Never Miss a $5,000 Estate Plan Consultation Again
An AI-powered phone agent designed specifically for estate planning firms to handle intake, schedule signings, and manage trust funding follow-ups 24/7.
Estate planning firms face a unique challenge: the gap between a lead's initial interest and the signed document. With average plan fees ranging from $2,500 to $5,000, a missed call isn't just a lost lead; it's thousands of dollars in revenue. Many firms struggle with the administrative burden of coordinating document signing ceremonies and the tedious process of trust funding follow-up, which often falls through the cracks.
Furthermore, the sensitive nature of elder law and probate requires a high level of empathy and precision. Traditional answering services often fail to capture the specific data needed for WealthCounsel or Clio intake, leading to redundant work for paralegals. By implementing a specialized AI Phone Agent, firms can ensure that every prospective client is greeted instantly, screened for conflict of interest, and booked directly into the attorney's calendar without human intervention.
Problems We Solve
After-Hours Lead Loss
Prospective clients often search for trust attorneys after work hours. If you don't answer, they call the next firm on Google. Our AI captures these leads 24/7.
Intake Bottlenecks
Paralegals spend hours on the phone collecting basic family tree and asset data. The AI handles this initial data gathering, pushing it directly into your CRM.
Trust Funding Gaps
Many estate plans fail because clients never fund their trusts. AI automates the follow-up calls to ensure deeds are recorded and accounts are retitled.
Signing Ceremony No-Shows
Coordinating multiple witnesses and notaries is a logistical nightmare. The AI manages signing reminders and rescheduling to ensure documents get executed.
Annual Review Neglect
Firms miss out on recurring revenue because they lack the bandwidth to call past clients. AI proactively schedules annual reviews to update plans for tax law changes.
What You Get
Clio & WealthCounsel Sync
Automatically syncs intake data and appointment details directly into your legal tech stack, reducing manual entry by 90%.
24/7 Intelligent Intake
Qualifies leads based on your specific criteria—probate, trust administration, or new estate plans—before they ever reach your desk.
Signing Ceremony Coordination
Manages the complex scheduling of document signings, ensuring all parties, including witnesses and notaries, are confirmed.
Attorney-Client Privilege Guard
Built with advanced security protocols to maintain confidentiality and protect sensitive family and asset data.
Trust Funding Checklists
The AI follows up with clients to guide them through the funding process, checking off assets as they are successfully moved into the trust.
What It Costs
Setup
$2,500 - $3,500
Monthly
$400 - $800
ROI Example
Converting just one additional $3,500 estate plan per month covers the annual cost of the AI agent twice over. Most firms see a 25% increase in consultation volume.
Frequently Asked Questions
Can it handle complex family dynamics?
Does it integrate with Clio?
How does it handle potential conflicts of interest?
Is the AI empathetic enough for elder law?
Can it schedule the initial consultation?
What happens if a client has a legal question?
Automate Your Firm's Intake Today
Book a free consultation to see how our AI Phone Agent integrates with your current estate planning workflow.
Serving Estate Planning Firms businesses nationwide. Based in Westlake Village, CA.