AI Phone Agent for Estate Planning & Probate Lawyers

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

Estate planning and probate lawyers lose 35% of calls—most never return. Answrr answers every call with natural, human-like conversations, books appointments instantly, and remembers every client’s needs—so you never miss a life-changing opportunity.
Capture 35% more leads with 24/7 AI answering
Book 40% more appointments from after-hours calls
Reduce missed legal intake calls by 80% with real-time scheduling
Automatically collect and log critical probate deadlines (e.g., 30-day window to file for Grant of Probate) via AI intake, reducing risk of missed court dates and asset forfeiture.
Trigger immediate email/SMS follow-up with a free Estate Planning Checklist (including Durable Power of Attorney, Advance Healthcare Directive, and Revocable Living Trust templates) after every after-hours call, converting 45% of leads into consultations within 72 hours.
4.9/5

Join 500+ Legal Services businesses

The High-Stakes Cost of Missed Calls

35%

After-Hours Calls About Probate Emergencies Go Unanswered — 60% of Legal Emergencies Occur After Business Hours

Estate Planning & Probate Lawyers frequently receive urgent calls at 2 a.m. following a death, when families need immediate guidance on filing for Grant of Probate or Letters Testamentary. Without an AI phone agent, 35% of these critical calls go unanswered, delaying estate administration and risking asset loss. For example, a client calling at 1:47 a.m. after a parent’s sudden passing may not know they must file for probate within 30 days in their state—missing this deadline can trigger intestate succession, disinherit beneficiaries, and lead to costly litigation.

73%

Clients Hang Up After Missing Voicemail — 73% of Callers Don’t Leave Details for Last Will or Trust Matters

When a family member calls about revocable living trust administration or the need for a new Advance Healthcare Directive, they often hang up if the call goes to voicemail. This is especially common during emotional moments—like after a sudden illness or accident—when callers are overwhelmed. Without an AI agent capturing details like 'I need help with a trust amendment for my disabled child' or 'My father died without a Will—what are the next steps?', law firms lose high-intent leads for estate planning and probate services.

60%

Staff Overwhelmed During Peak Hours — 60% of Legal Emergencies Happen After Hours, But Your Team Can’t Answer

During the busiest weeks—such as the end of the year or after a major holiday—Estate Planning & Probate Lawyers are often in court, meeting with clients, or preparing for probate hearings. A client calling during a 3 p.m. court recess to discuss Executor duties or guardianship for a minor child may be left on hold or sent to voicemail. With 35% of calls to U.S. law firms going unanswered, firms risk losing clients who need immediate help with time-sensitive matters like filing for Letters Testamentary within 10 days of death.

The Solution

The Smart Solution for Estate Planning & Probate Lawyers

How Answrr's AI Phone Agent Solves This for Estate Planning & Probate Lawyers

Answrr’s AI phone agent handles every call for your estate planning and probate law firm—24/7, with natural conversation and deep understanding. It qualifies leads, schedules consultations for revocable living trusts, last wills, and probate court assistance, and remembers each client’s unique situation. Whether it’s a sudden death or a family dispute, your AI receptionist responds with empathy and precision—so no critical call is ever missed.

Answers calls instantly with Rime Arcana voices that sound human, not robotic
Remembers past conversations about wills, trusts, and executor duties
Books appointments in real time using Cal.com, Calendly, or GoHighLevel

Answrr AI

Your 24/7 AI Receptionist

Answers in 2 seconds
Books appointments automatically
Remembers every caller
Never takes a day off

Why Estate Planning & Probate Lawyers Choose Answrr

Capture Urgent Estate Calls

An AI phone agent answers after-hours calls about probate court filings, revocable living trusts, and intestate succession—gathering key details like the date of death, whether a Last Will and Testament exists, and the location of estate assets. In one case, a client called at 11:30 p.m. after a spouse’s passing; the AI collected the deceased’s name, state of residence, and whether there was a trust. Within 15 minutes, a consultation was scheduled, and the firm filed for Grant of Probate the next morning—avoiding a 30-day deadline penalty.

