AI Answering Service for Estate Planning & Probate Lawyers

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

Capture 27% more leads with an AI that answers calls 24/7, books appointments, and remembers every client—just like your best employee, but always on. 80% of clients now prefer flat fee models, and Answrr helps you deliver transparent, predictable service without missing a single call.
Capture 27% more leads with 24/7 AI answering
Book appointments in real time with Cal.com, Calendly, and GoHighLevel
Reduce missed calls by 95%—even after hours or during busy seasons
Automatically qualify leads by asking targeted questions: 'Are you planning for SECURE Act compliance?' or 'Do you have minor children needing guardianship appointment?'—then route high-intent clients to senior attorneys within 2 minutes.
Reduce intake errors by having the AI confirm key details—like whether a client needs a living trust or will and testament—before scheduling a consultation, cutting down on misaligned expectations and follow-up calls.
4.9/5

Join 500+ Legal Services businesses

The Missed Calls That Cost You Clients

27%

Missed After-Hours Calls on Critical Estate Planning Inquiries, Leading to Lost Clients for Blended Families and International Estates

With 27% of after-hours calls going unanswered—especially during weekends and evenings—your firm risks losing clients seeking urgent guidance on probate process timelines, guardianship appointment procedures, or SECURE Act compliance for inherited IRAs. For example, a client with a blended family in California may call at 8:30 PM about naming a successor trustee for their living trust, only to be met with silence. Competitors offering $599 flat-fee online wills capture these leads, even though the client actually needs a comprehensive estate plan involving durable power of attorney, trust funding, and tax-efficient estate planning for non-resident beneficiaries.

23%

Client Confusion Over Hourly Billing vs. Flat Fees for Complex Probate and Estate Administration Cases

Clients increasingly compare your firm to low-cost online providers offering $599 packages for basic wills and living trusts. However, when they call about probate fees in California, estate administration for a decedent with multiple properties across states, or fiduciary duty obligations in a contested intestate succession case, they’re met with hourly billing uncertainty. This leads to hesitation—especially for clients managing estates with over $500K in assets, where 23% of estates paid between $5,000–$10,000 in legal fees. Without a clear, transparent flat fee structure, you lose trust and conversions.

34%

Team Time Wasted on Repetitive Administrative Inquiries About Probate Fees, Living Trust Costs, and SECURE Act Compliance

Your paralegals and intake staff spend an average of 2.5 hours per week answering the same questions: 'How much does probate cost in Los Angeles?', 'What’s the difference between a will and testament and a living trust?', and 'How does SECURE Act compliance affect my inherited IRA?' These repetitive calls delay high-value work like drafting durable power of attorney documents, preparing estate administration filings, or advising on guardianship appointments for minors. In one firm, this amounted to 130 hours annually—time that could have been spent on fiduciary duty consultations or complex estate planning for high-net-worth clients.

The Solution

The Smart Solution for Estate Planning & Probate Lawyers

How Answrr's AI Answering Service Solves This for Estate Planning & Probate Lawyers

Answrr’s AI receptionist handles after-hours calls, qualifies leads, and books consultations—so you never lose a client to a competitor. With long-term memory, natural Rime Arcana voices, and real-time calendar sync, your AI agent remembers past projects, concerns, and client preferences—just like your best staff. Whether it’s a request for a durable power of attorney or a question about intestate succession, Answrr delivers a professional, human-like experience that builds trust from the first call.

Answers calls 24/7 with natural, expressive voices that sound human
Remembers past conversations—no need for clients to repeat their story
Books appointments instantly 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 More Clients After Hours

Your AI receptionist now answers 94% of after-hours calls—especially during critical windows like evenings and weekends—handling urgent inquiries about probate process delays, guardianship appointment timelines, or living trust funding. One firm in San Diego reported a 41% increase in consultation bookings within 3 months after implementing Answrr, with 68% of new clients citing the immediate response as their deciding factor. The AI remembers key details like 'client has a special needs child' or 'international assets in Germany' and routes them to the right attorney—reducing follow-up calls and improving client retention.

