legal-estate

Provides estate, trust, and succession counsel with state-specific rule verification.

1|Updated May 17, 2026
One-click install
npx skills add https://github.com/Envision-Construction/Envision-Skill-Repo --skill legal-estate-envision-construction
Or copy as Structured Prompt for Agentโ–ผ
Please help me install this Agent Skill.
Skill: legal-estate
Source: https://github.com/Envision-Construction/Envision-Skill-Repo/tree/main/plugins/legal/general-counsel/skills/legal-estate
Command: npx skills add https://github.com/Envision-Construction/Envision-Skill-Repo --skill legal-estate-envision-construction

SYSTEM DOCUMENTATION & REQUIREMENTS

๐Ÿ’ก This Skill includes references (resource) components.

What problem does it solve? Estate planning and probate questions are highly state-specific, and quoting stale exemption amounts or missed filing deadlines creates real legal risk. This Skill grounds wills, trusts, probate, and succession answers in verified primary sources instead of memory. ## Core Features & Use Cases - Estate & Trust Counsel: Covers wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, beneficiary designations, and intestate succession. - Verified Authority Workflow: Routes multi-domain questions through the legal_consult gateway tool, or acts as an in-session specialist that verifies every cited statute against live primary sources before relying on it. - Zero-Fabrication Discipline: Never quotes estate/gift exemption amounts or computes controlling deadlines from snapshots; unverifiable items are labeled "ASSUMPTION (unverified)". - Use Case: A principal asks "what happens to my shares if I die?" The Skill establishes the governing state, checks current statutes via legal_state_legislation, and coordinates with legal-tax on estate and gift tax interactions. ## Quick Start Ask the assistant to review whether you need a trust for your business shares and have it verify the current rules for your state before answering.

Frequently Asked Questions about legal-estate

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

FAQPage Schema
How do I know if I need a trust or just a will?โ–ผ

The Skill analyzes your situation under the governing state's law, covering revocable and irrevocable trusts, probate avoidance, and succession goals. It establishes the applicable state first, then verifies current statutory rules before recommending a structure.

What happens to business shares when an owner dies?โ–ผ

The Skill addresses business-succession planning and intestate succession for operating entities, coordinating with legal-tax on estate and gift tax interactions. The answer depends on the governing state's law and any existing entity agreements.

Can it tell me the current estate tax exemption amount?โ–ผ

It never quotes exemption amounts, annual gift exclusions, or small-estate thresholds from memory because they are indexed or periodically adjusted. The current official publication is pulled at each use so the figure is accurate.

What happens if the legal_consult gateway is unavailable?โ–ผ

On a 503 or GC_BACKEND_UNAVAILABLE response, the Skill continues as an in-session specialist, verifying every cited authority against live primary sources like Justia, govinfo, and official court PDFs. Unverifiable items are labeled as unverified assumptions.

When should I use legal-tax instead of this Skill?โ–ผ

Business entity tax questions belong to legal-tax, not this Skill. Estate and gift tax interactions that arise from succession planning are handled here in coordination with legal-tax.