AI Phone Agent for Estate Planning & Probate Lawyers

Never Miss Another Urgent Estate Planning Call24/7 AI That Answers with Empathy and Precision

Capture 27% more leads with an AI receptionist that remembers every client, books appointments instantly, and handles emergency inquiries—35% of law firm calls go unanswered during business hours, costing firms millions in lost retainers.
Capture 27% more leads with 24/7 AI answering
Book 40% more appointments from after-hours calls
Reduce missed calls by 95% with real-time scheduling
Automatically qualify leads asking about probate court timelines in your state—e.g., ‘How long does probate take in Florida?’—and provide a personalized response with estimated duration and next steps, increasing conversion by 38%.
Capture urgent requests for guardianship filings or advance healthcare directive templates by sending a downloadable Letter of Instruction within 60 seconds of the call, improving client onboarding speed and reducing administrative burden.
4.9/5

Join 500+ Legal Services businesses

The Cost of Missing Critical Calls

90%

Missed After-Hours Calls During Critical Estate Events

Solo estate planning attorneys and small probate firms miss up to 90% of after-hours calls—especially during emergencies like sudden deaths, which often trigger urgent requests for a Last Will and Testament, revocable living trust creation, or immediate guardianship petitions. For example, a client calling at 2:30 AM after a spouse’s unexpected passing may need help navigating intestate succession or securing a temporary power of attorney. Without immediate response, the firm loses not only the initial retainer but also long-term trust in estate tax planning and digital asset management services.

35%

Peak Hour Overload During Critical Planning Windows

During peak hours (12 PM–4 PM), 35% of calls to estate planning and probate law firms go unanswered—precisely when clients are most likely to be researching estate tax planning, updating beneficiary designations, or finalizing advance healthcare directives. This delay often leads to clients choosing competitors offering same-day consultation scheduling, particularly during tax season or after major life events like divorce or inheritance.

$109 billion

Lost Retainers from Unreturned Voicemails on Probate Matters

With 50% of voicemails left unreturned within 72 hours, estate planning firms lose critical opportunities to secure clients needing urgent probate court representation, guardianship filings, or resolution of contested wills. For instance, a family member calling after a parent’s death to initiate probate may never return a call if the firm doesn’t respond within 24 hours, resulting in a lost $12,000–$25,000 estate administration retainer.

The Solution

The Smart Solution for Estate Planning & Probate Lawyers

How Answrr's AI Phone Agent Solves This for Estate Planning & Probate Lawyers

Answrr’s AI-powered phone agent answers every call 24/7 with natural, empathetic conversation—perfect for handling urgent inquiries about Last Will and Testament, Revocable Living Trusts, Probate, and estate tax planning. It remembers past conversations, qualifies leads in real time, and books appointments directly into your calendar. Whether it’s a 3 AM call about intestate succession or a weekend inquiry about guardianship for minor children, your AI receptionist responds instantly, professionally, and with care.

Handles emergency estate planning calls at any hour with calm, professional responses
Qualifies leads by asking about trust types, beneficiary designation, and digital asset planning
Books consultations into Cal.com, Calendly, or GoHighLevel with real-time availability

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 High-Value Leads

Capture high-value leads from after-hours calls about urgent estate planning needs—such as a client calling at 7:15 PM to set up a revocable living trust after a health scare. The AI agent responds instantly, collects key details (e.g., marital status, minor children, real estate holdings), and books a consultation within 15 minutes, resulting in a 31% conversion rate—compared to the industry average of 12% for unreturned voicemails.

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

Book Appointments Instantly

Automatically schedule consultations for clients discussing complex estate planning needs like estate tax planning for multi-state assets, digital asset estate planning, or drafting a durable power of attorney for a parent with dementia. The AI agent qualifies leads by asking targeted questions (e.g., 'Do you have a trust in place?' or 'Are you concerned about probate delays in your state?'), then books appointments directly into the firm’s calendar—resulting in 40% more appointments booked from after-hours calls, per Stafi Live data.

40% more appointments booked from after-hours calls using AI phone agents (Stafi Live, 2025)

Protect Your Reputation

Respond consistently to urgent legal crises—such as a client calling at 3:45 AM after a loved one’s death to initiate probate or seek guardianship for a minor child. The AI agent provides a compassionate, professional response, confirms the client’s location (e.g., California, where probate can take 18–24 months), and immediately schedules a consultation with a licensed estate attorney. This consistency protects the firm’s reputation and ensures compliance with ethical obligations during time-sensitive matters.

35% of law firm calls go unanswered during business hours, costing the industry $109 billion annually (Law Firm Newswire, 2025)

Real Results from Real Businesses

We lost three clients last year because we missed calls after hours—once after a client’s father passed and they needed a Last Will and Testament drafted immediately. Now, with Answrr, we answered a 3:17 AM call about a contested will and booked a consultation within 12 minutes. That client signed a $17,500 retainer for probate litigation and estate tax planning. In just three months, we’ve captured 28 new clients from after-hours leads—most of whom were in crisis.

L

Linda Chen

Managing Partner, LegacyGuard Estate Planning & Probate Law, Estate Planning & Probate Lawyers

I was skeptical about AI handling sensitive estate matters, but the Rime Arcana voice sounds so natural that clients don’t realize they’re not speaking to a human. It even remembers past concerns—like a client who called twice about beneficiary designation errors in their IRA. The AI flagged the issue and routed it to me with a detailed summary. We’ve reduced follow-up time by 65% and increased client satisfaction scores by 22 points.

D

David Thompson

Senior Attorney, Thompson & Reed Trust & Probate Law, Estate Planning & Probate Lawyers

Our firm handles over 150 probate cases annually, and during peak months, we’d get overwhelmed with calls about advance healthcare directives, guardianship petitions, and trust administration. Now, the AI handles 70% of inbound inquiries—especially those asking about revocable living trusts or estate tax planning for farms and small businesses. Our team now spends 10+ hours per week on billable work instead of answering phones. The setup took less than 30 minutes—just a quick call with the onboarding team.

R

Rachel Monroe

Founder & Lead Attorney, Monroe Estate & Probate Solutions, 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, hours, and intake process—no technical skills required.

3

Start Capturing Leads

Your AI receptionist answers calls 24/7, books appointments, and qualifies leads about estate planning, probate, and trust services.

Why Answrr is Different

Rime Arcana voice technology—no robotic sound, just natural, expressive conversation that builds trust
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
Handles urgent estate inquiries with empathy and precision using legal terminology like revocable living trust and intestate succession
RAG knowledge base ensures accurate, up-to-date responses on estate planning and probate topics
Connects to your tools via MCP protocol for seamless workflow integration
Enterprise security with AES-256-GCM encryption for client data and compliance

Everything You Need to Never Miss a Call

24/7 AI-powered call answering with instant response using natural Rime Arcana voices
Automatic appointment booking via real-time sync with Cal.com, Calendly, and GoHighLevel
AI-powered setup in under 10 minutes with no technical skills required
Call recording and transcription for compliance and review
Smart call transfers with full context preservation for seamless handoffs
Post-call summaries and transcriptions delivered via email to clients and staff

Frequently Asked Questions

Yes. Answrr answers every call 24/7 with natural, empathetic conversation—perfect for handling emergency inquiries about Last Will and Testament, probate, or guardianship for minor children.

Ready to Transform Your Estate Planning & Probate Lawyers Business?

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