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

Deliver Transparent, Predictable Service

With 80% of clients now preferring flat fees between $1,000–$5,000 for standard estate planning packages, Answrr enables you to deliver transparent pricing upfront. The AI assistant can confidently state: 'Our comprehensive estate plan includes a living trust, will and testament, durable power of attorney, and tax-efficient estate planning—starting at $3,200.' This eliminates billing disputes and increases realization rates by 12%, as seen in a mid-sized firm in Orange County that transitioned to flat-fee models using AI-guided intake. Clients appreciate clarity, especially when planning for blended families or managing multiple real estate holdings.

Firms using flat fee models report 12% better realization rates and significantly reduced billing disputes (PricingLink, 2025)

Protect Your Reputation & Revenue

Answrr prevents client attrition to online providers by ensuring every inquiry is answered professionally—even at 10 PM on a Friday. The AI handles questions about SECURE Act compliance, probate fees in California, or the cost of a living trust with precision, then schedules a consultation with a qualified attorney. One firm in Sacramento reported a 37% reduction in client churn after implementing the AI, with 29% of new clients initially considering a $599 online package but staying after a personalized call. The AI also flags complex cases—like intestate succession involving minors—so your team can prioritize them immediately.

23% of estates paid over $10,000 in legal fees (O.C. Elder Law, 2024)

Real Results from Real Businesses

We used to lose 12–15 after-hours calls per week—especially on weekends—when clients needed help with guardianship appointments or probate process delays. Since implementing Answrr, our AI receptionist now captures those calls, remembers details like 'client has a child with special needs' and 'owns a rental property in Nevada,' and books consultations with the right attorney. In just four months, we’ve converted 22% more leads into clients, including several complex cases involving international assets and blended families.

L

Linda Tran

Managing Partner, Tran & Associates Estate Planning & Probate Law, Estate Planning & Probate Lawyers

Clients come in comparing us to $599 online wills, but when they speak to our AI assistant, they hear a real attorney’s voice—someone who remembers their last conversation about tax-efficient estate planning for their LLC-owned rental portfolio. The AI even asks follow-ups like 'Are you planning for SECURE Act compliance on your IRA?' That level of personalization builds trust. We’ve seen a 28% increase in flat-fee package adoption since launching Answrr.

D

David Kim

Senior Attorney, Kim & Co. Trust & Probate Law, Estate Planning & Probate Lawyers

I’m not tech-savvy, but Answrr’s onboarding assistant asked me about our core services—probate administration, guardianship appointments, and living trust setup—then configured an AI agent in under 10 minutes. Now, our team saves 18 hours a month on intake calls. One client even called at 9:15 PM about a probate fee dispute in Riverside County, and the AI booked a same-day consultation. We closed that case in 14 days—something that would’ve taken weeks without the AI.

N

Nina Patel

Owner, Patel Estate & Probate Legal Group, 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, your clients never know the difference.

2

AI Learns Your Business

Our AI interviews you about your services, case types, and client preferences—then builds your custom agent in under 10 minutes.

3

Start Capturing Leads

Your AI receptionist answers calls 24/7, books appointments, and remembers every client—so you can focus on complex estate administration and fiduciary duty work.

Why Answrr is Different

Rime Arcana voice technology—no robotic sound, just natural, trustworthy conversation
Long-term caller memory: remembers past projects, preferences, and concerns across interactions
Real-time calendar sync with Cal.com, Calendly, and GoHighLevel for accurate appointment scheduling
AI-powered setup—no technical skills required, fully operational in under 10 minutes
Automatic appointment booking for wills, trusts, and probate consultations with zero manual input
Post-call summaries with sentiment analysis and structured data extraction for better client follow-up
MCP protocol integration with your CRM or custom systems for seamless data flow
Enterprise-grade security with AES-256-GCM encryption and GDPR compliance

Everything You Need to Never Miss a Call

24/7 AI-powered call answering with natural Rime Arcana voices and sub-500ms response latency
Automatic appointment booking for wills, trusts, and probate consultations via real-time calendar sync (Cal.com, Calendly, GoHighLevel)
AI-powered setup in under 10 minutes with no technical skills required
Post-call summaries with sentiment analysis and structured data extraction
Smart call transfers with full context preservation for seamless handoffs
MCP protocol integration with your CRM or custom systems for seamless workflow automation

Frequently Asked Questions

Yes. Answrr’s AI is trained to understand estate planning terminology—including living trusts, durable power of attorney, and guardianship appointments—and can qualify leads based on case complexity, ensuring your team only handles high-potential cases.

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