The executor of a $14M estate including a closely-held LLC, two rental properties, a brokerage account, and a 401(k) lands on your site at 7am. The deceased's spouse needs a portability election filed within the extended deadline. The executor wants to know if you handle 706s with closely-held business valuations, what the all-in fee runs, whether you support DSUE portability when no tax is owed, and how long the engagement takes. Your contact form requests an executor questionnaire and books a partner call five days out. A competitor publishes bracket-based pricing and offers same-week intake.

SleekAI maps your services as a CPT in wp_posts, with gross-estate brackets ($5-10M, $10-25M, $25-50M, $50M+) and base fee per bracket in postmeta, complexity surcharges (closely-held business $3,500-$8,000, real estate beyond two properties $750 each, art collection $2,500, crypto wallets $1,500), 706 vs 709 vs portability-only structure, and deadline workflow (standard 9-month deadline from date of death, 6-month extension on Form 4768). The bot quotes a $14M gross estate at $11,500 base with $4,500 closely-held business surcharge for $16,000 total, confirms portability election support, and books the intake within 48 hours.

Generic chatbots fall apart here because they cannot read your real bracket pricing, cannot apply closely-held business or rental real estate surcharges, and cannot handle the deadline urgency that drives most estate tax inquiries. SleekAI grounds every reply in your published catalog, refuses to give specific tax-position advice (those go to the partner), and provides enough specificity that the executor feels qualified before the intake call.

An executor in the weeks after a death is navigating funeral arrangements, family dynamics, asset inventory, and the looming 9-month estate tax deadline. The estate tax firm that gives certainty fast (bracket pricing, surcharge math, timing realism) wins the engagement. The firm that requires a 30-minute scoping call before even quoting loses to the one that publishes the schedule and lets the executor confirm fit in chat.

SleekAI turns your existing service catalog into that certainty-first answer engine. Brackets live in postmeta. Surcharges layer programmatically.

706, 709, and portability-only stay separate. Deadline math runs on the date the executor provides. The bot reads all of it on every turn and quotes the engagement in one reply, itemized.

The complexity story matters because estate tax engagements vary wildly. A $14M estate with only brokerage assets is straightforward; the same $14M with a closely-held LLC and three rental properties is twice the work. Generic chatbots quote averages that frustrate sophisticated executors and underprice complex engagements.

SleekAI quotes the brackets and surcharges your team actually charges, so the engagement profitability stays intact. The compliance posture matters because estate tax sits in IRC Subtitle B and the partner takes full responsibility for the filed return. The bot is configured to never give specific tax-position advice and never accept Social Security Numbers or account numbers through chat.

Those go through your secure portal during intake. Chat logs are fully retained, queryable by date and topic, and treated as professional engagement records. The first quarter after rollout, most estate tax firms see executor intake quality climb sharply because the executors who book have already accepted the fee structure and the timing reality.