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ESTATE PLANNING & PROBATE INTAKE
An AI receptionist built for estate planning and probate law firms.
Estate planning intake is often less urgent than criminal or PI work, but convenience and clarity still matter. FirmVoice can answer questions about your process, gather key details, and book the right consultation without phone tag.
Your intake. Your rules. Built around your practice.
WHY IT MATTERS
The friction is often scheduling, not urgency.
A prospect who is finally ready to make an estate plan should not need three callbacks just to find an appointment.
PRACTICE-SPECIFIC INTAKE
The agent should know what matters for this kind of call.
A strong intake process asks the right questions without pretending to make legal judgments.
Individual, couple, or family context
County and jurisdiction
Existing documents or prior plan
Probate status and key dates
Preferred meeting type and office
ROUTING & URGENCY
Not every call should have the same next step.
FirmVoice can follow configured rules for scheduling, transfer, escalation, and message capture based on the information gathered during the call.
- Route probate deadlines or unusual urgency according to firm rules
- Book the correct estate-planning or probate appointment type
- Separate new planning work from existing-client updates
- Capture caller details so the attorney begins with context
HOW IT WORKS
Build the intake around your firm, then test it before launch.
01Map
We document your questions, matter types, qualification rules, calendars, and escalation paths.
02Build
We configure the agent around that workflow.
03Test
Your team calls it and tries edge cases before launch.
04Refine
We adjust the agent based on real testing and ongoing needs.
COMMON QUESTIONS
What firms usually ask.
Can FirmVoice explain what a trust is?
It can give approved general process information, but it should not independently provide legal advice.
Can it schedule both estate planning and probate consultations?
Yes, if your calendars and appointment rules are configured for both.
Can it distinguish new clients from existing clients?
Yes. That can be part of the first branch in the call flow.
Can it handle evening calls?
Yes. Evening and weekend coverage can make scheduling more convenient for busy prospects.
built around your practice ↘
Show us how your firm handles calls today.
We'll talk through the intake, scheduling, routing, urgency, and edge cases that matter for your practice and show you what we would build.