No. SleekAI's system prompt is configured to explain trust structures at a general-education level (revocable, irrevocable, SLAT, GST) without recommending a specific trust for a specific prospect. That recommendation is a drafting decision that requires legal counsel and a full review of the prospect's situation, and a chatbot has no business making it. Advice-shaped questions get routed to a CFP at your firm and, where appropriate, to an estate attorney in your network.

Yes, and that is one of the most useful things the system prompt enforces on an estate-planning site. The bot describes your firm as covering the financial side of estate planning (gifting, titling, beneficiary alignment, estate-tax projection) and the drafting as being handled by an estate attorney. Many engagements coordinate with the attorney; the bot describes that handoff explicitly rather than implying the firm does drafting.

Yes, at a general-education level. The bot describes annual exclusion amounts, lifetime exemption, portability, and GST mechanics using current published figures from your own reference page. It does not, however, recommend a specific gifting amount or vehicle for a specific prospect, that is a modelling and drafting decision that requires the planner and, often, the attorney to review the full picture before making.

Yes. Upload ADV Part 2A, Part 2B, and Form CRS as PDFs or pages, and SleekAI links them automatically when prospects ask about fees, conflicts, or how your firm operates. Many estate planners configure the bot to surface the disclosures proactively at the end of any fee discussion, mirroring the disclosure flow a careful human intake coordinator would follow on a first call.

Logs live in your WordPress database with model name, token usage, and page URL captured per session. Most estate planners export them to their CRM or to an archival system like Smarsh or Global Relay on a recurring schedule via webhook so chat sits in the same archive as email. You control retention, admin visibility, and whether summaries get sent to the planner after each session for the prep file.

Yes. SleekAI supports multibot deployment with 28 plus display conditions: post type, taxonomy term, user role, logged-in state, URL pattern. A blended-family bot can run on those pages, a business-owner-succession bot on succession pages, and a high-net-worth bot on the dynastic-planning section. Each bot has its own system prompt, knowledge sources, and disclosures, matching the situation.

The bot can capture whether the prospect already has an attorney, whether they need a referral, and whether the firm should be the lead coordinator on the engagement. That context flows into the conversation summary attached to the booking. Many firms also configure the bot to mention specific attorney partners by name when prospects ask, using a maintained list of preferred counsel kept as a page or CPT.

Claude Sonnet and GPT-4o both follow the no-specific-recommendation prompt reliably and produce accurate estate-planning education language, which matters because the cost of a wrong answer in this category is a prospect walking away believing they have made a planning decision they have not actually made. SleekAI is bring-your-own-key for OpenAI, Anthropic, Google, or OpenRouter, so you choose the provider that fits your volume.