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Estate planning firmsGoal: Planning consult booked

The AI voice agent that fills your seminar seats and books the follow-up consult.

You spend money filling a wills and trusts seminar, then half the sign-ups don't show. Avoonta confirms each seat by phone, calls no-shows to rebook, and books planning consults with attendees.

Get started Hear a sample call

Estate Planning Attorneys · 121 of 200 industries

  • Confirms seminar seats by phone
  • Rebooks webinar no-shows
  • Books planning consults
The problem

Why estate planning attorneys leads go cold.

A seminar seat only matters if someone sits in it.

Estate planning firms run workshops at libraries, restaurants and online. People sign up weeks ahead, then forget. Empty chairs mean wasted venue fees and fewer consults.

After the event, attendees are interested but busy. Without a quick call to book a planning meeting, the stack of feedback cards turns into a stack of maybes.

What Avoonta does for estate planning attorneys

Four jobs, done on every call.

Confirms every registration

Outbound

Your AI Agent calls each registrant with consent, confirms the date and place, and asks if a spouse or adult child is coming too.

Rebooks no-shows

Follow-up

Missed the seminar? It calls the next day and offers the next session or a one-on-one consult.

Books planning consults

Outbound + inbound

Attendees who want to meet get a consult booked into your Google, Outlook, HighLevel or Cal.com calendar.

Answers the office line

Inbound

Questions about what to bring, office location or whether a family member can attend are answered from your notes.

What's in the snapshot

Estate Planning Attorneys: 5 AI agents, ready in one click.

One install sets up the whole team for your business: who calls, who chases, who answers and who reminds. Each one opens by saying it's an AI assistant.

  • 60minEstate planning consultation, booked live
  • 4ready texts
  • 6FAQ answers for the receptionist
  • 1click installs all five
  1. New leads

    Inquiry caller

    Calls people who asked about wills or trusts online within seconds and books a consult or seminar seat.

    Hi first name, this is an AI assistant calling for business about the estate planning inquiry you sent.

    Asks first Are you thinking about a will, a trust or reviewing an old plan?

    • Consult booked
    • Seminar seat booked
    • Not now

    Hands off to: a person (Attorney's assistant)

  2. Follow-up

    Inquiry follow-up

    Retries inquirers who missed the call.

    Hi first name, this is an AI assistant calling for business.

    Asks first Still interested in getting a plan in place?

    Calls day 0, 3, 7 · text after each missed call

    • Booked
    • Not now
    • Stop calling

    Hands off to: a person (Front office)

  3. Receptionist

    Firm front desk

    Answers calls 24/7, books consults and seminar seats, and routes clients to their attorney.

    Thanks for calling business, I'm the AI assistant and this call is recorded.

    Asks first Workshop, new plan or existing client?

    • Consult booked
    • Seat booked
    • Transferred

    Hands off to: a person (Attorney's assistant)

  4. Reminders

    Consult confirmer

    Confirms tomorrow's planning consult and reads the document checklist.

    Hi first name, this is an AI assistant calling for business to confirm your planning meeting tomorrow at time.

    Asks first Still able to come?

    Calls the day before · text if no answer

    • Confirmed
    • Rescheduled
    • Cancelled

    Hands off to: a person (Front office)

  5. Seminars

    Seminar seat confirmer

    Confirms seminar and webinar registrations and calls no-shows to rebook.

    Hi first name, this is an AI assistant calling for business about the estate planning workshop you registered for.

    Asks first Still able to attend on the date?

    Calls 3 days before and the day after · text after each missed call

    • Seat confirmed
    • Moved to next session
    • Consult booked

    Hands off to: a person (Attorney's assistant)

Get the full snapshot — start free Agencies: install it for every client
Sample call

A seminar confirmation, three days out.

A retired couple registered online for a living trust workshop at a local library.

3 seats confirmedDaughter attendingNote sent to CRM
Example call
AIHi Harold, this is Grace, an AI assistant calling for Brennan Estate Law about the living trust workshop you signed up for. This call is recorded. Is now okay?
HAROLDYes, that's Thursday, right?
AIThat's right, Thursday at 6pm at the Oakmont Library. Will your wife be joining you?
HAROLDShe will. Can our daughter come too?
AIYes, family members are welcome. I'll add three seats. Would you also like to book a private planning meeting after the workshop?
HAROLDLet's see how Thursday goes first.
Fits your tools · and the math

Works with your CRM, calendar and Zapier.

Seminar registrations reach Avoonta by webhook, Zapier, Make or the API, and confirmations, seat counts and booked consults go back to your firm's records.

Use Lawmatics, Clio or WealthCounsel tools? Connect it via Zapier or webhooks.

  • Google Calendar
  • Outlook
  • HighLevel
  • Cal.com
  • Webhooks
  • Zapier
  • Make
  • API

What lands in your CRM after each call

  • Event and date
  • Seats confirmed
  • Attended or no-show
  • Consult time
  • Recording and transcript
Example

What fuller seminars could mean.

Registrants a month
120
Talk time per call, roughly
2 min
Minutes used
about 240 of 750
Plan
Agency, $199/mo

If confirmation calls put a few more people in seats and one more family books a plan, that engagement would likely cover the plan for a long time.

Example only. Registration volume, attendance and fees vary; use your own numbers.

Limits and compliance

Respectful with older callers.

Your agent calls only registrants who gave consent, between 8am and 8pm their time, after a do-not-call check. It never gives legal or tax advice, never pressures anyone, and welcomes family members on the line. If a caller seems confused or asks for a person, it transfers to your staff. Follow your bar's rules on seminars and solicitation.

  • No pressure, no legal advice
  • Family members welcome
  • Confused callers go to staff
Estate Planning Attorneys FAQ

Straight answers.

Will it explain wills versus trusts?

No. It can read your workshop description, but the attorney explains the law.

Can it handle webinar registrations?

Yes. It confirms the link was received and helps rebook those who missed it.

Does it work for older audiences?

It speaks slowly and clearly, repeats details on request and transfers to a person whenever asked.

Can it remind people what to bring to a consult?

Yes. It reads your checklist, such as existing wills, deeds and account statements.

Related industries

Similar agents, other trades.

All 200 industries
Law FirmsGoal: Consultation booked5 agentsAnswers new-client calls 24/7, takes intake and books the consultation. Financial AdvisorsGoal: Intro meeting booked5 agentsCalls prospect inquiries in seconds and books the intro meeting with you. Senior CareGoal: Care consult booked5 agentsCalls families back in seconds and books the in-home care consultation.

Your next estate planning attorneys lead gets a call in seconds.

Set up an agent for your business, test it on your own phone, and go live today. Unlimited AI agents and team members on every plan.

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