Your Pipeline Is Leaking
High-Value Clients
of inquiries go unanswered
Estate planning is deeply personal and time-sensitive. When families are ready to protect their legacy, they expect immediate, empathetic engagement — and you're missing them.
in lost annual revenue
The average estate planning firm loses significant revenue to missed calls, slow follow-ups, and prospects who move on to another attorney before hearing back.
of clients choose the first firm that responds
Speed and empathy win in estate planning. If you're not responding within minutes, another firm is — and that client is gone.
wasted on admin tasks per week
Your team spends 20+ hours weekly on intake calls, document gathering, scheduling, and follow-up calls — time better spent serving clients.
Scalable Growth. Efficient Operations. Improved Customer Engagement.
Let KORTYX™ by ThirdPowerAI help grow your estate planning practice. Our KORTYX Voice solution can manage your incoming calls, respond to client inquiries about wills, trusts, and probate, and engage clients after office hours. No more missed calls and no more lost high-net-worth prospects in estate planning.
Learn how KORTYX Voice works, or explore the full KORTYX platform.
AI Receptionist for Estate Planning Firms
Every missed call is a lost trust or estate engagement. KORTYX Voice answers every inquiry instantly — qualifying prospects, explaining your services, and booking consultations in your firm's professional, compassionate tone.
Most businesses start here — capturing every call and booking every appointment. From there, KORTYX scales with you across automation, intelligence, and growth.
- 24/7 call & text answering for estate planning inquiries
- Service FAQ handling (wills, trusts, probate, powers of attorney)
- Automated consultation scheduling
- Missed-call recovery & follow-up
- Custom-trained on your firm's voice, specialties & fee structure
- Sensitive, empathetic conversation handling for grieving families
How KORTYX Deploys for Estate Planning Firms
We get you live fast — then keep optimizing.
Discovery & Configuration
We learn your firm — your specialties, fee structures, client demographics, and tone. Then we configure KORTYX Voice, Agents, and Flow specifically for your estate planning workflows.
Launch & Capture
KORTYX goes live. Voice starts answering calls with empathy. Agents handle inquiries. Flow automates your workflows. Growth drives new prospects. You see results in days, not months.
Optimize & Scale
Insight tracks everything. We continuously optimize call scripts, workflows, and campaigns — compounding your results over time.
One AI Operating System.
Six Modules. Infinite Possibilities.
Voice, Agents, Flow, Insight, Connect, and Growth — each powerful alone, transformative together.
Ready to See KORTYX™ in Action?
Pick a time on the right. We'll walk you through the platform, answer every question, and show you exactly what KORTYX can do for your business — no pitch, just value.
Prefer to send a message first? Contact us →
Frequently Asked Questions
Absolutely. KORTYX Voice is trained to approach estate planning conversations with empathy and discretion. Whether a family is dealing with grief, a trust dispute, or end-of-life planning, KORTYX responds with the care and professionalism your clients expect.
Yes. KORTYX integrates with major legal practice management platforms including Clio, MyCase, PracticePanther, and others via API or native integration — keeping your estate planning workflows seamless.
No. KORTYX is fully modular. Start with Voice to capture inquiries and add Agents, Flow, Insight, Connect, or Growth as your estate planning firm scales.
Most estate planning firms are live within 5–7 business days. Our team handles full setup, training, and launch — you just show up for the onboarding call.
Estate planning firms typically see a dramatic reduction in missed inquiries, faster consultation scheduling, and meaningful recovery of high-value clients who previously went unanswered — all within the first 30 days.