legacy-preservation-router
CommunityRoute legacy questions to the right memo.
Legal & Compliance#skill routing#memo generation#family office#estate planning#compliance guidance#trust selection
Authorterraleiloa
Version1.0.0
Installs0
System Documentation
What problem does it solve?
It eliminates delays and guesswork when an advisor asks a family office legacy preservation question without specifying which deliverable they need.
Core Features & Use Cases
- Natural-language intent routing: Classifies the advisor’s ask and selects the best-matching leaf skill and artifact within the Legacy Preservation pillar.
- Prompt-to-artifact dispatch: Uses an embedded dispatch table and mirrored DISPATCH.yml triggers to map common phrases to the correct memo/checklist/plan.
- Confidence and ambiguity handling: Requests confirmation when the match confidence is borderline and proposes a two-leaf sequence when an ask covers multiple deliverables.
Quick Start
Ask your AI assistant to classify the request and run the correct Legacy Preservation artifact, for example: "Draft an estate overview and recommend the trust structure to preserve assets for future generations."
Dependency Matrix
Required Modules
None requiredComponents
references
đź’» 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: legacy-preservation-router Download link: https://github.com/terraleiloa/seren-skills/archive/main.zip#legacy-preservation-router Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
Agent Skills Search Helper
Install a tiny helper to your Agent, search and equip skill from 471,000+ vetted skills library on demand.