Never Miss Another After-Hours Call from a Client in Crisis24/7 AI Receptionist That Understands Estate Planning Needs

“After my father passed in December, I missed a call from a family member asking about probate administration and executor responsibilities. I was buried in court filings and didn’t return the call for 48 hours. The client found another firm. Since switching to Answrr, I’ve captured every after-hours call—especially during holidays. Last week, a client called at 10 PM on New Year’s Eve about a revocable trust and was scheduled for a consultation within 90 minutes. That’s a $14,000 estate planning package I’d have lost otherwise.”

“I used to lose 30% of potential clients because I wasn’t available at night. Now, my AI receptionist handles calls about will and testament updates, trust administration, and intestate succession. It asks if they’re the personal representative, whether there’s a minor beneficiary, and schedules a consultation—all without me lifting a finger. In January alone, I booked 17 new flat fee estate planning packages from after-hours calls. That’s over $100,000 in retained revenue I wouldn’t have captured otherwise.”

“With 195 million calls missed annually, I knew I needed a system that works when I’m not available. Answrr remembers past cases—like when a client previously updated their trust—and can even remind them about year-end deadlines for estate valuation. Last month, a client called to ask about beneficiary distribution after a sibling’s passing. The receptionist asked the right questions, scheduled a call, and sent a checklist. The case closed in 12 days instead of 3 weeks. That’s efficiency I can’t afford to lose.”