skills.rest
terraleiloa
terraleiloaCOMMUNITY
Explore all skills by this author →
GitHub

trust-selection-memo

Generate a trust selection memo comparing trust types from advisor interview inputs.

2|Updated Feb 25, 2026
Search Tags:#structured interview#family office#asset protection#estate planning#document publishing#advisor memo#trust selection
One-click install
npx skills add https://github.com/terraleiloa/seren-skills --skill trust-selection-memo
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: trust-selection-memo
Source: https://github.com/terraleiloa/seren-skills/tree/main/family-office/trust-selection-memo
Command: npx skills add https://github.com/terraleiloa/seren-skills --skill trust-selection-memo

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires requests, psycopg[binary], snowflake-connector-python, and includes scripts (resource) components.

What problem does it solve?

Family offices need to quickly compare trust types and produce a defensible recommendation memo, but trust selection requires consistent evaluation of goals, beneficiaries, situs, grantor preferences, and counsel context.

Core Features & Use Cases

  • Trust type comparison: Compares revocable, irrevocable, marital, asset-protection, special-needs, spendthrift, bypass, generation-skipping, and dynasty trust options.
  • Advisor-guided interview: Captures a minimum-viable set of inputs (goal, funding amount, beneficiaries, situs preference, grantor-trust preference, and estate counsel).
  • Decision deliverables: Writes a structured markdown deliverable plus an interview.json and manifest.json for downstream rendering and execution-pipeline handling.
  • Optional external distribution: Can optionally push the artifact to SharePoint, create Asana review tasks, record to Snowflake, and send emails/calendar events via configured Seren gateway publishers.

Quick Start

Use the trust-selection-memo skill to produce a Trust Selection Memo for a specific family office scenario by running the skill with your config.json and interview inputs.

Frequently Asked Questions about trust-selection-memo

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

FAQPage Schema
How do I compare different trust types for estate planning?▼

Comparing trust types for estate planning requires evaluating goals, beneficiaries, situs, and grantor preferences. This Skill collects advisor interview inputs and compares revocable, irrevocable, marital, asset-protection, and dynasty trusts to produce a defensible recommendation memo.

What is the best way to generate a trust selection memo for a family office?▼

Generating a family-office trust selection memo involves capturing interview inputs like funding amounts and estate counsel context. This Skill automates that workflow, comparing multiple trust options against stated goals and outputting a structured markdown deliverable.

Can I use structured interview data to compare asset protection trusts?▼

Yes, structured interview data can drive asset protection trust comparison. By collecting minimum-viable inputs such as grantor preferences and beneficiary details, this Skill systematically evaluates asset-protection trusts alongside other options to generate a recommendation.

Does this trust recommendation workflow integrate with Snowflake?▼

Yes, this trust recommendation workflow integrates with Snowflake. It optionally persists memory and records structured outputs like interview.json and manifest.json directly to Snowflake, alongside pushing deliverables to external sinks via the Seren gateway.

What trust options are compared in a legacy strategy discussion?▼

A legacy strategy discussion compares revocable, irrevocable, marital, asset-protection, special-needs, spendthrift, bypass, generation-skipping, and dynasty trusts. This Skill evaluates these options against your stated goals to produce a clear selection memo.

Do I need external dependencies to publish a trust selection memo to SharePoint?▼

Publishing a trust selection memo to SharePoint requires configured Seren gateway publishers. This Skill uses the requests library and configured external sinks to optionally push the markdown artifact and create review tasks in Asana.

Related Skills

Explore More Legal & Compliance Skills→
terraleiloaterraleiloa

trust-situs-selection-memo

Generate a trust situs selection memo comparing five jurisdictions across tax, creditor protection, privacy, and administration.

Community
Advanced
terraleiloaterraleiloa

new-business-diligence-memo

Generate a family-office diligence memo from advisor interview inputs into markdown.

Community
Intermediate
terraleiloaterraleiloa

family-risk-management-plan

Generate a family office risk management plan covering cyber, travel, and continuity.

Community
Advanced
phuhao00phuhao00
12

legal-agent

Analyze contract clauses for legal, financial, and performance risks.

Community
Intermediate