No. The system prompt is explicit that SleekAI describes the firm's practice, the general procedural framework of probate in your jurisdictions, and your intake process, and defers every case-specific question to the attorney consultation. The bot does not tell a family whether probate is required, whether their estate qualifies for a small-estate affidavit, or how a specific asset should be administered. Those judgments depend on jurisdictional thresholds and asset titling that require the attorney's review.

Yes, and tone is the most important thing the system prompt encodes for probate intake. The bot is instructed to be short, warm, and never push the family toward a decision. It acknowledges the loss in the first response without becoming maudlin. It offers booking as a next step rather than insisting on it. Many families are visiting the site within days of a death, and the right response is to be calm and informational, not transactional.

Yes, at the recognition level. The bot captures asset categories and rough values and can mention that small-estate affidavits or simplified procedures may be available depending on the jurisdiction's thresholds. It does not apply those thresholds to a specific case, because that determination depends on actual asset values, titling, and any liens, which the attorney needs to confirm. Many families qualify for simplified procedures and do not realise it; the bot routes the question to the consultation.

Yes, at the educational level. The bot can describe which assets typically transfer through probate (solely-owned real estate, individual brokerage accounts, tangible 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 every probate intake conversation, and most families do not understand it until someone walks them through it patiently.

Yes, at the recognition level. The bot recognises when a decedent owned real estate in a state other than their state of residence and mentions that ancillary probate is typically required in the other state. It does not handle the case itself or opine on coordination strategy. Many probate firms maintain referral relationships for ancillary work in other states, and the consultation is the right place to discuss that coordination.

It captures the flag but does not engage with the merits. If a family member describes a dispute over the will, an apparent disinheritance, or an issue with the executor, the bot notes the contested-probate flag in the intake summary and routes the consultation to the attorney at your firm who handles probate litigation. Will contests, breach-of-fiduciary-duty claims, and accounting disputes are their own specialty and require attorney judgment from the first conversation.

The bot describes your firm's fee structure at a general level: statutory probate fees in states like California that have them, hourly or flat-fee structures where applicable, and any retainer requirements. It does not quote a specific fee for a specific estate, because the fee depends on the estate size and the procedural complexity, which the attorney needs to assess. Many probate firms work primarily under statutory fee structures, and the consultation is the right place to walk through the math.

Conversation logs live in your WordPress database under your control. Most firms configure a short retention window (often 30 to 60 days), forward intake summaries into their case-management system, and purge the full transcript on a schedule. Probate intake conversations include sensitive decedent and family details, so many firms also configure write-time redaction for specific identifiers and rely on the structured summary for archival rather than the full transcript.