Legal Services Estate Planning Quiz Template — Secure More Qualified Leads

Introduction

This interactive quiz form template is designed for adults in need of wills and trusts in the legal services industry who want to streamline their estate planning process. It transforms the often complex task of estate planning into an engaging experience that simplifies decision-making.

You can embed this quiz on your website or use it in advertising campaigns on Facebook Ads, Google Ads, or landing pages to significantly boost conversion rates and capture more qualified leads.

Below you'll find a complete breakdown of how to build this quiz, the exact questions it contains, and a working example you can use right away.

How It Works

This interactive quiz guides users through a series of questions to understand their estate planning needs and preferences. Questions cover:

• Current estate planning status
• Main estate planning goals
• Timeline for starting estate planning
• Preferred method of communication

At the end of the quiz, users are prompted to submit their contact information, turning them into qualified leads for your estate planning services.

Quiz Questions

Question 1: What's your current estate planning status?

• No plan yet
• Have a will
• Have a trust
• Need updates

Question 2: What's your main estate planning goal?

• Protect assets
• Minimize taxes
• Plan for incapacity
• All of the above

Question 3: When do you plan to start estate planning?

• Immediately
• Within a month
• Within 3 months
• Not sure yet

Question 4: How would you prefer to discuss your estate planning?

• Phone call
• Email
• In-person meeting
• Video conference

Prompt Example

Create an interactive quiz for legal services to help users streamline their estate planning based on their current status, main goals, timeline, and preferred communication method.

How to Use It in Campaigns

Embed this interactive quiz on your legal services website, especially on pages related to estate planning. Use it as a lead magnet in your Facebook Ads and Google Ads campaigns targeting adults interested in estate planning. You can also integrate it into your landing pages or blog posts about estate planning to engage readers and convert them into leads.

Why It Converts

This interactive quiz reduces friction by simplifying the complex process of estate planning. It personalizes the user's experience, helping them identify their needs and preferences. This level of personalization can improve lead quality by up to 50%. By providing value upfront, it builds trust with potential clients, making them more likely to choose your services for their estate planning needs.

Start Using This Quiz Template Today

Don't miss out on the opportunity to convert more visitors into qualified leads. Create your own version of this quiz in minutes with Interactive Form and start securing more estate planning leads today.