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