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estate-snapshot

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Full estate overview

Legal & Compliance#compliance#asset management#overview#net worth#estate planning#entity graph
Authorhvkshetry
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill provides a comprehensive overview of an estate, consolidating information about people, entities, ownership, assets, net worth, and critical upcoming dates.

Core Features & Use Cases

  • Entity & Ownership Mapping: Visualizes the complex relationships between family members and legal entities.
  • Financial Snapshot: Calculates net worth across different jurisdictions and currencies.
  • Compliance & Risk Management: Identifies upcoming deadlines and potential gaps in documentation.
  • Use Case: A family office manager can use this Skill to quickly generate a report for a client, summarizing the entire estate structure, its current valuation, and any immediate compliance requirements.

Quick Start

Generate a full estate snapshot including people, entities, ownership graph, assets, net worth, and upcoming critical dates.

Dependency Matrix

Required Modules

None required

Components

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-snapshot
Download link: https://github.com/hvkshetry/StewardOS/archive/main.zip#estate-snapshot

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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