Build trust before the first meeting
Estate planning is personal. People research, read, and decide before they ever call. Breezy gives you a professional online presence that educates and builds trust, so you're the attorney they choose to protect their family's future.
Sound familiar?
Great estate planners struggle to get found and build trust online
Invisible to people planning ahead
VisibilityWhen someone searches "estate planning attorney near me", they find lawyers with SEO. Your expertise is hidden.
Prospects don't understand estate planning
VisibilityPeople know they "should" have a will but don't understand trusts, probate, or why planning matters. They need education.
No visible social proof
VisibilityEstate planning is deeply personal. People want to see that others trusted you with their family's future.
Losing inquiries to competitors
CaptureWhen you're in a signing meeting, calls go to voicemail. That prospect calls the next attorney on their list.
Get found and build trust
Your online presence educates prospects before they ever reach out
Trust-building website
A professional website that educates visitors on wills, trusts, and estate planning—building confidence before they ever call.
Get found on Google
SEO that ranks you for "estate planning lawyer near me", "living trust attorney", and related searches in your area.
Educational content
Blog posts and guides that answer common questions: "Do I need a trust?" "What happens without a will?" Content that builds authority.
Review collection
After estate plans are signed, clients share their experience. Build the reputation that referral sources recommend.
Ongoing SEO optimization
Continuous improvement in search rankings. Get found by more families looking to protect their legacy.
Convert interest into consultations
Once they're ready to reach out, Breezy handles intake professionally
24/7 professional intake
Every call answered professionally. AI captures their planning needs and schedules consultations into your calendar.
Qualification questions
AI asks the right questions: family situation, assets, urgency. Know if they're ready to move forward.
Consultation booking
Qualified prospects book directly into your calendar. AI schedules the right meeting type based on their needs.
From search to signed engagement
See how estate planning attorneys attract and convert clients with Breezy
A new grandparent realizes they need to update their estate plan. They search "estate planning attorney who handles trusts" and find your website.
They read your guide on revocable trusts, see your reviews, and book a consultation—all at 10pm on a Sunday.
A financial advisor recommends you to their client who needs estate planning. The client Googles your firm.
Your professional website confirms the recommendation. They call, and Breezy captures their situation and books a meeting.
Someone reads your article "5 Costly Mistakes to Avoid in Estate Planning." They realize they need professional help.
They browse your practice areas, see testimonials from similar families, and submit a consultation request.
You're with clients signing their trust documents. Another prospect calls after learning about your firm.
Breezy answers, captures their estate planning needs, and books a consultation for later this week.
Simple, Transparent Pricing
Start free, then add AI and marketing as you grow
Free
Professional
Growth
Accelerate
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Contact us: (628) 266-4233One Platform, Built for Growth
AI receptionist, website, CRM, and marketing automation — everything to run your front office.
Convert leads from any channel, 24/7.
AI Receptionist
Answers phone and SMS 24/7, qualifies leads, schedules appointments
Multi-Channel AI
AI responds, engages & converts on WhatsApp, Facebook, Instagram, Email & more
Website Chat
AI chat widget embeddable on any website
Lead Forms
Capture and qualify leads from your website
Scheduling
Automated appointment booking and calendar management
AI Receptionist
Answers phone and SMS 24/7, qualifies leads, schedules appointments
Key Capabilities:
- Handles calls 24/7 when you're busy
- Qualifies leads with custom questions
- Takes detailed messages
- Transfers important calls to you
AI Receptionist
Answers phone and SMS 24/7, qualifies leads, schedules appointments
Key Capabilities:
- Handles calls 24/7 when you're busy
- Qualifies leads with custom questions
- Takes detailed messages
- Transfers important calls to you
Work With Your AI Anywhere
