estate planningpro+medium risk

Estate Planning Intake Router

Route wills, trusts, POA, guardianship, and updates.

≈ 12 minutes saved per run.

Deploy this automation See pricing

What it does

Classifies estate planning intakes and generates a tailored asset/document checklist for onboarding (no legal advice).

Inputs

Goals Summary
text|json · required
Client goals and family context (as stated)
Assets Summary (optional)
json|text · optional
High-level asset list
Existing Documents (optional)
json|text · optional
Prior wills/trusts/POA

Outputs

Route
json
Document Checklist
json
Missing Info
json

Guardrails

No legal advice
No structure recommendations as legal conclusions
VERIFY unknowns

Disclaimer:Routing and checklist only. Consultant must advise on appropriate planning instruments and legal effects.

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