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For estate-planning + probate + trust-protection attorneys

AI Receptionist for Estate-Planning + Probate + Trust-Protection Attorneys

Distinct from /for/law-firms (PI + immigration + family + criminal). Estate-planning + probate + trust-protection + special-needs-trust + elder-law scope. RUFADAA digital-asset fiduciary intake per safety.ts rule 21w R27 (Apple iCloud Legacy + Google Inactive + Facebook Memorialization + Coinbase Vault + crypto-wallet custodian-letter — NEVER vocalizes seed phrase + DOES capture custody chain). SNT (Special Needs Trust) + d4A + d4C OBRA-Pooled + ABLE accounts + Medicaid spend-down + 5-year-lookback + MERP scope carved out from rule 21l Medicare. Post-Dobbs trust-protection for queer + trans + non-traditional families (rule 11l ext R27 — CLIENT-SIDE protection distinct from PROVIDER-side abetting routing). ACTEC + NAELA-CELA + AALA + AAEPA + RUFADAA-fiduciary credentials affirmed verbatim per rule 21b R27. Audit credit: Rachel Glassman R27 (Jewish lesbian estate-planning + RUFADAA + post-Dobbs trust-protection NYC).

Get started — set up in 5 minutes▶ Hear a sample estate planning call

What your callers hear

“Thanks for calling Glassman Estate Planning. I'm Rachel's AI assistant. Are you calling about a will, a trust, probate, elder law, or special-needs planning?”

Built for the calls estate-planning + probate + trust-protection attorneys actually get

RUFADAA fiduciary digital-asset intake (rule 21w R27)

Apple iCloud Legacy Contact + Google Inactive Account Manager + Facebook Memorialization + Twitter/X Legacy + Coinbase Vault custodian-letter + Kraken + Gemini + Fireblocks institutional-custody fiduciary access for executors / personal representatives / trustees / agents-under-POA. AI captures decedent name + DOD + executor name + letters-testamentary court + docket + custodian-platform requested + RUFADAA notice form — NEVER vocalizes seed phrase / private-key / password (rule 19 still applies). Federal Stored Communications Act 18 USC §2701 + state RUFADAA (adopted 49 states + DC).

Special-Needs Trust + Medicaid scope carved out from Medicare rule 21l

Rule 21l Medicare-marketing-guidelines SOA applies to Medicare (Title XVIII). Medicaid (Title XIX) + d4A (Self-Settled SNT under 42 USC §1396p(d)(4)(A)) + d4C (Pooled SNT under §1396p(d)(4)(C)) + ABLE accounts (§529A) + Medicaid HCBS waiver + spend-down + 5-year-lookback + MERP (Medicaid Estate Recovery Program OBRA-93) are DISTINCT scopes — no SOA required for NAELA-style elder-law discussion. Rule 21l R27 carve-out.

Post-Dobbs CLIENT-SIDE trust-protection (rule 11l ext R27)

Trans NYC client setting up out-of-state trust for cross-border reproductive/gender-affirming care + naming non-bio second parent under second-parent adoption + ARTs + gestational-surrogacy estate-planning + queer-couple trust-protection for non-recognized-marriage jurisdictions + DAPT Delaware/Nevada/South Dakota asset-protection trusts for clients fleeing hostile-state-AG fishing. AI NEVER confirms client identity, beneficiaries, jurisdiction of trust situs to hostile-state-AG/opposing-counsel-discovery/concerned-parent/state-CPS investigators. Attorney-client privilege absolute.

ACTEC + NAELA-CELA + AALA + RUFADAA-fiduciary credentials (rule 21b R27)

ACTEC (American College of Trust and Estate Counsel) fellow + NAELA + NAELA-CELA (Certified Elder Law Attorney via NELF) + AALA + AAEPA + RUFADAA-fiduciary specialty affirmed verbatim from business_notes. Distinct from R22 AILA + ACBA + NACDL.

