trust-situs-selection-memo
CommunityGenerate a trust situs comparison memo
Legal & Compliance#tax strategy#family office#estate planning#jurisdiction comparison#trust situs#creditor protection#documentation memo
Authorterraleiloa
Version1.0.0
Installs0
System Documentation
What problem does it solve?
It helps family offices quickly decide where to form a trust by producing a jurisdiction comparison memo tailored to the principal’s and beneficiaries’ circumstances.
Core Features & Use Cases
- Structured interview & personalization: Collects only the minimum inputs needed to tailor the memo.
- Multi-jurisdiction comparison: Compares Florida, Delaware, Nevada, Wyoming, and the Dakotas across tax, creditor protection, privacy, and administration considerations.
- Advisor-ready deliverable: Produces a single named artifact plus a complete interview capture for traceability (artifact.md + interview.json).
- Optional publishing & follow-ups: Can optionally write memories and push the deliverable to SharePoint, Asana, Snowflake, and email/calendar sinks based on provided configuration.
Quick Start
Ask the AI to run trust-situs-selection-memo to generate a Trust Situs Selection Memo comparing the listed jurisdictions for the principal and beneficiaries’ states.
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: trust-situs-selection-memo Download link: https://github.com/terraleiloa/seren-skills/archive/main.zip#trust-situs-selection-memo Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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