I'm happy to discuss it further with you (I have appointments this morning, but will be back after lunch) and there are a ton of options now.

Key services include:Lead Capture and Management: Utilize customizable landing pages, surveys, forms, and calendars to effectively capture and organize leads.Automated Communication: Engage leads through automated messaging via voicemail, calls, SMS, email, and Facebook Messenger, ensuring timely and consistent follow-ups.Pipeline Management: Employ drag-and-drop pipelines to monitor deal progress from initial contact to closure, facilitating efficient deal tracking.AI Assistant: Leverage an AI-powered assistant to qualify your warm leads and have AI directly book the qualified lead appointments directly on your calendar.Social Media Content: Access professionally designed, ready-to-use social media images to maintain an active online presence and attract potential leads.Website and Landing Page Builder: Use a pre-made website or design your own high-converting websites and landing pages with a drag-and-drop builder, pre-made templates, and custom script integrations to enhance online visibility.Appointment Scheduling: Manage appointments efficiently using an integrated calendar system, complete with automated reminders and follow-ups to reduce no-shows.Analytics and Reporting: Access comprehensive analytics to track appointment rates, campaign effectiveness, calls, and response rates, enabling data-driven decision-making.Check out REI Software at reisoftware.com.

I understand I'd have to be local for some appointments, but are these visits generally infrequent/painless?

If not, you'll likely need to sign at the US consulate/embassy... and those appointments often need to be scheduled well in advance.

I’m in home remodeling sales and work about 20-25 hours per week and off weekends, so I have a ton of time on my hand waiting around for appointments. 

This allows entry without a key, and allows me to change the lock as needed if I don't want someone in there.As an agent, I provide contacts to my clients who will do these things, and occasionally I will do favors for past clients who need someone to open the door or quickly supervise an appointment; of course not all agents will do this or for free.  

I am doing the same right now, have 5 consultation appointments set up as of now. 

I think people overthink guidebooks, it’s just information.

Yes we use AI for just that: follow up re-engagement and appointment setting.

Here in AZ you can look up the personal representative as they are appointed.