A New York estate planning attorney drafting a dynasty trust for a client with a $40M estate lands on your site at 9am. They want to know if you administer Delaware perpetual trusts, your minimum corpus, whether you support directed trustee structures with an outside investment advisor, your fee schedule (basis-point sliding or flat plus AUM-based), and if you handle South Dakota purpose trusts for a separate client. Your inbox has the same questions from 20 attorneys this month, and your trust officers spend half their week on inquiries that never become engagements.

SleekAI maps your trustee services as a CPT in wp_posts, with situs (Delaware, South Dakota, Nevada, Wyoming, Florida) as a taxonomy, structure types (revocable, irrevocable, dynasty, GRAT, CRT, ILIT, directed, purpose) as another taxonomy, fee schedule (10 bps under $5M sliding to 4 bps above $50M, with an annual minimum), minimum corpus ($1M for individual, $5M for dynasty), and a relationship link to each jurisdiction's statute summary. The bot quotes Delaware dynasty corpus minimum, confirms directed trustee support with a Section 3313 fiduciary, lists your South Dakota purpose trust capability, and computes an estimated annual fee for a $40M corpus.

Generic chatbots fall apart here because they cannot distinguish a Delaware perpetual trust from a Florida one, cannot quote a directed-versus-delegated trustee fee differential, and cannot explain South Dakota dynasty advantages without inventing law that will embarrass you in front of the attorney. SleekAI grounds every reply in your published service catalog, refuses to give specific legal advice (those go to the attorney), and provides the structural information attorneys need to evaluate fit before the call.

Trust services live or die on the attorney relationship. Estate planning attorneys send their clients to the trust company that answers fastest, demonstrates jurisdictional fluency, and quotes accurate fees up front. The trust company that requires a 30-minute officer call before sharing the fee schedule loses to the one that publishes the schedule and lets the attorney scope the fit in chat.

SleekAI turns your existing services catalog and jurisdiction outlines into the attorney-facing answer engine. Services live as CPTs. Jurisdictions live in a taxonomy with statute references.

Fee schedules sit in postmeta with computed math on the stated corpus. The bot reads all of it on every turn and answers attorneys with the specificity they expect. The fiduciary posture matters because trust companies operate under strict regulatory oversight.

The bot is configured to never give specific legal or tax advice, never send wire instructions through chat, and always frame jurisdictional answers within the published statutes. The trust officer signs off on the system instruction once and the bot enforces it across every conversation. The directed-versus-delegated distinction is one place where most generic chatbots fail outright; SleekAI handles it cleanly because the structures are modeled in your data.

The first quarter after rollout, most trust companies see attorney inquiry quality climb sharply because the attorneys who book have already absorbed the fee structure, confirmed jurisdiction fit, and are ready to discuss the specific drafting language they need. The trust officer's calendar fills with substantive conversations, not repetitive scoping calls.