Built for estate planning attorneys
Estate planning leads don't wait until morning. When a family faces a health scare, they call every attorney on the list — and retain whoever answers first. Anchor Co AI answers for your firm around the clock, books the consultation, and captures every detail before your competitors even check their messages.
The problem
A spouse just had a serious health event. The adult children call every estate attorney they can find. One answers. That firm gets the trust, the will, the POA — and every referral from that family for decades.
Estate planning clients — executives, business owners, retirees with assets — don't shop around for months. They search once, call two or three firms, and retain whoever feels competent and responsive. Slow response loses them permanently.
A couple has an estate planning conversation after dinner at 7pm and decides to act. They search, find a firm's website, get an immediate intake form, schedule a consultation. You have a phone message in the morning.
What does a trust cost? Do I need one? What's the difference between a will and a trust? A chatbot answers these instantly and filters to clients who are ready to retain — saving your intake staff hours.
The solution
Estate planning inquiries arrive at all hours — after a diagnosis, after a family conversation, after dinner when a couple finally decides to act. Anchor Co AI captures every one, qualifies the prospect, and books the consultation automatically.
Trained on your estate planning practice areas. Explains wills, trusts, POAs, and special needs planning in plain language — answers questions, captures leads, and books consultations automatically, even at midnight.
A family calls after a health scare and hits voicemail. A text fires back in under 60 seconds: your firm, your name, a link to schedule. Lead stays warm. Consultation booked before morning.
After every completed engagement, the system sends a review request. More reviews, higher ranking, more estate planning clients finding your firm first when they search.
How it works
Can't answer. This is the highest-urgency estate planning lead that exists. The firm that responds within the hour gets the full estate planning engagement.
“Hi, this is [Firm]. We received your message — would you like to schedule a complimentary consultation about estate planning? We can often accommodate this week.” Consultation booked before morning.
Estate size range, family situation, existing documents, urgency — captured in the intake flow. Your attorneys see a complete intake form before the consultation, not a blank inquiry.
Founding-client pricing
Foundation: website + hosting + AI chatbot + Google Business Profile + missed-call text-back. Growth adds local SEO, invoicing, and scheduling at $997/mo. Full Office adds a 24/7 AI phone receptionist at $1,497/mo.
Yes. We train the chatbot on your core practice areas and plain-language explanations of each document type. It educates prospects, qualifies interest, and routes to a consultation — your attorneys spend less time on basic FAQ.
Yes. We configure topic-specific flows for each practice area. Special needs trust inquiries get different qualifying questions than business succession — each routes to the right attorney on your team.
The chatbot can be configured to match your firm's tone — formal and reserved if that's your brand. Many HNW clients prefer typing their situation rather than speaking it to a receptionist. Discretion is a feature.
Growth tier includes calendar integration. Prospects self-schedule into your availability, receive confirmations, and get intake paperwork automatically. Reduces no-shows and admin time significantly.
Month-to-month on every tier. No contract, no cancellation fee. You keep your data if you leave.
Text-back fires the day you sign on. No setup fee. No contract. 30-day refund guarantee.
Matt Henry · Anchor Co AI · Pacific, MO
See it before you buy it
No slideshow, no actor. A screen recording of our own assistant handling the two questions every owner asks: what happens to the 9pm call I miss, and will it invent things about my business.
Real answers from our live demo bot — unscripted, recorded on this site.
Visitor: I run an HVAC company. A customer calls at 9pm and I can't pick up — what happens?
Anchor Co AI: Right now? They hit voicemail and you've lost them to whoever picks up first. With our chatbot, they hit your website at 9pm, ask “Do you do emergency service?” or “Are you licensed in my county?” — and get an instant answer. The bot captures their name, number, and address. You wake up to a lead instead of a missed call. That's the whole thing: your customers get answers 24/7, you only deal with the calls that actually need you, and you're not losing jobs to competitors who answer faster. Since you're in HVAC, the bot can handle all the common questions — licensing by county, service area, whether you do emergency calls, minimum job size, how long estimates take. You train it on your website in about 10 minutes, and it goes live in an afternoon. Want to try it? You can start free at anchorcoai.com/signup — no credit card required. Test it on your actual website for 14 days and see if it captures leads you would've missed.
Visitor: Will it make stuff up about my business?
Anchor Co AI: No. The bot only answers from what you've given it — your website content, your FAQs, pricing, service areas, whatever you add. If a question falls outside that (something the bot doesn't know), it's honest about it. Instead of guessing, it says “I don't have that info” and asks for their name and contact details so you can follow up personally. It won't make up licensing claims, pricing, or service details. That's the safeguard. Your bot is only as smart as the information you feed it — which means you stay in control of what it says about your business. Honestly the easiest way to see if it works for your business is to just try it. Free plan, no card. anchorcoai.com/signup
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Every customer who hits voicemail is a missed job. Your bot answers them in 60 seconds.
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