charitable-trust-selection-memo
CommunityCompare CRUT, CRAT, CLT, and CLAT options.
Legal & Compliance#decision support#structured interview#estate planning#document publishing#charitable trusts#advisor memo
Authorterraleiloa
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill helps a family office produce a structured decision memo that compares major charitable trust types so advisors can recommend the right fit for the family’s goals.
Core Features & Use Cases
- Guided advisor interview: Captures the minimum inputs needed to tailor the memo to the family’s objectives, funding, income needs, and structure preference.
- Deliverable-ready memo: Generates a single markdown artifact plus an interview.json that records advisor inputs for auditability and downstream rendering.
- Optional governed publishing: Can optionally write memories and push the deliverable to external systems (SharePoint, Asana, Snowflake, Outlook, Gmail, Google Calendar) via the Seren API gateway.
Quick Start
Use the charitable-trust-selection-memo skill to create a tailored “Charitable Trust Selection Memo” for CRUT, CRAT, CLT, and CLAT using your interview answers.
Dependency Matrix
Required Modules
requestspsycopg[binary]snowflake-connector-python
Components
scripts
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: charitable-trust-selection-memo Download link: https://github.com/terraleiloa/seren-skills/archive/main.zip#charitable-trust-selection-memo Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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