How does Answrr ensure client privacy during calls?

All calls are encrypted with AES-256-GCM, and sensitive data like beneficiary designations or case details are stored securely with full privacy controls. You can delete any memory or recording at any time.

Can I use Answrr for both estate planning and probate court attorney services?

Absolutely. You can configure separate agents for different services—like estate planning consultation and probate court attorney intake—each with tailored knowledge and workflows.

Does Answrr work with my existing phone number and legal software?

Yes. Forward your current number to Answrr in 30 seconds. It integrates with Cal.com, Calendly, and GoHighLevel for appointment booking, and supports MCP protocol to connect to any business system, including legal intake platforms.

What if a client wants to speak to a real lawyer during the call?

Answrr handles smart transfers with full context. When a caller requests to speak with an attorney, your team receives the full conversation history—so no need to repeat details about estate tax planning or fiduciary duty.

AI Phone Agent for Estate Planning & Probate Lawyers

Never Miss Another Estate Planning or Probate Call24/7 AI Receptionist That Builds Trust

Capture 27% more leads with an AI phone agent that answers every call, books appointments, and remembers every client—just like your best team member. 65% of estate planning clients prefer phone contact, yet 42% of probate cases are delayed due to unresponsive teams.

Capture 27% more leads with 24/7 AI answering

Book 40% more consultations with real-time calendar integration

Respond to 92% of inquiries within 24 hours—boosting client trust

Automatically send a personalized email with a checklist of documents needed for a last will and testament review within 5 minutes of a call, reducing client prep time by 60% and increasing consultation completion rates.

Trigger a follow-up call from the AI 24 hours after a consultation request to confirm appointment details and ask if the client needs help gathering assets for a revocable living trust—reducing no-shows by up to 40%.

Start Your Free 14-Day Trial See How It Works

4.9/5

Join 500+ Legal Services businesses

The Critical Gap in Legal Client Service

27%

Missed After-Hours Calls for Critical Estate Planning Inquiries

Estate planning clients often reach out during evenings or weekends to discuss time-sensitive matters like updating a revocable living trust, appointing a new executor of estate, or finalizing a durable power of attorney. With 78% of callers refusing to leave voicemails and only 31% of law firms having a dedicated phone system, firms risk losing high-intent leads—especially those preparing for elder law attorney services or navigating intestate succession scenarios—due to unanswered calls. For example, a client seeking to establish a testamentary trust for minor children after a family loss may abandon contact if not answered immediately, leading to irreversible delays in securing their family’s financial future.

4.2 days

Delayed Responses in Probate Court Deadlines

In probate cases, delays in communication can trigger legal penalties or missed filing deadlines in probate court. With 42% of probate cases delayed due to unresponsive legal teams, even a 24-hour delay in responding to an inquiry about executor of estate responsibilities or fiduciary duty obligations can jeopardize asset distribution. A client contacting about a pour-over will to transfer assets into a revocable living trust may face months of delay if the firm’s response time averages 4.2 days—especially during critical windows like the 90-day window to file a petition for probate.

31%

Fragmented Client Experience Across Multiple Office Locations

Firms with multiple locations often face inconsistent call handling, where a client calling from a satellite office may receive a different tone, message, or scheduling process than one calling the main office. This inconsistency undermines trust, especially when a client is seeking guidance on complex matters like advance healthcare directive updates or guardianship lawyer services. Without a unified system, a client in one region may be routed to a junior associate, while another in a different location receives a senior attorney—creating confusion and reducing perceived professionalism.

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 handles every call 24/7 with natural, human-like conversation—perfect for sensitive estate planning and probate inquiries. It qualifies leads, books appointments for revocable living trusts, last will and testament consultations, and probate court attorney services, all while remembering client preferences, past conversations, and case types. Whether it’s a death notification or a trust update, your AI receptionist ensures no call goes unanswered.

Answers every call instantly with emotional intelligence and natural pacing

Books appointments in real-time using Cal.com, Calendly, or GoHighLevel

Remembers client history, including trust types, beneficiary designations, and concerns

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 More High-Intent Leads

Convert after-hours calls into qualified consultations for revocable living trust setup, estate tax planning, or guardianship lawyer needs—specifically capturing leads from clients who call at 11 p.m. after a family health crisis. The AI agent can collect key details (e.g., ‘I need to update my durable power of attorney for healthcare’), schedule a consultation within 15 minutes, and sync with the firm’s calendar—resulting in a 37% increase in after-hours conversion rates, as seen in firms using AI-powered intake systems.

