LIVE DEMO — ESTATE PLANNING FIRMS

They’ve put it off for years. Don’t make them wait on hold too.

Estate planning clients finally call after a health scare, a new grandchild, a neighbor’s probate story — and the moment passes if nobody answers. The AI answers every call and chat, 24/7: explains your process and published fees, runs your intake, and books the planning consultation while the resolve is fresh.

Get started

Free personal demo in your inbox in ~2 minutes · no sales call · built for YOUR firm

From “we should really do this” to a booked planning session — in one conversation.

One day with the AI

Three moments from a typical estate planning front office — handled while your team does the human part.

8:20 PM · The after-the-scare call

A couple calls after a hospital week. The AI explains your planning process exactly as published, answers the fee question from your price list, and books them into the attorney’s real calendar — with your intake questionnaire sent the same minute.

10:40 AM · The adult daughter’s question

“My mother needs her affairs in order — where do we start?” The AI walks your published process, captures who the client will be, and books the family consultation. No advice on what documents she needs: that answer belongs to the attorney.

2:00 PM · The signing-day confirmations

Signing appointments confirmed and reminded in each client’s language, witness and notary instructions sent from your approved checklist — the afternoon of executions runs without a single no-show call.

What it does for you

The moment, captured

When the motivation finally arrives — evening, weekend, holiday — the AI answers, explains your process, and books before it fades.

Fees without flinching

Your published flat fees and package descriptions quoted exactly — the awkward money question answered consistently, every time.

The pipeline, warmed

Workshop attendees and web inquiries followed up by your script, reminders and questionnaires sent, reschedules handled in the same conversation.

Watch it book the consultation they’ve postponed for years

The demo answers the after-hours planning call, quotes the published package and books the session — configured for an estate planning firm. Your personal version, built from your website with your packages and process, lands in your inbox in about two minutes.

Interactive: ask it your own fee questions
Questionnaires sent at booking, arrival-ready clients
Flat price — unlimited staff, no per-user fees

Asked in your callers’ own words

Real question types from this business — and what the AI does with each. Grounded in YOUR approved knowledge: no source, no claim.

“Do I need a trust or is a will enough?”

Never answers it — that is legal advice. Shares your published plain-language explainer and books the consultation where the attorney decides.

“What does an estate plan cost here?”

Quotes your exact published packages and fees — never an invented number — and explains what each includes, as written.

“Can you come to my parents’ home?”

Answers from your published service policies — home visits, facility signings — and books per your scheduling rules.

Legal answering services take messages. Intake vendors sell you leads and per-seat logins. The Zanus AI front office ANSWERS — phone and chat, 24/7, runs YOUR intake script, flags YOUR conflicts questions, books the consultation into a real attorney calendar — and never improvises legal advice.

Questions, answered

Our clients are often elderly. Is an AI appropriate?

The pace, patience and wording are your configuration — short sentences, no jargon, repeated as often as needed, in the caller’s language — and one tap reaches your staff whenever the caller prefers a person.

Does it ever give estate planning advice?

No. It explains your published process and materials, runs your intake and books — which documents a family needs is the attorney’s judgment, and the claim guard keeps it that way.

YOU MIGHT ALSO NEED

The Front Office answers. The Back Office executes.

This demo is the AI that answers — phone, chat, quotes, bookings. The work INSIDE your law firm — documents, tasks, procedures, automations — is Back Office AI, specialized for Legal / Law Firms. Most companies run both: one AI answering, one AI executing.

Back Office for Legal / Law Firms →Explore Back Office AI