estate-overview
CommunityExplore your estate's structure.
Legal & Compliance#knowledge graph#compliance#entity management#net worth#family office#estate planning
Authorhvkshetry
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill provides a comprehensive overview of a family's estate, including ownership structures, entity hierarchies, net worth, and critical upcoming dates, simplifying complex estate management and planning.
Core Features & Use Cases
- Family Ownership Maps: Visualize how family members are connected through various entities and assets.
- Entity Status & Hierarchy: Track the status, jurisdiction, and relationships of trusts, LLCs, and corporations.
- Net Worth Aggregation: Understand the total estate value broken down by jurisdiction and ownership.
- Critical Date Tracking: Stay ahead of deadlines for filings, renewals, and distributions.
- Use Case: Before a meeting with your estate attorney, use this Skill to quickly generate a snapshot of all active entities, their ownership, and any upcoming critical dates to ensure a productive discussion.
Quick Start
Use the estate-overview skill to list all active entities and their jurisdictions.
Dependency Matrix
Required Modules
None requiredComponents
scriptsreferences
💻 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: estate-overview Download link: https://github.com/hvkshetry/StewardOS/archive/main.zip#estate-overview Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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