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

“We lost a client last year because they called at 11:45 PM after their father passed—no one answered. That client was in the middle of setting up a revocable living trust and naming a trustee. Now, our AI answers every after-hours call, asks about the need for probate avoidance, and books a consultation the next morning. In the past 6 months, we’ve converted 14 of those after-hours leads into full estate plans, including one involving a $1.8M estate with complex trust distributions. It’s not just efficiency—it’s peace of mind for our clients and our firm.”

“I was skeptical about AI, but the onboarding was seamless. In under 15 minutes, I had an agent trained on our firm’s specialty: probate in California, guardianship for minors, and estate tax planning for clients with over $5M in assets. Now, when a client calls at 8 PM about a durable power of attorney for a parent with dementia, the AI asks the right questions, confirms the need for a notarized document, and schedules a same-day appointment. We’ve seen a 29% rise in client retention since implementation.”

“A widow called at 1:12 AM after her husband’s sudden death. She was panicked, asking about probate timelines and how to access his bank accounts. Our AI listened, acknowledged her grief, confirmed she needed a durable power of attorney and executor appointment, and booked a consultation for 9 AM the next day. She later emailed us: 'Thank you for being here when no one else was.' That moment reminded me why we do this work—and now, our AI ensures no client feels alone during their hardest time.”