estate-plan-summary-memo
CommunityTurn estate details into an advisor memo.
Legal & Compliance#memo generation#family office#estate planning#beneficiary designations#interview capture#risk gap review
Authorterraleiloa
Version1.0.0
Installs0
System Documentation
What problem does it solve?
It turns scattered estate planning information into a clear, actionable summary memo that helps advisors and family offices review wills, trusts, directives, guardianship, beneficiary designations, and identify gaps.
Core Features & Use Cases
- Structured estate interview: Collects only the minimum inputs needed to tailor an estate summary memo (documents, trustees/guardians, beneficiary designation review, state of residence, known gaps, and counsel).
- Consistent memo deliverable: Produces a single markdown deliverable plus an interview.json that captures every advisor input for auditability.
- Optional downstream publishing: Can store memory entries (when configured) and optionally push the artifact to external systems like SharePoint, Asana, Snowflake, and email/calendar via the Seren gateway.
Quick Start
Use the estate-plan-summary-memo skill to generate the Estate Plan Summary Memo for a client based on their current documents, beneficiaries, state of residence, and known gaps.
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: estate-plan-summary-memo Download link: https://github.com/terraleiloa/seren-skills/archive/main.zip#estate-plan-summary-memo Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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