Tely is the AI client-acquisition platform for estate planning firms. We get you cited in AI search and Google, qualify visitors 24/7, and book qualified consultations straight into your CRM.
15 min · no commitment
You pay Google and Meta to win estate planning clients. But 70% now ask AI before they choose an attorney.If you're not in the answer, your budget signs them with your competitor.Tely makes you the attorney AI recommends, and fills your caseload.
Tely improves your website and creates authoritative content around your practice areas and the questions clients ask. So when someone asks ChatGPT, Google, or Perplexity who to call for wills, trusts, or powers of attorney, your firm gets recommended.
Tely engages estate planning clients the moment they land on your website. AI chat and voice agents answer questions, explain your fees, and book consultations — so you never lose a case to a slow callback.
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You're all set with Laura Bennett, Esq.
12 June | 12:00 PM
Free Consultation
When a lead goes quiet, Tely follows up by SMS and email until they book — so the estate planning clients you worked to reach never sign with the firm down the street.
When someone researching wills, trusts, or powers of attorney leaves your website, Tely retargets them across Instagram, Google, TikTok, and YouTube and brings them back to book a consultation.
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Question 1 of 1
What's the main outcome you're hoping for?
Tely qualifies the matter, confirms the fee arrangement, books the wills consultation, and sends the client straight into your case-management CRM.
Open matter
A San Diego estate-planning firm answered "will vs. trust" questions at scale and turned them into booked, flat-fee consultations.
Why it pays
A handful of extra estate-planning clients a month from AI search compounds into serious revenue — Tely pays for itself fast.
Free strategy playbook
Get the exact 6-step playbook we use to win estate planning clients from AI search — built around your firm.
See how Tely can work for your firm — no commitment, just a 15-minute conversation.
Book a Demo15 min · no commitment · confidential · works with your CRM
Tell us about your firm and we'll build a tailored report — completely free, no strings attached.
Thanks — we'll build your client-acquisition report and be in touch shortly.
