ASEL’s Client Qualifier Intake Form provides an easy means of pre-qualifying a prospective client and knowing the circumstance and situation related to the estate. Being prepared when a call comes in will help you take charge in a highly professional manner to get all the initial information you need, without missing a beat, to determine if this is an estate you want to handle. Once the prospect becomes a client, the completed form becomes an excellent reference for planning and proceeding to handle the estate and personal property needs of the client.
