will-drafting-checklist

What problem does it solve?

Family offices need a clear, complete, and attorney-ready set of inputs to draft or update a will, including executor choices, beneficiary designations, specific bequests, residuary disposition, and guardianship nominations.

Core Features & Use Cases

• Attorney-ready checklist deliverable: Produces a structured markdown checklist titled Will Drafting Checklist tailored from advisor interview inputs.
• Captures every required field: Collects and records executor, successor executor, primary beneficiaries, specific bequests, residuary disposition, and guardianship nominations in a companion interview.json.
• Safeguards confidentiality: Keeps interview answers and outbound payloads from being logged at INFO level, with PII/financial redaction in external structured payloads.
• Optional downstream publishing: Can push the artifact and/or create follow-up tasks via configured external sinks (e.g., SharePoint, Asana, Snowflake, Outlook/Gmail, Google Calendar).

Quick Start

Run will-drafting-checklist to collect executor, beneficiaries, bequests, residuary disposition, and guardianship nominations, then generate the Will Drafting Checklist artifact.