AI Phone Agents for Estate Management
Streamline client communication and accelerate case progress with always-on support
Transform your estate management services with AI agents that handle probate enquiries, document guidance, and appointment scheduling 24/7. Provide fast, reliable, and professional assistance while freeing staff to focus on complex matters and client care.
Key Capabilities
- Probate and trust enquiry handling
- Appointment and call-back scheduling
- Document and ID guidance
- Status updates and timeline information
- Follow-up and reminder campaigns
Estate Management Specific Features
Specialised capabilities designed for probate teams, trust administrators, and estate planning services.
Intake and Triage
Capture key details on estates, executors, beneficiaries, and matter type, then route to the right team with automated confirmations.
Document and Verification Guidance
Explain required documents (wills, death certificates, valuations, ID), how to obtain them, and accepted submission methods.
Status and Timeline Updates
Provide clear progress updates on probate stages, court filings, asset collection, distributions, and expected next steps.
Appointment and Call-Backs
Book consultations and case updates with calendar sync, reminders, and easy rescheduling to reduce no-shows.
Beneficiary and Stakeholder Support
Answer common questions from beneficiaries, executors, and advisers while logging notes directly into your workflow.
Multi-Language Support
Communicate with clients and families in 40+ languages to ensure inclusive and accessible service.
Success Stories in Estate Administration
See how estate management teams improve client experience with AI phone agents.
50% faster enquiry resolution
Streamlined Support
Automate common questions on documents, timelines, and process steps to cut wait times.
24/7 availability
Always-On Assistance
Provide information and capture messages outside office hours, weekends, and holidays.
30% reduction in admin workload
Operational Efficiency
Free specialists to focus on complex cases, valuations, and distributions.
3x more efficient scheduling
Fewer No-Shows
Automated confirmations and reminders improve attendance at meetings and sign-offs.
Ready to Transform Your Business?
Join thousands of businesses already using AI agents to improve customer
experience and never miss another opportunity.
- No setup fees
- Cancel anytime