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AI receptionist for estate planning and probate attorneys
For estate planning firms fielding calls from people who just lost a parent.
One caller wants a simple will before a trip abroad. The next just learned they are the executor of an estate. Tactly answers both in your firm's name and books each into the right kind of meeting.
- TactlyLarkspur Estate and Probate Law. I'm the firm's virtual assistant, and this call may be recorded. How can I help?
- CallerHi, it's Gordon. My mother passed last month and I'm named executor. I have no idea what to do.
- TactlyI'm sorry for your loss, Gordon. The firm handles probate, and an attorney can walk you through the steps. Would you like to meet?
- CallerYes. Can I bring my sister?
- TactlyOf course. Wednesday at 2:00 is open. I'll note that two of you are coming.
- Booked: Probate consultation, Wed 2:00 pm (2 attending)
Can an AI receptionist work for estate planning and probate attorneys?
Tactly is an AI receptionist for estate planning and probate attorneys. It answers calls about wills, trusts, powers of attorney and probate, explains the firm's process and any flat fees you choose to list, takes the caller's details, and books planning meetings or probate consultations into your open times. It never advises on what someone should put in a will or how an estate should be divided.
The problem
Missed calls are missed work.
Estate planning calls are often put off for years and then made on impulse, after a diagnosis, a new grandchild or a funeral. If that impulse meets a voicemail greeting, the call frequently does not happen again for months.
Probate callers are different: grieving, overwhelmed and holding a stack of papers they do not understand. They need a patient voice and a clear next step. Tactly gives them both, and your office gets a tidy summary of who passed away, who is calling and what they need.
Calls it handles
The calls estate planning and probate attorneys get every day.
New wills and trusts
Tactly explains how your planning process works from your notes and books an initial meeting, including for couples.
Probate after a death
It gently takes the name of the person who died, the caller's role and their contact details, then books a probate consultation.
Updating an existing plan
Current clients wanting to change a beneficiary or a trustee get a message taken for the attorney who drafted their plan.
Fee and process questions
If you list flat fees or what to bring, Tactly shares them. Otherwise it says the office will explain at the meeting.
Setup tips
What to put in your notes.
Tactly answers only from what you tell it. These are the lines that matter most for estate planning and probate attorneys.
- List the documents you prepare and any flat fees you are happy to share, and leave out anything you would rather discuss in person.
- Write what new clients should bring to a first meeting, so Tactly can tell them when it books.
- Note the counties where you handle probate, so Tactly can tell an out-of-area executor what the firm covers.
Plans for estate planning and probate attorneys
Starter
$49/mo
For a solo owner who mostly needs the missed calls covered.
- 100 AI-answered minutes a month
- Then $0.35 a minute
- Every feature included
- Most popular
Pro
$99/mo
For a busy shop that wants nights, weekends and lunch rushes handled.
- 250 AI-answered minutes a month
- Then $0.29 a minute
- Every feature included
Growth
$199/mo
For a team that sends a large share of its calls to the receptionist.
- 600 AI-answered minutes a month
- Then $0.25 a minute
- Every feature included
FAQ
Questions, answered
Can Tactly tell a caller whether they need a trust or a will?
No. It never gives legal advice. It explains what the firm offers and books time with an attorney.
Can it share our flat fee for a basic will?
Yes, if you write it in your notes. If it is not there, Tactly takes a message instead of guessing.
Can couples book a joint planning meeting?
Yes. Tactly books the time and notes who will attend, so the attorney knows to expect both spouses.
Legal
Related industries
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