Probate calls follow deaths
Families need an attorney within days, not weeks. Voicemails feel callous when the caller is grieving.
Probate emergencies and end-of-life planning calls require empathy and urgency. A missed call is a family choosing a different firm during their most vulnerable moment.
Estate intake comes during grief, urgency, and confusion. Families don't have the patience to call back tomorrow.
Families need an attorney within days, not weeks. Voicemails feel callous when the caller is grieving.
A 7pm call from California is 10pm in your office. The executor doesn't care that you're closed.
Trusts, businesses, real estate, beneficiary designations — every detail needs accurate capture or the consult is wasted.
Power-of-attorney calls often come during health crises — hospital admits, sudden cognitive decline, imminent surgery.
We configure CaseReply for the way estate firms actually intake. Warm, patient, accurate. You forward your calls.
We configure your AI with your matter types — wills, trusts, probate, guardianship, POA — and the questions you ask to scope the work. Trained on real estate intake patterns.
After hours, overflow, or all calls — you choose when CaseReply picks up. Same number. No new hardware. No IT department needed.
Every call is qualified, summarized, and routed. You receive structured intake reports — matter type, decedent details, assets, jurisdiction — ready for attorney review.
An adult daughter calls Saturday morning — her father just passed and she has no idea where to start. CaseReply answers warmly, captures the decedent's name, assets, will status, executor, beneficiaries, and books her for Monday morning. Your firm is the first one she trusts.
Tuned for estate planning intake. Captures the matter, the assets, and the jurisdictional facts that scope the engagement.
What brings you in today — will, trust, probate, power of attorney, guardianship, or estate administration?
Has a death occurred? If so, when and where?
Did the deceased leave a will or a trust?
What types of assets are involved — real estate, business, investments, retirement accounts?
What is the approximate value range of the estate?
Are there minor children or special-needs beneficiaries to plan around?
Are there family disagreements or any potential will contests?
In which state was the deceased a resident at the time of death?
Email us and we'll send a sample call — a probate intake from a grieving family member — so you can hear exactly how CaseReply handles a real estate lead with empathy.
No contracts. No per-minute billing. Cancel anytime.
AI intake coverage outside business hours
Complete AI receptionist — 24/7/365
Try CaseReply free for 14 days. We'll set everything up. You'll see exactly how many estate inquiries your firm has been missing — and start capturing them this week.
No contracts. No credit card required. Live on your phones in 48 hours.