Never Miss a Critical Estate Planning Call24/7 AI Receptionist That Understands Your Clients’ Needs

“We lost a major trust administration case last year because we missed a call from a surviving spouse at 2 a.m. after her husband passed. Since implementing the AI, we’ve captured 47 new probate cases in the first quarter alone—most from after-hours calls. The AI now asks, ‘Did the decedent have a revocable trust, and who is the named successor trustee?’ That simple question helps us qualify cases instantly and assign them to the right attorney within 90 minutes.”

“One of our biggest challenges is helping families understand how to avoid probate. Our AI now explains in plain terms: ‘If your mother had a life insurance policy with a beneficiary designation, that payout won’t go through probate—even if she had a will.’ We’ve seen a 58% increase in trust setup appointments since the AI began guiding callers through asset bypass strategies. It even reminds them to update beneficiary forms on retirement accounts—critical for avoiding unintended heirs.”

“We serve many clients setting up irrevocable trusts for long-term care planning. The AI remembers every client’s trust type, grantor name, and beneficiary structure. When a client calls to update a trustee, the AI says, ‘Ms. Patel, you established an irrevocable trust in 2021 for your daughter’s education. Would you like to discuss changing the trustee now?’ This level of recall has reduced our intake time by 40% and increased client satisfaction scores by 31%.”