Never Miss Another Estate Planning Call24/7 AI Receptionist That Books Appointments

“We lost three clients last year after a family member passed—each called at night asking how to avoid probate and transfer assets via a revocable trust. After switching to Answrr, we now answer every call, even at 11 PM, and immediately schedule a consultation. Since then, we’ve converted 40% more leads, including two high-net-worth clients who established a $12 million dynasty trust and an IDGT to remove assets from their taxable estate. Our intake process is now seamless, and our client satisfaction scores have jumped from 78% to 96%.”

“Before Answrr, our intake forms were filled out by hand, and we’d lose up to 30% of leads due to data entry errors—especially when clients mentioned complex structures like a GRAT or an A-B trust. Now, the virtual receptionist asks targeted questions during the call, captures all details, and auto-populates our CRM. We’ve reduced drafting time for a full estate plan from 18 hours to just 4 hours, and our client onboarding time is down to 2 days. We’re closing more cases with fewer errors and higher client confidence.”

“I run a solo practice focused on small business owners and family trusts. I didn’t have time to answer every call, especially during tax season. Answrr’s AI assistant learned my services in under 10 minutes—asking about revocable trusts, living wills, and probate avoidance—and now handles all inbound calls. Last month, we secured three new clients: one setting up a GRAT, another creating a testamentary trust for their children, and a third transferring their business into an irrevocable trust. I’ve never had this much capacity without hiring.”