Never Miss a Critical Estate Planning Call24/7 AI Receptionist That Understands Your Clients

“We lost three clients in one month because we weren’t available after hours—especially during the holiday season. Since implementing the AI answering service, we’ve captured 12 new probate cases and 8 trust setups from after-hours calls. One family called at 11:30 p.m. after their father passed—our AI scheduled a consultation for 9 a.m. the next day, and they signed a Revocable Living Trust contract within 48 hours. This is the kind of trust that keeps clients coming back.”

“After my partner passed, I called my estate attorney at 2:17 a.m. to start probate. The voicemail said 'Leave a message.' I didn’t call back. The next day, I found another firm that responded instantly. Now, I use the AI system for all our intake—especially for clients needing a Durable Power of Attorney or Advance Healthcare Directive. We’ve reduced client onboarding time by 50% and improved our client satisfaction score from 3.8 to 4.7.”

“Our team was drowning in intake forms for beneficiaries, estate tax planning, and guardianship appointments. The AI now handles 70% of initial inquiries—asking for the client’s relationship to the decedent, whether there’s a Last Will and Testament, and if they need help with beneficiary designation for retirement accounts. We’ve cut our average client onboarding time from 7 days to 2.3 days. This allows us to focus on complex cases like Intestate Succession disputes and Testamentary Trust administration.”