Planning consultation intake
Estate planning calls need goals, documents, family context, and the right consultation.
LegalVoice separates new planning inquiries from existing clients and probate matters, collects the firm-approved household, fiduciary, property, document, and timing context, and confirms the configured planning next step.
Goals
captured before consult
Documents
context organized
Planning
calendar selected
24/7 intake coverage
Never let nights, weekends, or overflow calls disappear into voicemail.
Human handoff when needed
Escalate sensitive or low-confidence situations to staff without friction.
Reviewable call records
Keep transcripts, summaries, and follow-up context in one place.
Why generic intake breaks
- Planning prospects and post-death probate callers need different questions and calendars.
- Callers may not know which documents or planning service they need.
- Family, property, state, and existing-document context shapes the staff conversation.
- Existing clients calling about updates should not restart as new prospects.
Call path
- Classify the request: New plan, review or update, trust question, incapacity planning, probate, guardianship, or dispute.
- Capture planning context: Household, family, fiduciaries, property states, business interests, current documents, and timing.
- Choose the consultation: Individual, couple, review, workshop, paid consult, callback, or staff handoff under firm policy.
- Prepare the firm: Send the approved questionnaire and give staff a structured record of goals and missing information.
Estate Planning intake overlay
- Are you creating a new estate plan, updating documents, or asking about an existing plan?
- Are you planning individually or with a spouse or partner?
- Which states contain your primary home, other real estate, or significant business interests?
- Do you already have a will, trust, power of attorney, or healthcare directive?
- Is there a timing concern, family circumstance, fiduciary question, or preferred consultation format?
Routing and escalation rules
- Probate, guardianship, administration, and disputes route to the estate-and-probate path.
- Existing planning clients can route to assigned staff for updates or document questions.
- Potential incapacity or urgent signing conditions can trigger staff review under firm rules.
- The system does not recommend legal instruments or planning strategies.
Scheduling workflow
- Match wills, trusts, powers of attorney, advance directives, asset-protection planning, and plan reviews to the correct consultation type.
- Use staff review instead of routine booking when the caller reports an immediate capacity concern, signing deadline, tax deadline, or active family dispute.
Bilingual support
- Collect goals, family relationships, asset categories, existing documents, and planning concerns in the caller’s supported language without interpreting a document’s legal effect.
- Record the preferred consultation and document language so the firm can prepare the right attorney, questionnaire, and interpreter workflow.
After-call follow-up
- Send the firm-approved planning questionnaire, consultation details, and secure document-request instructions through the caller’s consented channel.
- Give staff a structured record of planning goals, household context, existing instruments, asset categories, unresolved questions, and the confirmed next step.