estate planningpro+high risk
Trust Suitability Intake Decider (Non-Advice)
Ask questions to assess trust consult appropriateness (no recommendations).
≈ 15 minutes saved per run.
What it does
Generates an attorney-facing question set to assess whether a trust discussion may be warranted based on client goals, assets, and complexity-without recommending a specific legal instrument.
Inputs
- Goals Summarytext|json · requiredClient goals (as stated)
- Assets Summary (optional)json|text · optionalHigh-level asset list
- Family Complexity (optional)text|json · optionalBlended families, minors, special needs (as stated)
Outputs
- Trust-Related Question Setjson
- Complexity Flagsjson
- Intake Next Stepsjson
Guardrails
- No recommendations
- No legal advice
- Attorney-led consult required