estate planningpro+medium risk
Estate Planning Intake Router
Route wills, trusts, POA, guardianship, and updates.
≈ 12 minutes saved per run.
What it does
Classifies estate planning intakes and generates a tailored asset/document checklist for onboarding (no legal advice).
Inputs
- Goals Summarytext|json · requiredClient goals and family context (as stated)
- Assets Summary (optional)json|text · optionalHigh-level asset list
- Existing Documents (optional)json|text · optionalPrior wills/trusts/POA
Outputs
- Routejson
- Document Checklistjson
- Missing Infojson
Guardrails
- No legal advice
- No structure recommendations as legal conclusions
- VERIFY unknowns