Never Miss a Critical Estate Planning Call24/7 AI Receptionist That Builds Trust

“We lost three clients last quarter because we missed calls during court hearings and family emergencies. Since implementing Answrr, we’ve captured every call—even late-night inquiries about filing a Last Will and Testament after a sudden death. One client called at 11 PM after their spouse passed; the virtual receptionist scheduled a consultation for 8 AM the next day, and we secured the estate plan. That’s a $12,000 retainer we wouldn’t have gotten otherwise. Now, we’re not just answering calls—we’re building trust before we even meet the client.”

“I used to spend 30 minutes every morning just returning calls from clients who wanted to update their Advance Healthcare Directive or set up a Durable Power of Attorney. Now, Answrr handles all intake, remembers past concerns like a client’s hesitation about a Revocable Living Trust, and even asks follow-up questions about their family structure. One client called back after 6 months because the AI remembered their son’s special needs trust—she said, 'You actually remember me.' That’s the kind of loyalty we can’t afford to lose.”

“I’m not a tech person, but Answrr asked me about my services—Revocable Living Trusts, Probate Court representation, and Power of Attorney setup—and built a custom agent in under 10 minutes. Now, when a client calls about a Testamentary Trust for their minor grandchildren, the AI knows to ask about guardianship preferences and auto-sends a Letter of Intent template. We’ve booked 17 consultations in the past two weeks—double our usual rate—without lifting a finger.”