Estate planning calls are often high-trust, high-value conversations. StratoSales helps your firm answer quickly, capture planning priorities, and book consultations without intake bottlenecks.
A simple first-call path from initial inquiry to booked planning consult.
Step 1
Capture contact details, family context, and planning goals on the first call.
Step 2
Identify wills, trusts, probate, or related services before consult scheduling.
Step 3
Offer available time slots and confirm appointments while interest is high.
Planning goal: Will, trust, probate support, or full estate plan?
Household context: Spouse, children, or dependents to account for?
Existing documents: Does the caller already have a will or trust in place?
Complexity signals: Any business ownership, property in multiple states, or special planning needs?
Timeline: Is this routine planning or tied to a near-term event?
Next step: Best consultation window this week?
Start now and begin booking planning consultations in minutes.