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penguin tree ai

Fiduciary Trust Practice Website Compliance Reviewer

Fiduciary Trust Practice Website Compliance Reviewer

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Reviews a fiduciary trustee firm's website copy page-by-page for regulatory compliance risk — flagging promissory language, unverifiable credential claims, missing disclaimers, and content that may implicate state trust company licensing, SEC/state investment adviser registration, or state fiduciary regulations. Produces a prioritized risk register, suggested rewrites, recommended disclaimer language, and a list of state-specific items to verify with compliance counsel. Use when auditing fiduciary or trust practice website copy before launch, after a rewrite, during annual compliance review, or when adding new service pages.
This skill is delivered as a .zip archive containing the skill in a named folder, matching the Anthropic SKILL.md format. Extract directly into your Claude Code skills directory (~/.claude/skills/) to install — or open and paste the contents into Claude.ai, ChatGPT, or any other AI tool.
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