Estate Planning
Your most sensitive callers deserve more than voicemail.
Samie answers estate planning calls with empathy and precision — identifying case types, capturing family details, flagging urgent matters, and booking consultations. 24/7, in English or Spanish.
The problem
Estate planning intake is unlike any other practice area.
Sensitive callers need empathy, not voicemail
A daughter calling about her father's dementia diagnosis. A widow navigating probate for the first time. These callers need to feel heard — not routed through a phone tree or sent to a recording.
Complex case types require the right questions
Wills, trusts, probate, guardianship, power of attorney — each requires different intake information. A generic answering service asks generic questions and misses what matters.
Urgency varies wildly
Someone updating a will has time. Someone whose parent was just declared incapacitated does not. If your intake process can't distinguish between the two, urgent matters slip through the cracks.
How Samie helps
How Samie handles estate planning calls.
Every feature is purpose-built for the nuances of estate planning intake.
Empathetic, natural greeting
Samie opens every call with warmth and patience. Callers dealing with loss, aging parents, or family conflict are met with understanding — not scripted responses.
Identifies case type automatically
Will drafting, trust administration, probate, guardianship, power of attorney — Samie asks the right follow-up questions based on what the caller describes.
Captures family details
Names, relationships, involved parties, existing documents. Samie gathers the information your attorneys need before the first consultation.
Books consultations instantly
Callers are offered available times and booked directly into your calendar. No callbacks, no delays, no missed opportunities.
Flags urgent matters
Incapacity situations, imminent death, contested estates — Samie recognizes urgency indicators and escalates immediately so nothing time-sensitive falls through.
In action
A real estate planning intake call.
Caller needs help after her mother's dementia diagnosis. Samie identifies the urgency, captures details, and books a consultation.
Caller
Hi, I need to talk to someone about my mother. She was just diagnosed with dementia and I don't know what to do about her finances and her house.
Samie
I'm sorry to hear about your mother's diagnosis. I understand this is a difficult time, and I'm here to help connect you with the right attorney. Can I ask a few questions so we can make sure you get the guidance you need?
Caller
Yes, please. I'm her only child. She doesn't have a will or a power of attorney, and I'm worried about what happens next.
Samie
Thank you for sharing that. It sounds like we may need to look into guardianship or conservatorship options, as well as getting a power of attorney in place if she's still able to sign documents. I'd like to get a few details from you and then schedule a consultation so an attorney can walk you through your options. Does that sound okay?
Caller
That would be great. I really appreciate it.
Samie
Of course. Let me start with your name and the best number to reach you, and then I'll find a time that works for a consultation this week.
Your estate planning clients are calling after hours.
A bereaved family shouldn't reach voicemail. An incapacity emergency shouldn't wait until Monday. Samie picks up every call, every time.