No, and this is the most important guardrail on the entire chatbot. The system prompt instructs SleekAI to share general estate-planning education, your fees, and your process - never specific legal recommendations about what a particular family should do. When a prospect pushes for a 'should I' answer, the bot explains how families typically decide and frames the actual recommendation as something the attorney makes in the planning meeting.

Yes. Add your state's probate thresholds, community-property rules, and intestacy basics as pages on your site and SleekAI references them when relevant. For multi-state practices, you can configure state-specific bots using display conditions, so the Texas pages get Texas-specific framing and the California pages get California-specific framing - which matters because community-property rules dramatically change the planning conversation.

Yes. List those as separate practice areas with their own pages and the bot routes leads to the attorney who handles them at your firm. Special-needs planning has very specific Medicaid and SSI considerations; business succession involves entity restructuring and buy-sell agreements. The bot recognises the signals from how the family describes their situation and routes appropriately rather than booking with a generalist who will then need to refer.

Conversation logs live in your WordPress database under your control. Most firms purge logs on a schedule (often 30 to 60 days) and forward summaries to the attorney before the planning meeting. Asset values, family-structure details, and beneficiary identities are sensitive, so many firms also configure write-time redaction for specific PII patterns and rely on the conversation summary rather than the full transcript for archival.

Yes, and this is one of the most valuable conversations the bot handles because most prospects do not understand what funding involves until they see the bill. The bot explains deed work for real estate, beneficiary updates on retirement and life insurance, tangible property assignment, and the carve-outs for retirement accounts (which usually stay in the individual's name with the trust as contingent beneficiary). All of that is education, not advice.

Yes. Planning meetings, signing meetings, trust review meetings, and probate intake meetings each route to the right calendar with the right intake form. A planning meeting needs a 90-minute slot and family asset info; a signing meeting is shorter but needs verified ID readiness; a probate intake needs the death certificate and asset list. The bot recognises which meeting type is being requested and routes accordingly.

It does not. The system prompt explicitly prevents the bot from referencing real client matters or invented case studies that imply specific outcomes. Estate planning is too sensitive for hypothetical case-based reasoning, and the failure modes (perceived guarantees, expectations management) are too costly. The bot stays at the educational level and routes anything situation-specific to the attorney where it belongs.

Yes. The bot can walk a prospect through which assets transfer through probate (typically solely-owned real estate, individual brokerage accounts, personal property) and which transfer outside probate (joint property, retirement accounts with named beneficiaries, life insurance, transfer-on-death accounts, trust-owned assets). That distinction is the foundation of the will-versus-trust conversation, and most prospects do not understand it until someone walks them through it patiently.