Why us — and who we turn down
Versus the alternatives
An answering service takes a message; a generic chatbot improvises.
This is a written, firm-approved response set that screens against your
asset minimum and books onto a partner's calendar, with every word
transcribed for supervision.
Run diligence before you sign
Ask it for a fee we have not approved. Ask what a will clause means.
Ask how long probate takes. It refuses and escalates to a named person,
and you can read the transcript.
Who we decline
Firms outside estate planning, probate, trust administration and
elder law; firms who want a synthetic voice on the phone with a grieving
family; firms who want it to quote fees or give advice.
The Estate Intake Standard · Data handling