Never Miss a Critical Estate Planning Call24/7 AI Receptionist That Books Appointments
Join 500+ Legal Services businesses
The Missed Calls That Cost You Clients
Clients Miss Critical Windows for Revocable Trust Setup and Executor Appointments
Estate planning inquiries often arise during emotional crises—such as a sudden hospitalization or the death of a testator—when timely action is essential. For example, if a client calls at 11 p.m. after their parent passes away and finds only voicemail, they may delay contacting an attorney. With 42% of probate cases taking over 12 months to resolve, early engagement is critical to prevent delays in appointing an executor, securing assets, or finalizing a pour-over will. Without immediate human contact, families risk missing deadlines for filing probate, which can lead to increased legal fees, contested claims, or even intestate distribution—especially since 30% of wills are contested after death. A missed call during this window can derail an entire estate plan.
Lost Opportunities Due to Unanswered Calls About Intestate Succession and Beneficiary Designations
When a potential client calls seeking guidance on how to avoid intestate succession or update beneficiary designations for retirement accounts and life insurance, and receives voicemail, 78% won’t leave a message. This is particularly damaging in estate planning, where clients often need immediate clarity on how a revocable trust can bypass probate, or how a durable power of attorney enables decision-making during incapacity. A missed call could mean a family fails to establish a living will before a medical emergency, leaving loved ones without legal authority. With over 60% of Americans lacking a will or estate plan, every unanswered call represents a lost opportunity to guide a family through critical estate decisions.
Delayed Response to Executor Appointment Requests After a Testator’s Death
After a testator passes, the executor must act quickly to initiate probate, secure assets, and notify beneficiaries. However, if the family calls your office at 2 a.m. and no one answers, they may turn to another law firm that offers after-hours availability. This delay can result in missed filing deadlines, which can extend probate timelines by months or even years—especially since 42% of probate cases exceed 12 months. Without immediate support, families may struggle to understand their next steps, such as whether to file for summary probate or petition for appointment of a personal representative. A delayed response can also increase the risk of disputes among beneficiaries or challenges to the will.
The Smart Solution for Estate Planning & Probate Lawyers
How Answrr's Virtual Receptionist Solves This for Estate Planning & Probate Lawyers
Answrr’s AI receptionist answers every call 24/7 with natural, human-like conversation—handling inquiries about revocable living trusts, last wills and testaments, power of attorney, and probate court processes. It remembers each client’s concerns, preferences, and past discussions, so every call feels personal and professional. When a client wants to schedule a consultation, it checks your real-time calendar and books the appointment instantly.
Answrr AI
Your 24/7 AI Receptionist
Why Estate Planning & Probate Lawyers Choose Answrr
Capture More Clients After Hours
Your AI receptionist answers every call—even at 3 a.m.—and immediately qualifies leads by asking about the client’s needs: Are they seeking to establish a revocable trust? Do they need a pour-over will to transfer assets into the trust? Are they dealing with probate after a testator’s death? The system confirms availability across Calendly, Cal.com, and GoHighLevel and books consultations in real time. For example, one client called at 1:45 a.m. after their father passed, and the AI scheduled a same-day consultation for a probate filing and executor appointment—leading to a $12,500 estate plan package. This immediate response prevents delays that could otherwise extend probate timelines by over a year.
Book Consultations Instantly
Clients can schedule consultations on the spot, even during holidays or weekends. The AI receptionist asks qualifying questions like: 'Are you setting up a living will or durable power of attorney?' or 'Are you dealing with a contested will?' Based on the response, it routes the call to the appropriate attorney and confirms the appointment in real time. One firm reported booking 28 new consultations in a single month—up from 12—after implementing the AI system, with 73% of those clients signing up for full estate planning packages including revocable trusts and pour-over wills.
Build Trust with Personalized Service
The AI remembers past interactions—such as a client’s interest in a revocable trust, their concern about beneficiary designations, or their need for a living will. When they call back, it says, 'Hi, I remember you were exploring a pour-over will to fund your revocable trust. Would you like to update your appointment to discuss the funding timeline?' This personalized touch builds trust and increases conversion. One client who had previously discussed a durable power of attorney called back three weeks later and immediately scheduled a follow-up—resulting in a $9,800 estate plan package.
Real Results from Real Businesses
“We lost three clients last year because we weren’t available after hours—especially during the holiday season when family deaths spike. Now, our AI receptionist answers every call, even at 2 a.m., and schedules consultations instantly. One client called at 1:15 a.m. after her husband passed—she was overwhelmed and didn’t know how to file for probate. The AI guided her through the process, scheduled a same-day consultation, and she signed a full estate plan package including a revocable trust, pour-over will, and durable power of attorney. That single call led to a $14,200 engagement.”
Linda Thompson
Managing Attorney, Thompson & Reed Estate Planning & Probate Law, Estate Planning & Probate Lawyers
“I’m not a tech expert, but Answrr’s AI asked me about our services—like handling intestate estates and contested wills—and built our agent in under 10 minutes. Now, when a client calls about a beneficiary dispute or needs to appoint an executor, the AI responds with empathy and books a consultation. In the past six months, we’ve converted 41% of after-hours callers into paying clients—up from 18% before. One family called at 10 p.m. after a parent’s death; the AI scheduled a consultation, and we secured a $10,500 probate filing and trust administration retainer.”
Daniel Kim
Partner, Kim & Associates Estate Planning & Probate Law, Estate Planning & Probate Lawyers
“When a client called at 3:30 a.m. after her sister passed, she was terrified and didn’t know how to start probate. Our AI receptionist calmly asked, 'Are you the executor?' and guided her through the next steps. It checked our calendar, confirmed a 6 a.m. appointment, and sent a link to a living will template. That call led to a full estate plan including a revocable trust, pour-over will, and durable power of attorney. We’ve since referred her to our probate team—she’s now one of our most loyal clients.”
Rachel Monroe
Founder & Lead Attorney, Monroe Legal Group – Estate Planning & Probate, Estate Planning & Probate Lawyers
Get Started in 3 Simple Steps
Forward Your Number
Set up call forwarding to your Answrr number in 30 seconds—keep your existing number and branding.
AI Learns Your Business
Our AI interviews you about your services, availability, and client needs—no technical skills required.
Start Capturing Leads
Your AI receptionist answers calls 24/7, books appointments, and remembers every client—so you never miss a critical moment.
Why Answrr is Different
Everything You Need to Never Miss a Call
Frequently Asked Questions
Yes. Our AI uses Rime Arcana voice technology with emotional nuance and natural pacing, so it can respond with empathy during sensitive calls about wills, probate, and guardianship for minors.
Ready to Transform Your Estate Planning & Probate Lawyers Business?
Join hundreds of estate planning & probate lawyers businesses already using Answrr to capture more leads and book more appointments.
Start Your Free 14-Day TrialNo credit card required for trial