builds trust and makes visitors far more likely to share their contact information. All captured leads appear inside the conversation thread, so no data is lost between the initial chat and your follow-up.

The same lead capture flow can collect more than basic contact info. Use customized fields to ask estate-planning-specific questions that help you prioritize follow-ups:

• What type of planning are you interested in? (Will, living trust, probate, power of attorney, etc.)
• How soon are you hoping to start?
• Do you have a spouse or partner who will also be involved?
• Roughly how many assets are you looking to protect?

These details flow straight into the shared inbox alongside the full chat transcript, so your team sees the prospect's intent before the first call or email. The result is a warm lead, not a cold form submission - and you never have to re-ask what they already told the chatbot.

When a lead is captured, the entire conversation lands in your shared inbox in real time. Every team member with access can see the transcript, the collected fields, and any notes. You can reply directly from the inbox to continue the conversation, schedule a consultation, or hand off to the right attorney.

Because the lead capture data stays tied to the chat, there is no gap between the automated capture and human follow-up. Use the inbox to set a follow-up reminder, tag the conversation as “consultation booked,” and move the prospect through your pipeline - all without leaving Chatref.

How can I turn estate planning questions into leads?
Set up your Chatref agent to trigger lead capture after a visitor asks about estate planning services. The chatbot first answers the question using your own content (to build credibility), then prompts them to share their name and contact details. That turns a generic customer inquiry into a captured lead with full context, ready for your team to pursue.

What information should I collect from potential clients?
At minimum, collect first name, last name, email address, and phone number. Go further with qualifying fields that are specific to estate planning: the type of planning needed (will, trust, probate), timeframe, involvement of a spouse, and a rough sense of asset scope. These answers let you route leads to the right attorney and craft a personalized follow-up.

How do I follow up with estate planning leads?
Use the Chatref shared inbox. Every captured lead shows up as a conversation with the prospect’s contact info and the complete chat history. Reply directly from the inbox to thank them, answer any additional questions, and propose a consultation. Because the lead capture fields are attached, your follow-up never feels generic - you already know what they need.