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Legal Consultation Intake
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See how our AI handles legal consultation intake and scheduling
Thank you for calling Miller Law Office. This is our automated assistant. How can I assist you today?
Hi, I'm looking to set up an estate plan, and I'd like to understand the process.
I'd be happy to help with that. Attorney John Miller specializes in estate planning, and I can gather some details to ensure your consultation is productive. May I have your full name?
David Thompson.
Thanks, David. Before scheduling a consultation, may I ask if you have any specific concerns about estate taxes or ways to minimize them?
Yes, I want to make sure my children don't face a large tax burden.
That's a common concern. Attorney Miller can discuss strategies such as trusts and tax-efficient asset transfers to help with that. Do you have any foreign assets or international considerations we should be aware of?
Yes, I own a property in Canada.
Got it. International assets may require special planning, and Attorney Miller can guide you on the best approach. Have there been any prior legal disputes regarding inheritance in your family?
Not yet, but I want to prevent future conflicts.
That makes sense. Proper documentation can help avoid disputes. What's your desired timeline for setting up your estate planning documents?
Ideally within the next month.
Understood. We'll prioritize scheduling your consultation soon. Attorney Miller offers a free initial consultation, and during that meeting, he'll discuss the process, including our payment structure and legal fees. Would you like me to go over the basic fee structure now?
Yes, please.
Sure. The basic estate plan package, including a will and power of attorney, starts at $1,500. More complex plans involving trusts or tax strategies may cost between $3,000 and $5,000, depending on your needs. Does that align with your expectations?
Yes, that sounds reasonable.
Great! Attorney Miller is available for a consultation this Thursday at 2 PM or next Monday at 10 AM. Which time works best for you?
Thursday at 2 PM works.
Perfect! You're scheduled for Thursday at 2 PM with Attorney John Miller at Miller Law Office, 456 Oak Street, Seattle, WA. You'll receive a confirmation text and email with details. Please bring any relevant documents, including property deeds and financial statements. Does that sound good?
Yes, thank you!
You're all set, David! If you need to reschedule, just call us back. We look forward to assisting you!
Our AI conducts thorough initial client screenings and identifies case priorities.
I want to make sure my children don't face a large tax burden
I own a property in Canada
Attorney Miller can discuss strategies such as trusts
The basic estate plan package starts at $1,500
Streamline client intake, document collection, and appointment scheduling.
You're scheduled for Thursday at 2 PM
Please bring property deeds and financial statements
You'll receive a confirmation email with details
Initial consultation is free
Initial case evaluation and client information collection.
Schedule consultations based on case type and urgency.
Priority handling of urgent legal matters.
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