A Family Just Had a Health Scare and Needs a Will. Now. They Called Your Firm. Voicemail. They Called the Next Attorney. SiteSignalHQ Captures Every Estate Planning Inquiry. Day or Night.
The average estate planning practice loses $19,600/month in missed consultation calls. Estate planning clients act on emotional urgency — a diagnosis, a birth, a death in the family — and they don’t wait for callbacks.
Monthly revenue lost from missed estate planning calls
$4,200
Average full estate plan engagement value
79%
Of clients hire the first attorney who responds
$16,400
Average business succession planning engagement
Estate Planning Case Value: What One Missed Call Really Costs
The Calls That Cost You Everything
💸 $16,400 LOST
The Business Owner Who Needed a Succession Plan Before Retirement
A manufacturing business owner, 64, decided it was time to plan his exit and protect his company for his children. He called your firm on a Tuesday at 5:15 PM. Your paralegal had left for the day. Voicemail. He called the next firm on his CPA’s referral list. They answered, scheduled a consultation for Thursday, and signed a $16,400 business succession and estate plan engagement. Your firm never got the callback opportunity.
Business succession clients are your highest-value engagements. Answer the call.
💸 $6,800 LOST
The New Parents Who Finally Decided to Get a Will After Their Daughter Was Born
Mike and Jessica had put off estate planning for years. The birth of their daughter created urgency neither had felt before. They called on a Saturday morning — a time when new parents actually have a moment to think about the future. Your office is closed weekends. They found another firm with a scheduling tool and 24/7 phone line, booked Monday morning, and signed a $2,400 estate plan. They referred both sets of grandparents. Total: $6,800.
New parents are your best clients. They call when they have time — often weekends.
💸 $4,200 LOST
The Widow Who Needed Help With Trust Administration After Losing Her Husband
Eleanor lost her husband of 40 years and needed help navigating trust administration and probate. She was overwhelmed, grieving, and needed a compassionate voice. She called your firm at 7 PM, hoping for reassurance. Voicemail. She called another firm recommended by a friend, spoke to a live person who was warm and patient, and engaged them for $4,200 in trust administration services. She has since referred two friends going through similar situations.
Grieving clients need a human voice immediately. Lily provides warmth, any hour.
Your AI Employee Never Misses a Beat
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Consultation Scheduling 24/7
Lily books estate planning, will, and trust consultations any time — capturing clients during their moment of urgency.
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Family Situation Intake
Gathers family structure, asset overview, and planning goals to prepare your attorneys for a productive first meeting.
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Business Succession Qualification
Identifies business owner callers and routes them for priority consultation on high-value succession planning engagements.
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Compassionate Probate & Trust Support
Handles sensitive trust administration and probate inquiries from grieving clients with warmth and professionalism.
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Document Review Scheduling
Books existing document review appointments for clients whose wills or trusts need updating.
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Weekend & Evening Capture
Estate planning decisions often happen during quiet weekend moments. Lily is there to answer when families are ready.
⚠️ REVENUE ALERT
Estate Planning Clients Call Once, at a Moment of Urgency. Lily Answers Every Time.
Every hour without an AI employee is money walking out the door to the competitor who picks up every call.
