Talk24

Planning Ahead.Peace of Mind.

Estate planning decisions happen at kitchen tables late at night. AI captures leads when motivation strikes.

24/7
Lead capture
40%
More consultations
$5K
Avg engagement value

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.

1

Visitor Researches Options

Talk24 engages visitors with helpful, professional conversation about their planning needs.

2

AI Captures Requirements

Gathers estate complexity, family situation, existing documents, and goals.

3

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.
R
Robert W.
Estate Planning Attorney, Legacy Legal Planning

Capture clients when motivation strikes

Join estate planning attorneys with 24/7 AI intake. Start your free trial today.