legacy-preservation-router

Legacy preservation routing classifies natural-language estate planning questions using trigger phrases and a dispatch table to select the correct family office memo, checklist, or plan. It matches the advisor's intent to the appropriate leaf deliverable within the Legacy Preservation pillar.

When a trust selection request spans multiple deliverables, the router detects the ambiguity and proposes a two-leaf sequence. It applies confidence-bound selection to determine if confirmation is needed before dispatching the combined workflow.

Intent routing for healthcare proxy and living will requests uses deterministic prompt classification to map the ask to the correct artifact. If the confidence match is borderline, it requests confirmation before generating the memo.

Yes, the router supports private trust company formation and succession planning scenarios. It maps governance, philanthropy, and risk-related trigger phrases to the appropriate dispatch table entries to generate the correct deliverable.

When no built-in match exists in the dispatch table, the router applies fallback handling to prevent incorrect memo generation. It avoids forcing a low-confidence classification and manages unmatched legacy preservation queries safely.

Yes, you can request will drafting and estate overview generation together. The router evaluates the combined ask, determines if multiple deliverables are required, and proposes the correct two-leaf sequence to fulfill the request.