A father in hospice wants to sign. You hear about it today.
A daughter calls from a hospice room: her father wants to sign his will this week. You’re at a signing across town, and her call rolls to voicemail. Phoneman answers, takes the details you need, and writes up every call.
- Free to start
- Test it before you forward
- Keep your number
The calls you getWhat it handles for estate planning and probate lawyers.
- Signing for someone very illCaptures: Who wants to sign what, and where they are, such as hospice or a hospital
- A death in the family and probateCaptures: Who passed, the caller’s role such as executor, and any date they mention
- New wills, trusts and powers of attorneyCaptures: What they want set up, in a sentence
- Copies and plan updatesCaptures: Which document they need a copy of, or what they want to change
The details you need, every time.
- Who is calling and how to reach them
- A new plan, a death, a change, or a current client
- The kind of document or matter, in the caller’s words
- Any date they state, such as a surgery or a probate hearing
- Whether someone very ill is waiting to sign
“My father is in hospice and wants to sign his power of attorney before the weekend.”
- Summary
- Caller’s father is in hospice and wants to sign a power of attorney and a health-care directive. Caller asked for this week, before the weekend.
- Asked for
- Someone to bring the documents to the hospice
- Next step
- Call back now
- ImportantExecutor says her late mother’s house sits empty and needs someone with authority to actCall back today
- LowAsking whether you are open on FridaysAnswered from your hours
Urgent calls first.
- Someone in hospice, near death or facing surgery who wants to sign
- A hearing or deadline today or tomorrow
- A recent death with a deadline the caller names
- A home or account that needs someone with authority now
- A guardianship needed soon for someone who cannot manage
- Office hours and parking
- What to bring to a first meeting, from your approved answer
It answers. You decide.
- Mark a hospice or pre-surgery signing request Urgent
- Keep new wills and trusts apart from probate after a death
- Take a short intake without asking about the size of the estate or family disputes
- Offer to connect a caller to you, if they agree, when you have call transfers turned on
- Say whether a will is valid or who inherits
- Comment on whether someone is able to sign
- Promise a signing by a date, or at a hospital or home
- Say what probate will cost or how long it takes
- A caller asks: “How much does a simple will cost?”
- You approve: “Wills for one person start at $650, and $950 for a couple.”
- Next time: The next caller asking about a will hears your starting fees, then leaves details for a consultation.
Transfers, with consent. A son calls because his mother’s surgery is Thursday and she wants her directive signed first. With call transfers on, Phoneman asks first, then rings your phone; outside your transfer hours it takes a message marked Urgent.
Make it yours.
Callers first hear your assistant say it’s the AI assistant; that line can’t be changed. This is what it says next. Replace {business} with your business name.
Thanks for calling {business}. Are you calling about a will or trust, or about a loved one’s estate?
Start where you miss the most calls.
Essentials · $29.99/mo
100 AI minutes a month. Best for after-hours calls. Start free and upgrade when you need to.
Compare plans and estimate your minutesWill it tell a family who inherits?
No. It does not say whether a will or trust is valid, who inherits, or what to do with a person’s money or property. Those questions come to you.
What if someone in hospice needs to sign?
It marks the call Urgent with where the person is and what they want to sign. It never promises a signing date or a visit; that decision is yours.
Does it ask how large the estate is?
No. It does not ask about assets, family disagreements or medical details before your conflict review.
Will it tell callers where to send an original will?
No. It takes a message, so your office can explain how originals reach you.
Never miss another call.
Set it up in about 3 minutes, call it yourself, and forward your calls only when you’re happy.