Never Miss a Critical Call from a Client in Need24/7 AI Receptionist That Understands Estate Planning

“We used to miss 40% of after-hours calls from clients trying to file probate within 30 days of a death. One client in Arizona lost their chance to use a small estate affidavit because we didn’t answer their call at 10:15 PM. Since switching to Answrr, we’ve captured every call—even at 2 AM—and booked 14 urgent consultations in the first quarter alone. One led to a $310,000 estate plan involving a GRAT and an IDGT structure. Our conversion rate has improved by 28%.”

“Our AI receptionist understands complex terms like A-B Trust, IDGT, and GRAT—so when a client calls at 8:45 PM asking how to reduce estate tax on a $5.2M portfolio, it doesn’t just book a meeting. It asks qualifying questions about asset types, beneficiary age, and whether they’re planning for a minor child. We’ve seen a 41% increase in qualified leads since implementation. One client even scheduled a consultation for a Dynasty Trust setup while on a family vacation—no delays, no lost opportunities.”

“During tax season, we were overwhelmed with calls about revocable trust funding and beneficiary updates. Before Answrr, we lost 12 high-value leads in one month. Now, our AI captures every call, schedules consultations, and sends a customized estate planning checklist—asking about existing trusts, estate tax exposure, and whether they’ve updated their beneficiary designations. We’ve booked 30% more consultations, and our average client engagement value has increased from $18,000 to $42,000 due to better pre-qualification.”