Bennett Estate Law wins flat-fee planning clients from AI search
A San Diego estate-planning firm answered "will vs. trust" questions at scale and turned them into booked, flat-fee consultations.
Tely is the AI client-acquisition platform for probate 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 probate 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 probate, estate administration, or will contests, your firm gets recommended.
Tely engages probate 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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12 June | 12:00 PM
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When a lead goes quiet, Tely follows up by SMS and email until they book — so the probate clients you worked to reach never sign with the firm down the street.
When someone researching probate, estate administration, or will contests leaves your website, Tely retargets them across Instagram, Google, TikTok, and YouTube and brings them back to book a consultation.
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What's the main outcome you're hoping for?
Tely qualifies the matter, confirms the fee arrangement, books the probate administration consultation, and sends the client straight into your case-management CRM.
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 probate matters 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 probate 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.
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