No. The system prompt is explicit that SleekAI does not recommend joint vs separate trusts, sub-trust structures, beneficiary designs, or specific funding approaches for particular assets. Those decisions are the design conversation in the planning meeting, and they require the attorney's review of the full family and asset picture. The bot explains packages, describes the funding process at a general level, captures the family intake, and books the meeting. Design happens with the attorney, not the chatbot.

Yes, at the educational level. The bot walks through what funding involves: deed work for real estate, brokerage retitling, 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. That conversation is one of the most valuable the bot handles because most prospects underestimate funding until they see the bill, and explaining it at intake means the planning meeting can focus on design rather than education.

Yes, at the framing level. The bot captures whether real estate sits in multiple states, recognises that out-of-state property needs deeds executed in that state's format, and mentions that you coordinate with local counsel where needed. It does not opine on whether a particular out-of-state parcel should be held individually, in a sub-trust, or in an LLC owned by the trust. Those design decisions are attorney decisions in the planning meeting.

It recognises the flag and routes correctly. Special-needs planning is its own design specialty because the wrong beneficiary structure can disqualify a special-needs adult from Medicaid or SSI benefits. The bot captures the special-needs flag, mentions that several approaches exist depending on benefits eligibility, and routes the planning meeting to the attorney at your firm who handles special-needs work. It does not attempt to explain third-party vs first-party special-needs trusts at any specific level.

It captures blended-family flags neutrally and routes the design conversation to the attorney. Step-children, prior-marriage children, separate-property considerations, and any concerns about specific distributions get noted for the planning meeting. Blended-family trust design is one of the most consequential conversations in estate planning, and the attorney needs the full family picture upfront so the meeting can be productive rather than discovery-oriented.

Yes, at the routing level. The bot captures whether the family owns a closely-held business, recognises that business succession is its own design line involving entity restructuring and buy-sell agreements, and routes the planning meeting to the attorney at your firm who handles business-succession trust work. Most trust firms treat business succession as a separate practice line because the design complexity and entity coordination requirements differ meaningfully from residential trust work.

At the framing level. The bot can describe community-property considerations in community-property states, mention state-specific quirks like Florida's homestead constraints or California's Prop 19 implications for parent-child real-estate transfers, and reference your state's general trust framework. Specific applications to a family's situation are the attorney's job in the planning meeting. For multi-state practices, you can configure state-specific pages and the bot will read from the appropriate one.

Conversation logs live in your WordPress database under your control. Most firms configure a 30 to 60 day retention window and forward intake summaries into their practice-management system on a recurring schedule. Trust intake conversations contain sensitive family-structure and asset details, so many firms also configure write-time redaction for specific identifiers and rely on the structured intake summary for archival rather than the full transcript.