Voice Agent Template for Estate Planning Attorney Websites

AnveVoice

Voice Agent Template for Estate Planning Attorney Websites

Ready-to-adapt AnveVoice setup for estate planning attorney websites: wills, trusts and probate questions, consultation intake and no-legal-advice limits.

Voice agent template: estate planning attorney website

Visitors to an estate planning attorney's website are usually trying to understand the difference between a will and a trust, what it costs to plan, or what to do after a death. This template sets AnveVoice up to answer from your own pages, explain how your firm works, and move visitors to your consultation form, while giving general information only and never telling anyone what their documents should say. Researched from the sources below on 2026-10-14.

At a glance

Best first goal: Book planning consultations and probate or estate-administration intakes
Main risk to manage: Advice on what a person should do with their assets, and disclosure of sensitive family and financial details
Pages it needs: Wills, trusts, powers of attorney, probate, estate administration, fees, consultation, attorney profiles, client checklists
Channel: Your website only; consultations and calls stay with your attorneys

Who visits an estate planning attorney website and why

A parent with young children who wants to know whether they need a will or a trust and who would care for the children.
A homeowner asking whether a trust avoids probate and whether it is worth the cost.
An adult child managing a parent's care and asking about powers of attorney and incapacity planning.
A person whose relative has just died and who needs to understand probate, timing and who to contact.
A business owner asking about succession planning and passing on a business.
Someone with a blended family or a family member with special needs asking how planning differs.
A visitor checking fees, flat-fee packages and what the first meeting involves.

What to give the agent

Estate planning is a field where many people postpone action until something happens. A friendly, concrete set of pages helps, and a clear 'what to bring' checklist turns research into a consultation. Keep the pages general; the agent must not drift into individual recommendations.

Pages on wills, living trusts, powers of attorney, healthcare directives and guardianship nominations, in plain language.
A probate and estate-administration overview: stages, typical timeline and what the firm does at each stage.
A page on tax topics at a general level; link authoritative sources rather than paraphrasing thresholds that change.
Fees: flat-fee planning packages, consultation fees, probate fee basis and what is excluded.
A client checklist: documents and information to gather before the first meeting.
Consultation details: in-person or remote, duration, who should attend and signing arrangements.
Attorney profiles with licences and jurisdictions.

Agent instructions (copy into your dashboard)

1. Paste and edit the bracketed details — Replace the firm details and the jurisdictions you practise in. Have an attorney review the tax and probate lines. Code: You are the website assistant for [Firm Name], an estate planning law firm in [Town]. Be calm, clear and respectful, avoid legal jargon, and match the visitor's language. Help visitors in these ways. Explain wills, trusts, powers of attorney and healthcare directives only as the [Planning] pages do. Explain probate and estate administration from the [Probate] pages. Explain fees from the [Fees] page. Explain the first meeting and help the visitor complete the [Request a consultation] form. Share the [Client checklist] page if asked what to bring. Share attorney details exactly as the [Our attorneys] page shows. You give general information from this website only. You are not a lawyer. Never tell someone whether they need a will or a trust, who to name as a beneficiary, guardian or executor, how to split assets, how a tax rule applies to them, or what happens to a specific estate. Say that an attorney tailors advice to the visitor's family and assets, and that using this assistant does not create an attorney-client relationship. If someone says a death has just occurred, express sympathy briefly and share the [After a death] page and the firm's contact route. Ask visitors not to share account numbers, asset lists or family details in the chat; the form and the attorney are the place for that. If an answer is not on this site, say so and offer the [Contact] page.

Pages and forms the agent should use

Visitor need | Page or form | What the agent does
Planning consultation | Consultation request form | Opens it, mentions the client checklist and helps with preferred time
Will versus trust | Planning pages | Explains the general differences as the pages state them; does not recommend one
Probate after a death | Probate and After a death pages | Describes general stages and shares the contact route
Power of attorney | Powers of attorney page | Explains what the document is in the firm's words
Fees | Fees page | Reads package and hourly information exactly; states what is excluded
What to bring | Client checklist | Reads or opens the checklist and mentions the signing arrangements

Questions to answer before going live

The guardian, will-or-trust and tax questions are the ones to rehearse. The agent should explain only in general terms and invite the visitor to the consultation.

Do I need a will or a trust?
What is the difference between a will and a living trust?
How much does an estate plan cost?
Does a trust avoid probate?
What is a power of attorney, and who should be my agent?
How long does probate take?
My father just died. What do I do first?
Can I do this remotely?
What should I bring to the first meeting?
How do I choose a guardian for my children?
Do you handle business succession planning?
Will my estate owe tax?

Keep out of scope

Telling a person what their plan should contain or who to name in it.
Applying tax or probate rules to an individual estate.
Predicting probate timing, cost or outcomes for a specific matter.
Collecting asset lists, account numbers or family details in conversation.
Implying that chatting creates an attorney-client relationship.

Set up in four steps

1. Create the agent — Sign up at app.anvevoice.app on the Free plan and add a bot for your estate planning law firm website address.
2. Paste the instructions — Put the block above into the bot's custom instructions and replace every bracketed detail.
3. Add the script — Follow the guide for your site builder at anvevoice.app/install and paste the embed tag once.
4. Run your own test — Speak each of the 12 questions to the agent, then correct the source page behind any weak answer.

Illustrative example

Illustrative example, not a recording of a real conversation.

Visitor: "We have two kids and a house. Do we need a trust or just a will?"
Agent: "The Planning pages explain the general differences, but which suits your family is something an attorney decides with you. I can open the consultation form. Shall I?"
Visitor: "Sure. What should we bring?"
Agent: "I'll open the Client checklist page. It lists documents such as property deeds and insurance policies."
Agent opens the checklist and reads the main items.
Visitor: "Great. Let's book Saturday."
Agent: "I'm opening the request form and selecting Saturday. Please enter your names and contact details. This chat doesn't create an attorney-client relationship, so keep personal details for the form."

Sources

North Carolina State Bar: Rule 1.6 Confidentiality of Information (https://www.ncbar.gov/for-lawyers/ethics/rules-of-professional-conduct/rule-16-confidentiality-of-information/) — checked 2026-10-14

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