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 consultant-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 Summary
text|json · required
Client goals (as stated)
Assets Summary (optional)
json|text · optional
High-level asset list
Family Complexity (optional)
text|json · optional
Blended families, minors, special needs (as stated)

Outputs

Trust-Related Question Set
json
Complexity Flags
json
Intake Next Steps
json

Guardrails

No recommendations
No legal advice
Consultant-led consult required

Disclaimer:Question set only. Consultant must determine appropriate planning instruments and legal effects.