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estate-overview

Query the estate knowledge graph for ownership maps, entity hierarchies, and critical dates.

15|7|Updated Aug 6, 2025
Search Tags:#knowledge graph#compliance#entity management#net worth#family office#estate planning
One-click install
npx skills add https://github.com/hvkshetry/StewardOS --skill estate-overview
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: estate-overview
Source: https://github.com/hvkshetry/StewardOS/tree/main/skills/personas/estate-counsel/estate-overview
Command: npx skills add https://github.com/hvkshetry/StewardOS --skill estate-overview

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill provides a comprehensive overview of a family's estate, including ownership structures, entity hierarchies, net worth, and critical upcoming dates, simplifying complex estate management and planning.

Core Features & Use Cases

  • Family Ownership Maps: Visualize how family members are connected through various entities and assets.
  • Entity Status & Hierarchy: Track the status, jurisdiction, and relationships of trusts, LLCs, and corporations.
  • Net Worth Aggregation: Understand the total estate value broken down by jurisdiction and ownership.
  • Critical Date Tracking: Stay ahead of deadlines for filings, renewals, and distributions.
  • Use Case: Before a meeting with your estate attorney, use this Skill to quickly generate a snapshot of all active entities, their ownership, and any upcoming critical dates to ensure a productive discussion.

Quick Start

Use the estate-overview skill to list all active entities and their jurisdictions.

Frequently Asked Questions about estate-overview

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I visualize family ownership maps and entity hierarchies for estate planning?▼

Net worth aggregation for family offices breaks down total estate value by jurisdiction and ownership. It integrates finance-graph data to provide valuation history and statement facts for accurate wealth tracking.

What is the best way to track critical upcoming dates for trust and LLC renewals?▼

Critical date tracking for trusts and LLCs monitors upcoming filings, renewals, and distributions. It queries the estate knowledge graph to ensure you stay ahead of compliance deadlines for active entities.

How do I prepare an estate structure snapshot before meeting with my attorney?▼

Preparing for an estate attorney meeting involves querying the knowledge graph to generate a snapshot of active entities, ownership maps, and critical dates. This ensures a productive discussion by reviewing estate structure beforehand.

Does entity management compliance tracking work without external dependencies?▼

Entity management compliance tracking operates with no external dependencies. It queries an internal estate knowledge graph to check entity status and jurisdiction without requiring additional software integrations.

Can I aggregate net worth by jurisdiction across multiple family entities?▼

Aggregating net worth by jurisdiction consolidates values across multiple family entities. It uses the estate knowledge graph to break down total estate value by specific jurisdictions and ownership structures.

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