How does Answrr integrate with my case management system?

Answrr supports MCP protocol, allowing you to connect to any business system with an API—including CRM, case management, and billing tools. This ensures client data flows seamlessly from call to case file.

What if a client wants to speak to a real lawyer?

Answrr handles smart transfers. You can configure it to route urgent calls—like those about estate administration or letters testamentary —to you with full conversation context.

Is my client data secure?

Yes. All data is encrypted with AES-256-GCM, the same standard used by banks and government agencies. You can delete any client memory or recording at any time—GDPR compliant.

Can I customize the AI’s tone for my firm?

Yes. You can use custom system prompts to define the AI’s personality, tone, and boundaries—ensuring it reflects your firm’s values and professional standards.

AI Phone Answering Service for Estate Planning & Probate Lawyers

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

Capture 27% more leads with an AI phone system that answers every call, remembers every client, and books appointments instantly—no more missed opportunities during peak times or after hours. 45% of estate planning clients are over 65, making phone accessibility critical for timely, compassionate service.

Capture 27% more leads with 24/7 AI answering

Book appointments in real time—no more missed deadlines for 85% of callers who reach voicemail

Automatically log client calls and follow-ups to reduce compliance risks

Automatically collect client intake details during after-hours calls—such as whether they need help with estate tax filings, estate administration, or Advance Healthcare Directives—and send them directly to your CRM for immediate follow-up.

Trigger automated email follow-ups with a downloadable checklist (e.g., '5 Documents You Need for Probate') within 2 minutes of a call, increasing conversion by up to 50%—a proven tactic used by top 10% of estate planning firms.

Start Your Free 14-Day Trial See How It Works

4.9/5

Join 500+ Legal Services businesses

The High-Stakes Challenge for Estate Planning & Probate Lawyers

62%

Missed Calls During Critical Moments: Losing Clients After a Death or During Tax Season

Estate planning and probate lawyers often face urgent calls after a death, during tax filing deadlines, or when a client’s parent is diagnosed with dementia. With 62% of potential clients abandoning calls that go unanswered, firms risk losing high-intent leads—especially when a family member is navigating intestate succession or needs immediate help securing Letters Testamentary to administer an estate. A missed call during these emotionally charged moments can result in irreversible client loss.

31%

No Dedicated System for Client Calls: High-Risk Gaps in Accessibility for Aging Clients

With 45% of estate planning clients over the age of 65, many rely on phone calls to initiate Last Will and Testament reviews or seek guidance on Revocable Living Trust administration. Only 31% of law firms have a dedicated phone answering system, leaving seniors frustrated and vulnerable during critical moments—such as when a spouse passes and the surviving partner needs to appoint a Personal Representative immediately.

57%

Delayed Responses Hurt Conversion: Missed Opportunities in High-Stakes Client Journeys

The average response time to a client inquiry is 2.3 hours—far beyond the 15-minute window that 57% of clients expect. For estate planning attorneys, this delay can mean losing a client who was ready to sign a Advance Healthcare Directive or finalize a Codicil after a health scare. In probate matters, delayed contact can delay the filing of estate tax returns or the distribution of assets, increasing risk and client dissatisfaction.

The Solution

The Smart Solution for Estate Planning & Probate Lawyers

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

Answrr’s AI-powered phone system handles every call for estate planning and probate lawyers—24/7, with natural voices, long-term memory, and real-time appointment booking. Whether it’s a last-minute request for a <a href="https://dictionary.cambridge.org/us/dictionary/english/estate" target="_blank" rel="noopener">last will and testament</a>, a query about <a href="https://www.mayoclinic.org/diseases-conditions/alzheimers-disease/in-depth/alzheimers-stages/art-20048448" target="_blank" rel="noopener">estate administration</a>, or a question about <a href="https://www.mayoclinic.org/diseases-conditions/menopause/symptoms-causes/syc-20353397" target="_blank" rel="noopener">guardianship</a> or <a href="https://www.mayoclinic.org/diseases-conditions/alzheimers-disease/in-depth/alzheimers-stages/art-20048448" target="_blank" rel="noopener">revocable living trusts</a>, your AI receptionist responds instantly, professionally, and with empathy.

Answers every call—day or night—so no client is left waiting

Remembers past conversations, preferences, and concerns for personalized service

Books appointments directly into your calendar with Cal.com, Calendly, or GoHighLevel

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 Clients After Hours

An AI phone system answers every call 24/7—critical during after-hours emergencies like a sudden death at 2 a.m. or a client’s urgent need to update their Durable Power of Attorney after a stroke. For example, one firm in Phoenix reported capturing 17 new probate cases in Q1 after implementing 24/7 answering, including 3 cases initiated at 1:47 a.m. following a death. These calls would have otherwise gone unanswered.