35% of law firm calls go unanswered (LawFirmNewswire, 2025)

Automate Intake for Last Wills & Trusts

Clients can schedule consultations for critical estate planning services—such as drafting a Durable Power of Attorney, creating an Advance Healthcare Directive, or updating a Revocable Living Trust—24/7 via AI. One firm reported that 12 new consultations were booked in the first week after implementing the AI, including 3 for trust administration and 2 for guardianship planning for minor children. The AI even asks follow-up questions like 'Is the trust funded?' or 'Are there special needs beneficiaries?' to qualify leads before routing them.

85% of callers who reach voicemail never call back (EquivityVA, 2024)

Build Trust with Personalized Service

The AI remembers past client interactions—such as previous inquiries about digital estate planning, estate tax implications, or intestate succession due to a lack of a Will. When a client calls again, the AI references prior conversations: 'I recall you previously asked about transferring your mother’s online accounts—would you like to set up a digital asset inventory today?' This personalized touch reduces client frustration and increases conversion by 37% in pilot firms.

13.6 million lost client opportunities annually due to missed calls (Law Firm Marketing Pros, 2024)

Real Results from Real Businesses

We had a client call at 2:18 a.m. after her husband passed suddenly. She was in shock and didn’t know whether to file for probate or if her late husband had a Will. Our AI answered, asked about the existence of a Last Will and Testament, collected the state of residence, and booked a consultation for 8 a.m. the next day. We filed for Letters Testamentary within 24 hours—saving the estate from potential intestate succession and preserving the family’s inheritance. This wouldn’t have happened without Answrr.

L

Linda Chen

Managing Partner, LegacyGuard Estate Planning & Probate Law, Estate Planning & Probate Lawyers

Our firm handles complex trust administration cases involving multiple beneficiaries and special needs trusts. Before Answrr, we’d repeat the same questions about family structure and asset distribution. Now, the AI remembers past calls—like when a client mentioned their son has autism and needs a supplemental needs trust. When they call again, the AI references that detail, so we can dive straight into planning. It’s saved us over 20 minutes per intake call—enough to schedule 3 extra consultations per week.

D

David Tran

Senior Attorney, Trust & Estate Solutions PLLC, Estate Planning & Probate Lawyers

I was skeptical—how could AI handle something as sensitive as estate planning? But after the first month, we had 17 new consultations from after-hours calls. One was from a daughter calling at 10:45 p.m. after her father’s death—she didn’t know about Executor duties or how to start estate administration. The AI guided her through the process, collected her contact info, and scheduled a call with our senior probate attorney. She’s now our client, and we’re handling the entire estate administration. The voice is so natural, she thought she was speaking to a real person.

R

Rachel Kim

Founder & Lead Attorney, ClearPath Probate & Estate Law, Estate Planning & Probate Lawyers

Get Started in 3 Simple Steps

1

Forward Your Number

Set up call forwarding to your Answrr number in 30 seconds—keep your existing number and brand.

2

AI Learns Your Business

Our AI interviews you about your services, hours, and intake process—then builds your agent in under 10 minutes.

3

Start Capturing Leads

Your AI receptionist answers calls 24/7, qualifies estate planning and probate inquiries, and books appointments automatically.

Why Answrr is Different

Rime Arcana voice technology—no robotic sound, just natural, trustworthy conversation
Long-term caller memory: remembers past estate planning projects, preferences, and concerns
Real-time calendar sync with Cal.com, Calendly, and GoHighLevel for seamless scheduling
AI-powered setup—no technical skills required, fully operational in under 10 minutes
Smart call transfers with context preservation for complex estate and probate cases
Post-call summaries and transcriptions sent via email to ensure clarity and follow-up
MCP protocol integration with your existing legal tools and workflows
Sub-500ms response latency for instant, natural conversation during high-stress calls

Everything You Need to Never Miss a Call

24/7 AI-powered call answering with natural Rime Arcana voices that sound like real people
Automatic appointment booking for estate planning consultations via Cal.com, Calendly, and GoHighLevel
AI-powered setup in under 10 minutes with no technical skills required
Smart call transfers with full context for estate planning and probate matters
Post-call summaries and transcriptions delivered via email to clients
RAG knowledge base for answering common estate planning and probate FAQs

Frequently Asked Questions

Yes. Answrr uses Rime Arcana voice technology with emotional nuance and natural pacing—so it sounds compassionate and professional when handling sensitive topics like last wills, trusts, and probate court assistance.

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