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

“We lost three clients in one month because we weren’t answering calls after 6 PM—clients were trying to set up a Revocable Living Trust after a parent’s passing and needed immediate help. Since switching to Answrr, we’ve booked 14 new estate planning consultations from after-hours calls in just six weeks. One client called at 9:15 PM to discuss Guardianship for her two grandchildren and signed a $32,000 estate plan the next day. The AI receptionist even remembered her concerns about digital asset inheritance and flagged it for our team—this level of attention made all the difference.”

“During the peak probate season, our team was overwhelmed with filings for Probate Court and guardianship petitions. Answrr handled 47 overflow calls in a single week, scheduling appointments for clients needing to file a Petition for Probate or establish a Testamentary Trust. One client was in crisis after a sibling died without a Last Will and needed to act within 30 days to avoid Intestate Succession. The AI booked a same-day consultation—our firm secured the case and the client later referred three others. Efficiency and empathy are now built into our workflow.”

“As an elder law attorney, I know trust is everything. Clients call when they’re scared—about losing their home to probate, about who will care for their child with special needs, or about ensuring their estate tax planning minimizes the burden on their heirs. Answrr’s AI greets them by name, remembers their concern about a Durable Power of Attorney for their mother, and books a consultation with the right attorney. Since using the service, our client retention has increased by 37%, and we’ve seen a 22% rise in referrals from clients who felt heard during their first call.”