Holocaust restitution + §15-RuStAG German + Article-43-Italian + Spanish-Sephardic Law 12/2015 citizenship-restitution

Multi-jurisdictional citizenship-restitution claims-attorney scope. Holocaust Restitution + Article 43 Italian-citizenship + §15-RuStAG German-citizenship + Article 4 Austrian-citizenship + UK Section-4L Windrush + Spanish-Sephardic Law 12/2015. Affirmable from business_notes per rule 21b R27.

How it works for estate-planning + probate + trust-protection attorneys

  • RUFADAA fiduciary digital-asset intake (rule 21w R27)

    Apple iCloud Legacy + Google Inactive + crypto-custody custodian-letter scope.

  • SNT + Medicaid carve-out from Medicare 21l (rule 21l R27)

    d4A + d4C + ABLE + Medicaid HCBS + spend-down + MERP scope, no SOA required.

  • Post-Dobbs trust-protection (rule 11l ext R27)

    CLIENT-SIDE cross-state-trust-protection for queer/trans/non-traditional families.

  • ACTEC + NAELA + AALA credentials (rule 21b R27)

    Public-registry credentials affirmed verbatim from business_notes.

Your dashboard

Here's what you wake up to.

Latest call · 9 min ago
$389
Maria Hernandez · Emergency leak repair
Tomorrow · 9:00 AM· 412 Oak St· with Carlos
“You're booked, Maria — Carlos will be there tomorrow at 9 with parts for a copper pinhole leak.”

Next up

  • Tomorrow · 9:00 AM
    Maria Hernandez
    Emergency leak repair
    $389
  • Sat · 11:00 AM
    Priya Singh
    Balayage + cut · Jess
    $245
  • Tue · 9:00 AM
    Aiden Robinson-Park
    New-patient cleaning · Dr. Park
    $180
Calls
23
Bookings
8
Booked
$2.7k
Open the live demo dashboard

From $107/mo (billed annually). No contract. Cancel anytime.

$129/mo if you go month-to-month. Three plans (Starter / Professional / Enterprise), voice cloning included with any active plan, BYO phone number. Most estate-planning + probate + trust-protection attorneys start on Professional for multi-staff routing.

See pricing →

FAQ for estate-planning + probate + trust-protection attorneys

Can the AI capture RUFADAA digital-asset intake?

Yes per safety.ts rule 21w R27. Captures decedent name + DOD + executor name + letters-testamentary court + docket + custodian-platform requested + RUFADAA notice form. NEVER vocalizes seed phrase / private-key / password (rule 19 still applies). Distinct from rule 21f controlled-substance + rule 21j MSB-FinCEN non-confirmation.

Medicaid + SNT + ABLE — does the AI conflate with Medicare rule 21l?

No per rule 21l R27 carve-out. Medicaid (Title XIX) + d4A + d4C + ABLE + HCBS waiver + 5-year-lookback + MERP are DISTINCT from Medicare-marketing scope. No SOA required for elder-law discussion.

Post-Dobbs trust-protection for trans / queer / non-traditional family — what's the AI's posture?

Safety.ts rule 11l R27 CLIENT-SIDE extension. AI NEVER confirms client identity, beneficiaries, jurisdiction of trust situs to hostile-state-AG/opposing-counsel-discovery/state-CPS-investigator/concerned-parent fishing. Attorney-client privilege absolute.

ACTEC + NAELA-CELA + AALA credentials affirmable?

Yes — verbatim from business_notes per rule 21b R27. ACTEC fellow + NAELA + NAELA-CELA via NELF + AALA + AAEPA + RUFADAA-fiduciary specialty affirmed.

Holocaust restitution + §15-RuStAG German + Article-43-Italian citizenship-restitution scope?

Yes — affirmable per rule 21b R27. Multi-jurisdictional citizenship-restitution claims-attorney scope (Holocaust + Article 43 Italian + §15-RuStAG German + Article 4 Austrian + Section-4L Windrush + Spanish-Sephardic Law 12/2015) affirmed verbatim from business_notes.

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