You don't lose estate clients to bad pricing — you lose them to voicemail
Our intake specialist answers every estate planning call in under 8 seconds, explains your process, and books the consultation. Live in 14 days for estate planning firms.
Hear it answer like it would for your shop. 60 seconds. No signup.
Built on Twilio + OpenAI + ElevenLabs · Bilingual EN/ES · Kingman, AZ · Live in 14 days or build is free
Right now your estate planning business is leaking money in 4 places:
The procrastinator finally called
It took them 3 years to pick up the phone about their will. They got your voicemail. They won't call back for another 3 years.
Adult children call for parents
A 45-year-old calls because Mom needs a trust. They're calling 3 firms. The first one to answer wins.
Highest conversion rate in legal
Estate planning leads convert at 13%. Every missed call wastes more ad spend than any other legal vertical.
Referrals from financial advisors
Your FA partners send clients to you. If those clients hit voicemail, the FA looks bad and stops referring.
How it actually works (no jargon)
Your phone rings on your existing number. Nothing changes for your customers.
If nobody picks up in 2 rings, our AI answers in a voice you pick (male/female, tone, accent).
It asks 4 questions tailored to your industry: What estate planning need (will, trust, POA, full plan), Is this for you or a family member, Any time-sensitive concerns (health, travel, etc.), Preferred day and time for consultation.
It books straight into Clio, WealthCounsel, Smokeball.
You get a text with the booking. If the AI doesn't know something, it texts you and lets you take over.
Built on Twilio (phone), OpenAI/Anthropic (brain), ElevenLabs (voice). Bilingual English/Spanish standard. TCPA-compliant build.
What gets booked
First-time callers booked before they change their mind
Financial advisor referrals captured same-day
Consultation reminders sent to reduce no-shows
Why business owners trust us
Wylie Stevens
Founder, AI Peak Biz
Kingman, AZ
wylie@aipeakbiz.com · 903-556-3596
“This AI receptionist has been a total game changer for our business. No more missed calls. No more overwhelmed staff. Every call is answered instantly and professionally, even after hours.”
Danni O.
“Wylie has been on top of design, testing new features, and paying attention to make sure everything works properly. The bot holds conversations very well and gathers helpful information before I ever have to talk to a customer.”
Bryan J.
“Wylie is a true professional on all levels! His company helped our marketing efforts in ways originally hard to imagine! The services this company offers is vast and honest, no hard sell, great guidance!”
John E.
“Wylie does a great job on websites helps you with anything.”
Brian D.
“Our church has benefited tremendously by using AI Peak Biz. Highly recommend it!”
Barb E.
Sample call
Hi, my wife and I have been meaning to set up a trust. We have a house, some investments, and two kids. What do we need to do?
Glad you're taking this step. A trust is a great way to protect your family. The best starting point is a consultation where the attorney can review your situation. Do you have a preference for this week or next?
Next week works. What does something like this typically cost?
Our comprehensive trust packages start at $2,500 for a couple and include the trust, pour-over wills, powers of attorney, and healthcare directives. The attorney will go over everything in your consultation. I have Thursday at 10 AM open. I'll text you the details. Best number?
We're a Kingman, AZ shop with 5 Google reviews. We'd rather earn yours than fake fifty. Call our AI yourself — you'll know in 60 seconds.
Our guarantee (in plain English)
Live in 14 days or your build fee is free.
If you don't get 5 estate planning consultations booked in your first 30 days, your next month is on us.
Month-to-month after the build. No 12-month lock-in.
We only work with estate planning shops doing $40K+/month. If you're not there, we'll tell you and refund.
What it costs
Essentials
$4,997
deployment
+ $997/mo management
Growth
$7,997
deployment
+ $1,497/mo management
Peak
$14,997
deployment
+ $2,497/mo management
The goal of this page isn't to close — it's to let you hear the AI yourself and decide if it's worth a 15-minute conversation.
A note from Wylie
Frequently asked questions
I personally build every account. I take 4 new shops per month.
New Year is the #1 trigger for estate planning calls. People reflect on family and legacy in January. Be ready.
At $80-$200 per lead and $1,500-$25,000 average job value, every week you wait is money walking out the door.