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estate

Find gaps in estate and continuity readiness: wills, trusts, beneficiaries, account titling, insurance, and document locations.

Skill by elliottrjacobs

IndexedMIT★ 3
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Works with Claude Code, Claude apps, Codex, Cursor, Gemini CLI, GitHub Copilot, VS Code, OpenCode, Goose, Windsurf. Read the repository before you give any tool access to your data.

npx agentmarket install skill/elliottrjacobs-estate

Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.

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About

Find gaps in estate and continuity readiness: wills, trusts, beneficiaries, account titling, insurance, and document locations. Use for 'are we prepared if something happens', 'beneficiary check', or preparing questions for counsel.

Use cases: documents

No reviews yet. Installed it? Reviews come from verified installers only. How reviews work

Permissions

What this skill can do and what it asks for, from its SKILL.md. Checked Oct 25, 2026.

Tools
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Install scripts
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Network hosts it talks to 1

  • codeload.github.com · found in install command

Files it touches

  • ~/.claude/skills/estate

What's inside

Skill name
estate
Description
Find gaps in estate and continuity readiness: wills, trusts, beneficiaries, account titling, insurance, and document locations. Use for 'are we prepared if something happens', 'beneficiary check', or preparing questions for counsel.
License
MIT
Metadata
args: <subject> · tier: balanced · group: specialists · invocation: implicit · report-kind: estate · default-context: full
Instructions
11 lines in SKILL.md · view on GitHub

Files (1)

  • SKILL.md

SKILL.md (first lines)

# Estate

Follow the skill skeleton in AGENTS.md.

Identify household continuity, beneficiary, title, insurance, and document gaps. Distinguish verified documents from intended arrangements. Prioritize questions for qualified counsel; do not imply legal validity from a checklist.

Run the commands declared in metadata with --json. Use fo start for the report path and prior. Include Evidence, Analysis, Data gaps, and Next actions. Include What changed when a prior exists. Cite applicable corrections and explain how the proposed action complies.

Close the report with: Reply with corrections in your next task.

From elliottrjacobs/family-office, MIT.

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    Last commit (this folder)
    Oct 15, 2026 (12 days ago)

    From GitHub (fetched Oct 24, 2026).

    Details

    License
    MIT
    First seen
    Oct 24, 2026
    Last checked
    Oct 24, 2026

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    Cite this page

    estate skill. Agent Mart. https://agentmart.dev/skills/elliottrjacobs-estate (last updated 2026-10-24)