No advice on wills, trusts or probate
Questions are written down for the attorney, word for word.
AI intake for estate planning firms
Estate planning clients stay for decades. Win them on the first call.
When your team is in a signing or on another line, your AI agent answers with care, sorts new-plan, probate and trust-administration calls, collects family names for your conflict check and books the consultation on your calendar.
See the intake in actionAfter-hours & overflow · Your firm’s intake rules
The intake, in action
A lunchtime probate call, start to finish.
Every line is busy, so the call overflows to your agent. Watch the summary fill in as a grieving caller is helped, gently.
Incoming call
A scripted example, shortened for reading, with invented names and numbers. Your agent follows the script, criteria and handoffs your firm approves.
Read the full transcript
- [All staff lines busy · call overflowed to your AI agent]
- Your AI agent: Thank you for calling Your Firm. Everyone is helping other clients right now. I’m the firm’s AI intake assistant, and I can take your details so you don’t have to wait. This call is recorded. How can I help?
- Caller: Hi. My father passed away two weeks ago, and I think I’m the executor. I don’t know where to start.
- Your AI agent: I’m very sorry for your loss. There’s no rush; we’ll take this one step at a time. May I have your name?
- Caller: Karen Whitfield.
- Your AI agent: Thank you, Karen. And your father’s name?
- Caller: Robert Whitfield.
- Your AI agent: Did he leave a will or a trust, and do you know where the original is?
- Caller: A will. It’s in the safe at his house. It names me as executor.
- Your AI agent: That’s helpful. Who else is in the family? The firm checks every name for conflicts before your consultation.
- Caller: My brother Mark and my sister Julie. Mom passed a few years ago.
- [Conflict check queued · 3 family names]
- Caller: Do we have to go through probate?
- Your AI agent: That’s a good question for the attorney. I can’t advise on it, but I’ve written it down as your first question. Is anything time-sensitive, like the house or bills?
- Caller: His house in Denton County. And his bills keep coming.
- [Checking the probate attorney’s calendar · 2 openings]
- Your AI agent: Understood. I have Tuesday at 3:00 p.m. in the office, or Thursday at 11:00 a.m. by video. Which is easier?
- Caller: Tuesday, in person.
- Your AI agent: You’re set for Tuesday at 3:00. I’ll email a short checklist of what to bring, like the original will and the death certificate. Booking doesn’t mean the firm represents you yet. Take care of yourself, Karen.
- [Checklist emailed]
Built around estate planning
The right consultation, set up before the client walks in.
Your agent sorts each call and collects what your attorney needs to plan the meeting.
Condolences first
Slower pacing and gentle wording are part of the script your team approves.
Nothing sensitive by phone
No account numbers, Social Security numbers or documents are collected on the call.
Initial intake only. Conflict clearance, legal advice and engagement decisions remain with your firm.
Before you bring it to your firm
Your practice.
Your questions.
The details estate planning attorneys ask about.
Yes. It asks what the caller needs—a new plan, an update, probate, trust administration or help for a parent—and routes each one to the right attorney and consultation type.
Only at a headline level if you want it to—a home, retirement accounts, a business—so you can plan the consultation. It never asks for account numbers or documents over the phone.
Yes. It records who is calling and who the client would be, so your attorney can address capacity and decide who should attend the consultation.
No. It also answers overflow—when your team is in a signing or on other calls—so callers aren’t sent to voicemail in the middle of the day.
A 30-minute intake review
What happens when your phone rings and everyone is busy?
Find out in 30 minutes. We’ll map your intake, run a live probate call against your criteria and show you exactly what your team would receive.