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will-drafting-checklist

Convert estate planning inputs into a will drafting checklist and interview.json.

2|Updated Feb 25, 2026
Search Tags:#executor#guardianship#checklist generation#estate planning#will drafting#beneficiary designations#attorney documentation
One-click install
npx skills add https://github.com/terraleiloa/seren-skills --skill will-drafting-checklist
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: will-drafting-checklist
Source: https://github.com/terraleiloa/seren-skills/tree/main/family-office/will-drafting-checklist
Command: npx skills add https://github.com/terraleiloa/seren-skills --skill will-drafting-checklist

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 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.

Frequently Asked Questions about will-drafting-checklist

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

FAQPage Schema
How do I generate a will-drafting checklist for my attorney?▼

You can generate a will-drafting checklist by providing estate planning inputs like executor choices, beneficiary designations, specific bequests, and guardianship nominations to produce an attorney-ready markdown artifact.

What information is needed for estate planning will drafting?▼

Estate planning will drafting requires capturing executors, successor executors, primary beneficiaries, specific bequests, residuary disposition, and guardianship nominations to ensure complete attorney documentation.

How does the will drafting checklist handle confidential beneficiary information?▼

The will drafting process safeguards confidentiality by keeping interview answers from being logged at INFO level and applying PII and financial redaction in external structured payloads.

Can I push the will drafting artifact to external publishers like SharePoint or Asana?▼

Yes, will drafting supports optional downstream publishing to push the artifact or create follow-up tasks via configured external sinks including SharePoint, Asana, Snowflake, and Outlook.

Does will drafting work with Snowflake for storing estate planning records?▼

Yes, will drafting integrates with Snowflake as a dependency and can optionally write structured interview data and artifacts to Snowflake as a configured external sink.

What format does the will drafting checklist output produce?▼

The will drafting checklist outputs a markdown artifact titled Will Drafting Checklist alongside a companion interview.json file, both stored in a timestamped artifacts directory.

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