Confidential intake

Three screens. Then the right desk.

1 / 3 · You

Full name

Phone

State

2 / 3 · What is needed

Primary need

Minor children?

3 / 3 · Property

Do you own real property?

Timing

If you chose a living trust, this file routes to the trust desk. Estate plan routes to planning. Zapier/HubSpot see the same payload in production.