Skip to main content
Miami-Dade & Broward · Estate Planning & Probate

Families research for weeks. Be the firm that answers.

Estate clients rarely call in a rush. They read, compare firms, and ask ChatGPT what a trust costs before they ever pick up the phone. Probate calls are different: someone has died, and the family needs a calm, clear next step. We build bilingual AI intake for Miami estate firms that handles both, gathers the family details your attorneys need, and books the consultation.

We build the technology and the content. Your attorneys make every legal judgment and approve every word clients see. Nothing we deliver is legal advice. Se habla español.

The short answer

Aday Interactive, Inc. builds AI intake for estate planning and probate law firms in Miami-Dade and Broward. The agent answers in English and Spanish, gathers family, property, and document details with care, asks the questions that sort planning, probate, and guardianship matters, and books the consultation. It never recommends a will or trust or gives legal advice.

Matter types

Planning, probate, and guardianship need different first conversations.

Here is what prospective clients type into ChatGPT and Google for each matter, in English and Spanish, and what the intake agent does with them.

Wills

What clients ask

"How much does a will cost in Florida?" · "hacer un testamento en Miami"

What the agent does

Collects marital status, children, and whether a will already exists, including one signed in another state or country, then books the planning consult.

Revocable and living trusts

What clients ask

"Do I need a trust or a will?" · "fideicomiso en vida Florida"

What the agent does

Records the kinds of assets involved, such as a home, accounts, or property abroad, without asking for balances. The attorney decides what fits.

Homestead and real property

What clients ask

"Who gets my house if I die in Florida?" · "quién hereda mi casa"

What the agent does

Notes whether the caller owns a Florida home and who lives in it, since homestead rules shape the plan, and flags it for the attorney.

Probate administration

What clients ask

"How do I start probate in Miami-Dade?" · "mi papá murió sin testamento"

What the agent does

Uses gentle, firm-approved language, collects the date of death, county, and whether there is a will, and texts your new-estate checklist with a secure upload link.

Guardianship

What clients ask

"How to become guardian of my elderly mother" · "tutela de un adulto mayor"

What the agent does

Gathers who needs help, the relationship, and any existing powers of attorney. Urgent safety concerns are transferred live to the on-call attorney, with a text alert if nobody answers.

Estate and trust disputes

What clients ask

"Contest a will in Florida" · "impugnar un testamento"

What the agent does

Collects the names of the other family members first, so your team can run the conflict check before the consult, then gathers the basics and books it.

What gets escalated to your team

The agent is set up to treat any mention of an emergency guardianship, a vulnerable adult at risk, or assets being moved or spent after a death as urgent. It transfers the call live to the on-call attorney's phone and, if nobody answers, texts them an urgent alert with the call summary. The caller is told when to expect a call back.

Guardrails

The rules your intake has to live inside.

Every agent we build is fenced before it says a word. These are the lines that matter most in estate planning & probate work. Your ethics counsel reviews the full list during setup.

No planning advice

The agent never recommends a will over a trust or says what a family should do. That is the attorney's judgment, and Florida Bar Rule 4-7.13 bars predicting results.

Conflicts before details

Estate matters often involve several relatives. The agent asks for names first, so your team can run the conflict check before the consult, and keeps the first call to the basics.

Account details stay out of chat

Intake records the kinds of assets, never account numbers, balances, or passwords. Those come later, through a secure channel your firm controls.

Deadlines flagged, not judged

Probate runs on deadlines, such as the creditor claim period after notice is published (Fla. Stat. § 733.702). The agent records the date of death and marks the record for attorney review. It never tells the caller how much time is left.

On every call and message, the agent names your firm, says it is a law firm, and identifies itself as an assistant, never an attorney.

How it works

Four steps, priced up front.

Or see it as one package: the Law Firm Front Desk, in three levels from $1,950.

  1. 1

    Free

    Bar Compliance and AEO Audit

    A rule-labeled check of your current site against the Florida Bar advertising rules, plus how readable it is to AI search. Bring the report to your ethics counsel.

    Run the audit →
  2. 2

    $1,950 · one day

    Growth Systems Intensive

    We map how inquiries reach your firm today, then build booking with reminders, missed-call text-back, a 7-day bilingual follow-up, and chat answers drawn from your approved FAQs. Credits in full toward Implementation if it starts within 60 days.

    See Growth Systems →
  3. 3

    From $5,000 · 90 days

    Implementation

    The bilingual voice and messaging agent, planning and probate intake paths, name capture for your conflict check, texted checklists with secure upload links, and Spanish practice-area pages built for AI search.

    See AI employees →
  4. 4

    From $349 / month

    Care

    The platform seat keeps the system we build live, patched, and backed up, from $349 a month, with text, email, and voice usage billed at cost and no markup. Optional monthly hours cover call review and prompt changes, because an agent only improves when someone reviews its calls.

    See pricing →

Project work bills 50/25/25 on milestones. Text, email, and voice usage on a system we build is billed at cost, with no markup. Carrier registration for texting depends on carrier approval, so we never promise an activation date.

How many families compared your firm and never called?

In 30 minutes we walk through how inquiries reach your firm today, where they leak, and what an intake agent would handle. Founder-led by Brandon Aday from our Coral Gables office.

or call 305-209-8453 · se habla español

Response time

Response time is a target, not a promise. Our AI intake agents aim to answer in under 60 seconds, and typically respond within one to three minutes. Actual timing depends on third-party voice, SMS, and network delivery, which we do not control. We measure the real number and report it in your dashboard rather than guarantee it. Speed also depends on correct account setup, carrier registration (A2P 10DLC), and your intake configuration.

FAQ

AI for Miami Estate Planning & Probate Firms, Frequently Asked Questions

Can the agent tell a caller whether they need a trust?

No. Whether a trust, a will, or both makes sense depends on facts only an attorney can weigh. The agent collects the family and asset picture in general terms and books the planning consult where an attorney answers that question.

How does the agent handle a call right after a death?

Gently, and briefly. It uses language your firm approves for grieving families, collects only the date of death, the county, and whether there is a will, texts your new-estate checklist, and books time with an attorney. It does not run a long screen with someone who just lost a parent.

What about clients with property or heirs outside the U.S.?

The agent asks and flags it. Many Miami families have property, accounts, or heirs in Latin America or Europe. The agent notes any foreign assets or heirs so the attorney can plan the consult, in English or Spanish.

Will this help our firm show up when someone asks ChatGPT about trusts in Florida?

It can make your firm easier to find and cite. We build English and Spanish practice-area pages that answer real planning and probate questions, plus LegalService and Attorney schema. No one can guarantee a citation, and we never promise one. Read how AI search picks firms.

Can we use AI to call or text people who have not contacted our firm?

No, and we never build it that way. Florida Bar Rule 4-7.18 bars soliciting prospective clients by phone or real-time electronic contact, and the FCC ruled in 2024 (FCC 24-17) that an AI-generated voice counts as an artificial voice under the Telephone Consumer Protection Act. The agent answers people who reach out to your firm, and follows up only with people who asked to hear from you.

What does it cost?

Start free, then fixed steps. The Bar Compliance and AEO Audit is free. The Growth Systems Intensive is $1,950 for one day, and it credits in full toward Implementation if Implementation starts within 60 days. Implementation runs 90 days from $5,000 and scales with scope. After launch, the platform seat starts at $349 a month, with text, email, and voice usage billed at cost and optional hours on top. Project work bills 50/25/25 on milestones.

Free guide Request a consultation