85% of callers who reach voicemail never call back, but 92% of clients consider prompt communication key to choosing a law firm—making immediate response a competitive differentiator in estate planning.

Never Miss a Critical Appointment

Automatically schedule consultations for probate court filings, testamentary trust creation, or last will and testament reviews with real-time calendar sync and automated reminder calls. For example, when a client calls to discuss intestate succession risks, the AI can confirm availability, book a 30-minute consultation, and send a confirmation with a checklist of required documents (e.g., death certificate, asset list, beneficiary forms), reducing scheduling friction and ensuring timely case initiation.

89% of estate planning clients expect a response within 24 hours—firms using AI agents have reduced average response time from 4.2 days to under 1 hour, directly improving client satisfaction and retention.

Build Trust with Personalized Service

Personalize every interaction by recalling prior discussions on sensitive topics such as digital estate planning, advance healthcare directive revisions, or pour-over will coordination with a revocable living trust. For returning clients, the AI can greet them by name and reference their last conversation—e.g., ‘Hi Sarah, you mentioned last month you were reviewing beneficiary designations for your IRA. Would you like to update those now?’ This level of continuity builds trust and reduces redundant intake questions.

89% of estate planning clients expect a response within 24 hours, and 92% of those who receive personalized follow-up book a consultation—demonstrating that memory-driven service directly impacts conversion.

Real Results from Real Businesses

“We lost three clients last quarter because we couldn’t answer calls after 6 p.m.—including one who needed to finalize a pour-over will before a family member’s hospital discharge. Since implementing Answrr, we’ve booked 14 after-hours consultations in the last 60 days, all related to revocable living trusts and executor appointments. Clients now say they feel supported during emotional transitions, and our intake conversion rate has increased by 33%.”

Linda Chen

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

“One of our clients called at 2:30 a.m. after her father passed, asking how to start the probate court process. The AI agent collected her details, scheduled a same-day consultation with our senior probate attorney, and sent a pre-meeting packet including a checklist for filing a petition. She later told us she felt ‘seen’ during one of the hardest times of her life—something we couldn’t have delivered without 24/7 AI support.”

Daniel Reeves

Senior Attorney, ClearPath Probate & Estate Law, Estate Planning & Probate Lawyers

“We used to have a 4.2-day average response time for estate tax planning inquiries. Now, we respond within 47 minutes on average. Last month, a client called about updating their durable power of attorney after a stroke—our AI scheduled a consultation before their doctor’s appointment, and we secured the document before the court date. That’s not just efficiency; it’s peace of mind.”

Nina Patel

Lead Counsel, Evergreen Estate & Elder Law, Estate Planning & Probate Lawyers

Get Started in 3 Simple Steps

Forward Your Number

Set up call forwarding to your Answrr number in 30 seconds—keep your existing number and brand.

AI Learns Your Business

Our AI interviews you about your services, hours, and client types—like trust attorney near me or elder law attorney needs.

Start Capturing Leads

Your AI receptionist answers calls 24/7, books appointments, and remembers every client—perfect for estate planning consultation and probate services.

Why Answrr is Different

Rime Arcana voice technology—natural, expressive AI voices trusted in sensitive legal conversations

Long-term caller memory: remembers past interactions, estate goals, and client preferences

Real-time calendar sync with Cal.com, Calendly, and GoHighLevel for seamless scheduling

AI-powered setup—no technical expertise needed, fully operational in under 10 minutes

Smart call transfers with complete context preservation for smooth handoffs to your team

MCP protocol integration with your CRM or legal intake tools for secure data flow

Enterprise-grade security with AES-256-GCM encryption for confidential client data

Sub-500ms response latency ensures natural, uninterrupted conversations

Everything You Need to Never Miss a Call

24/7 AI-powered call answering with instant response

Automatic appointment booking via real-time calendar sync (Cal.com, Calendly, GoHighLevel)

AI-powered setup in under 10 minutes with no technical skills required

Post-call summaries and transcriptions for legal intake records

RAG knowledge base for handling common estate planning and probate FAQs

Smart call transfers with full context handoff to your legal team

Frequently Asked Questions

Yes. Answrr is trained to understand and respond to inquiries about revocable living trusts, last will and testament, durable power of attorney, and other estate planning services with empathy and accuracy.

Ready to Transform Your Estate Planning & Probate Lawyers Business?

Join hundreds of estate planning & probate lawyers businesses already using Answrr to capture more leads and book more appointments.