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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.

Marker illustration of a walnut signet seal beside a wax medallion

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, and what the intake agent does with them.

Wills

What clients ask

"How much does a will cost in Florida?"

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?"

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?"

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?"

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"

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"

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 asks only for the kinds of assets, never for account numbers, balances, or passwords. If a caller offers them anyway, the agent moves on. Those details 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.

Free estimate · your numbers only

What are the inquiries that do not sign worth to your firm?

For fee value, use what the firm collects on a typical estate planning and probate matter. The starting values are a rough example for estate planning and probate. Move them to your own numbers.

Today

Signing today
6 a month · 72 a year
Not signing
9 a month · 108 a year

Estimate · if your rate rose

from 40% to 45%

+$22,500 a year

about +$1,875 a month in estimated new fees

Estimated value of all inquiries that did not convert, 12 months
$270,000

9 a month × 12 months × $2,500

This is an estimate, not a prediction. Not every one of these is winnable, and we will not tell you what your rate will become. Nobody honestly can. Based only on the numbers you enter. Not a projection, benchmark, or guarantee of results. Nothing you enter is sent to us.

How to read this estimate. It multiplies the numbers you enter, nothing more. It does not count costs, refunds or unpaid bills, seasonal swings, or how much new work your team can take on. The starting values are rough examples, not industry data or results from any firm. This is not legal, financial, or tax advice, and Aday Interactive, Inc. does not promise any result.

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 $649 / month

    Care

    The Practice seat keeps the system we build live, patched, and backed up for $649 a month, with 5,000 texts and 150 minutes of AI voice included each month. 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. Use above the seat’s allowance is $0.03 per text segment and $0.25 per minute of AI voice, on the monthly invoice. 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 schema for the firm and Person schema for each attorney. 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 system runs on the Practice seat at $649 a month, which carries the AI voice agent and chat and includes a monthly usage allowance, with optional hours on top. Project work bills 50/25/25 on milestones.

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