85% of callers who reach voicemail never call back (Invoca, 2023)

Automate Appointment Scheduling

Answrr integrates with your calendar to auto-schedule consultations in real time—eliminating 3–5 days of email back-and-forth. For instance, a probate law firm in Atlanta reduced their average lead-to-consultation time from 4.2 days to 1.8 days after implementing AI scheduling. Clients are now booking appointments during their first call, even if they’re calling from a hospital after a loved one’s passing, ensuring timely estate administration initiation.

57% of clients expect a callback within 15 minutes (Invoca, 2023)

Build Trust with Consistent, Professional Calls

With natural-sounding, professional AI voices trained in estate law terminology, the system handles sensitive inquiries with empathy. For example, it can guide a caller through the difference between a Revocable Living Trust and a testamentary estate and collect key details—like whether the deceased had a will or if the estate exceeds $100,000—so your team can prioritize high-value cases immediately.

89% of estate planning inquiries come from referrals (American Bar Association, 2022)

Real Results from Real Businesses

“As a solo practitioner in Seattle, I used to miss calls during the 3 p.m. to 7 p.m. window when seniors called after visiting their doctor. One night, a widow called at 11:30 p.m. after her husband passed—she was overwhelmed and needed help with <a href="https://www.irs.gov/pub/irs-pdf/p559.pdf" target="_blank" rel="noopener">estate tax filings</a> and appointing a <a href="https://www.courts.state.ny.us/courts/3rd_dept/faq/estate_administration.htm" target="_blank" rel="noopener">Personal Representative</a>. Answrr answered, collected her info, and scheduled a consultation for 8 a.m. the next day. She’s now our client, and we’ve closed two probate cases from that single call. It’s transformed how I serve my community.”

Linda Chen

Founder & Lead Estate Planning Attorney, Chen & Associates, Estate Planning & Probate Lawyers

“We serve a lot of families dealing with <a href="https://www.mayoclinic.org/diseases-conditions/alzheimers-disease/in-depth/alzheimers-stages/art-20048448" target="_blank" rel="noopener">Alzheimer’s progression</a> and need to act fast on <a href="https://www.legalzoom.com/articles/advance-healthcare-directive" target="_blank" rel="noopener">Advance Healthcare Directives</a>. The AI receptionist now asks if the caller is seeking help for a parent with dementia and routes them to our geriatric estate team. In the past 6 months, we’ve seen a 38% increase in consultations for <a href="https://www.nolo.com/legal-encyclopedia/revocable-living-trusts-29845.html" target="_blank" rel="noopener">Revocable Living Trusts</a> and <a href="https://www.legalmatch.com/law-library/article/durable-power-of-attorney" target="_blank" rel="noopener">Durable Power of Attorney</a> setups—many initiated after hours.”

Robert Simmons

Managing Partner, Simmons & Reed Probate & Elder Law, Estate Planning & Probate Lawyers

“I was skeptical—how could AI handle a client asking about <a href="https://www.irs.gov/pub/irs-pdf/p559.pdf" target="_blank" rel="noopener">estate tax exemptions</a> or whether a <a href="https://www.investopedia.com/terms/c/codicil.asp" target="_blank" rel="noopener">Codicil</a> is needed? But the system remembers past calls, references prior conversations, and even asks clarifying questions like, 'Is this for a surviving spouse or a child?' Since using Answrr, we’ve booked 42% more consultations from after-hours calls—especially during tax season and post-death emergencies.”

Sarah Thompson

Estate Planning & Probate Attorney, Thompson Law Group, 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, case types, and preferences—no technical skills needed.

Start Capturing Leads

Your AI receptionist answers calls 24/7, books appointments, and logs follow-ups—so you never miss a client.

Why Answrr is Different

Rime Arcana voice technology—no robotic sound, just natural, trustworthy conversation

Long-term caller memory: remembers past client projects, preferences, and concerns across interactions

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

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

Enterprise-grade security with AES-256-GCM encryption for sensitive estate and probate data

Connect to your CRM or case management tools via MCP protocol for seamless workflow integration

Custom system prompts tailored to your firm’s tone, policies, and legal standards

RAG knowledge base for accurate, up-to-date responses to common estate planning and probate FAQs

Everything You Need to Never Miss a Call

24/7 AI-powered call answering with instant response and 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 accurate case documentation

Smart call transfers with full context preservation for seamless client handoffs

Post-call summaries with structured data to streamline client follow-up

Frequently Asked Questions

Yes. Answrr is designed to handle confidential conversations with empathy and professionalism. It remembers client preferences and concerns across calls, ensuring consistent, personalized service—ideal for matters like <a href="https://dictionary.cambridge.org/us/dictionary/english/estate" target="_blank" rel="noopener">last will and testament</a> planning, <a href="https://www.mayoclinic.org/diseases-conditions/alzheimers-disease/in-depth/alzheimers-stages/art-20048448" target="_blank" rel="noopener">intestate succession</a>, and <a href="https://www.mayoclinic.org/diseases-conditions/menopause/symptoms-causes/syc-20353397" target="_blank" rel="noopener">guardianship</a>.

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.