Industry Playbook

AI Wing for
Estate Planning

Estate planning is a 'some day' purchase. If you don't book the consult while they are thinking about it on a Sunday evening, they'll forget for another six months. Your staff spends all day chasing clients to finish their intake forms.

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The Challenge

“Estate planning is about friction-free intake and proactive follow-up. Most firms lose 50% of their pipeline to 'procrastination decay.' We install the AI that qualifies their needs, books the consult, and chases the intake docs automatically.”

The Dream Outcome

Imagine Your Estate Planning Business Fully Autonomous

Imagine a firm where every legacy question is answered instantly, and your paralegals wake up to a stack of completed intake forms ready for drafting.

Industry Intelligence

The Numbers That Matter

35%
Planning Starts
80%
Less Chase Time
100%
Query Capture
Real-World Scenarios

How AI Transforms Your Day-to-Day

Scenario 01

The Sunday Reflection

A couple decides they finally need a Trust on Sunday night.

Outcome

AI answers their web inquiry, explains your Will vs Trust levels, and books their Tuesday consult while they are still focused on it.

The Transformation

Before vs. After AI Infrastructure

CategoryWithout AIWith Eliana AI
BookingOffice Hours Only24/7 (Instant)
Intake ChaseManual (Days/Weeks)Autonomous (Hours)
Automation Systems

The Industry Operating System

Single System Installs

AI tools for estate planning intake and follow-up.

  • The 24/7 Legacy Concierge
    AI that explains the difference between Wills, Trusts, and POAs to educate the client before the consult.
    ROI: Increases consult-to-retainer rate by 40%.
  • Automated Intake Chaser
    AI that persists politely with clients until their intake documents and asset lists are fully submitted.
    ROI: Reduces 'dead' files by 50%.

Department Automation

AI-powered estate law operations.

  • Case Intake & Vetting
    AI that manages the entire education and intake flow for new estate plans.
    Impact: Zero lead decay.
  • Client Success
    AI that handles annual reviews, funding reminders, and basic trust admin questions.
    Impact: High lifetime value and referrals.

The Legacy OS

Complete AI infrastructure for estates and trusts firms.

  • ■24/7 interactive estate planning educator
  • ■Integrated digital intake and asset list gatherer
  • ■Automated trust funding and review reminders
  • ■Referral partner (CPA/Advisor) communication hub
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Implementation Roadmap

How We Deploy Your AI Infrastructure

01

Friction Audit

Mapping your current intake form drop-off points.

02

Legacy Node Launch

Deploying your 24/7 planning concierge.

Strategic Architecture

The Neural Blueprint

Client Prep

AI Roles

Legacy ConciergeAsset Chaser

Autonomous Tasks

  • - Educate on Trusts
  • - Chase intake forms
Friction Points Resolved

Estate Planning FAQ

Can the AI handle complex tax questions?+
It provides high-level education on estate tax thresholds and tools, but routes specific strategy questions to the attorney.
How do elderly clients like the AI?+
We find that many prefer the text-based option because it's slower and clearer than a fast phone call, and their adult children often handle the intake for them via the same tool.

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We build the infrastructure that turns your estate planning expertise into an autonomous operations machine.

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