Sound familiar?
Motivation Fades Quickly
People decide to get a will after life events. If you can't engage them immediately, they put it off again.
Complex Situations Need Understanding
Blended families, business owners, special needs—good intake uncovers complexity early.
High Net Worth Clients Expect More
Wealthy clients expect immediate, professional engagement. A basic contact form won't cut it.
How Talk24 Works
Set up in 5 minutes. Capture estate planning leads 24/7.
Visitor Researches Options
Talk24 engages visitors with helpful, professional conversation about their planning needs.
AI Captures Requirements
Gathers estate complexity, family situation, existing documents, and goals.
You Provide Guidance
Receive qualified leads with complete context. Start consultations prepared.
Trusted by Estate Planning businesses
“Estate planning is often delayed. Talk24 captures leads when they're motivated and books consultations before they change their mind.”
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