Estate Planning
A patient first answer for planning ahead or a recent loss.
Some estate planning callers are preparing ahead; others are dealing with a recent passing. The first conversation should make room for both situations without rushing the caller or assuming what they need. If the office is closed, a call that reaches voicemail can leave the person without a way to begin intake. firstcase answers 24/7 on the firm's existing number and starts with a respectful, patient approach.
Book a demoWhy estate planning firms lose cases to missed calls
- Planning ahead and handling a recent passing are different situations, and both can bring sensitive questions to a first call. A one-size-fits-all interaction may not give the caller room to explain why they reached out.
- A caller may be trying to discuss existing documents, property, or people they want to protect. If that context is left in voicemail, the team has to recover it later.
- Calls can come outside office hours, including when someone is ready to take the first step after a recent loss. If the line goes unanswered, the firm may not know they called until later.
How firstcase handles it
- firstcase answers 24/7 and identifies itself as the firm's intake agent. It does not claim to be human, and it gathers the kind of planning context the firm wants before a consultation.
- The agent is instructed to be respectful and patient. It can ask about the caller's stage of life, existing estate documents, assets or property, beneficiaries, and whether the call is about planning ahead or a recent passing.
- When the caller wants to speak with the firm, firstcase can book into Google Calendar, Outlook, Calendly, or Cal.com while the caller is still on the line, then send an SMS confirmation.
- Call summaries by email or SMS and a morning brief help the team review new inquiries. Recordings and transcripts are available, and qualified leads can connect to Clio, MyCase, Lawmatics, or HubSpot.
What firstcase finds out on a estate planning call
Gathered conversationally, not as a checklist. Your firm can add its own intake questions.
The agent is respectful and patient. Estate matters can involve grief or difficult family dynamics.
- Their general life stage (young family, retirement age, etc.)
- Whether they have existing estate documents
- The general scope of assets (real estate, business, investments)
- Who they want to protect (spouse, children, grandchildren)
- Whether this is proactive planning or dealing with someone's passing
Keep the next call moving.
See how firstcase can answer, gather intake details, and bring urgent matters to your team.