casemark/estate-administration-summary
skills/legal/estate-administration-summary/SKILL.md
Generates a structured U.S. estate administration/probate status summary covering decedent identifiers, asset inventory, creditor claims, distributions, tax compliance, disputes, and next steps with source citations. Trigger on requests for estate administration summary, probate status report, executor update, estate progress report, inventory and appraisal summary, creditor claims status, or distribution schedule summary.
$ install --global
skillsauthnpx skillsauth add casemark/skills estate-administration-summaryInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
Security Scan Results
3 of 9 scanners reported clean
Some scanners were skipped, did not run, or reported a non-clean status. Review each row below.
3
Scanners Passed
9
Scanners in report
Clean
TrivyContainer and dependency vulnerability scanner
95%
Clean
SemgrepStatic code analysis for vulnerabilities
95%
Clean
mcp-scan (Snyk)Model Context Protocol security validation
95%
Skipped
Snyk (dep)Open source security scanning
50%
Skipped
Socket.devSupply chain security analysis
50%
Skipped
VirusTotalMulti-engine malware detection
50%
Skipped
CrowdStrikeAdvanced threat intelligence
50%
Skipped
OSV-ScannerOpen Source Vulnerability database check
50%
Skipped
OWASP Dep-Check
50%
Last scanned: Aug 8, 2026, 4:09 AM220.7s1 file scanned
SKILL.md
- name:
- estate-administration-summary
- language:
- en
- description:
- Generates a structured U.S. estate administration/probate status summary covering decedent identifiers, asset inventory, creditor claims, distributions, tax compliance, disputes, and next steps with source citations. Trigger on requests for estate administration summary, probate status report, executor update, estate progress report, inventory and appraisal summary, creditor claims status, or distribution schedule summary.
Estate Administration Summary
Structured snapshot of probate/estate administration status: actions completed, outstanding issues, and remaining work.
Quick Start
- Collect governing instruments (will, codicils, trust, intestacy determination), probate case data, asset inventory with appraisals, creditor records, beneficiary roster, tax filings, and any litigation filings.
- Walk through each output section in order.
- Cite every factual statement (document name + date + page/paragraph). Mark missing or uncertain facts
UNKNOWNand list them in Open Questions.
Output Sections
1) Matter Header
Field | Value | Source --- | --- | --- Decedent (full name) | | Date of death | | Domicile at death | | Jurisdiction / court | | Case number | | Personal representative / executor | | Relationship to decedent | | Appointment date | | Governing instrument | will / trust / intestacy | Bond required? | yes / no / unknown | Status as of | YYYY-MM-DD |
2) Estate Snapshot
- Gross estate value (as of date):
- Known liabilities (as of date):
- Cash on hand / reserves:
- Distributions to date (total):
- Anticipated remaining duration:
3) Assets & Valuation
Asset | Category | Ownership/Title | Value (date) | Status | Beneficiary/Plan | Issues | Source --- | --- | --- | --- | --- | --- | --- | --- | | | | retained/sold | | |
4) Creditor Claims
Statutory claims deadline: [date] — Source: [cite]
Creditor | Amount Claimed | Priority Class | Status | Resolution Date | Notes | Source --- | --- | --- | --- | --- | --- | --- | | | approved/rejected/paid/pending | | |
5) Distributions
Recipient | Relationship | Asset/Cash | Value | Date | Authority | Source --- | --- | --- | --- | --- | --- | --- | | | | | order/consent |
6) Tax Compliance
- [ ] Final individual return (Form 1040) — date:
- [ ] Fiduciary returns (Form 1041 / state) — periods:
- [ ] Estate tax return required? (Form 706 / state) — basis:
- [ ] Taxes paid / liabilities outstanding:
- [ ] Audits, notices, or disputes:
7) Disputes / Litigation
Issue | Parties | Procedural Status | Next Deadline | Impact on Administration | Source --- | --- | --- | --- | --- | --- | | | | |
8) Administration Timeline
Date | Event | Source --- | --- | --- | |
9) Beneficiary Communications & Accountings
- Beneficiaries notified (date/method):
- Missing, minor, or incapacitated beneficiaries:
- Accountings delivered or filed (type/date):
- Objections or concerns raised:
10) Remaining Tasks & Forecast
Task | Dependency | Target Date | Risk/Notes | Source --- | --- | --- | --- | --- | | | |
11) Open Questions / Missing Docs
- [List each unknown, missing document, or unresolved issue]
Pitfalls & Checks
- No legal opinions. Use neutral, factual language throughout.
- "As of" qualifiers. Every amount and date must state its reference date and cite the source.
- Do not infer deadlines or priority rules. If not documented, mark
UNKNOWNand flag as state-specific. - Conflicting data. Only reconcile when the source hierarchy is explicit; otherwise present both values and note the conflict.
- Redact PII. Mask SSNs, full account numbers, and other sensitive identifiers.
- Unverified citations. Tag with
[VERIFY]. - Jurisdiction terminology. Use probate terms consistent with the governing state's courts.
Related Skills
casemark/medical-records-gap-analysis
tools
VerifiedTrustedCommunity
Audits the complete in-scope medical-record universe in a litigation matter and produces an attorney-facing, Bates-cited analysis of treatment gaps, missing records or providers, baseline coverage, material billing or production mismatches, and complaint evolution. Use when asked to find missing medical records, analyze treatment gaps or first-care timing, identify absent providers, assess whether a production is complete, or prepare a records-request target list. Use medical-record-chronology instead when the primary request is a chronological clinical narrative.
40SKILL.mdUpdated Sep 3, 2026
casemark/private-placement-memo
development
VerifiedTrustedCommunity
Drafts a legally compliant Private Placement Memorandum for Regulation D offerings (Rule 506(b)/506(c)), covering full disclosure framework including risk factors, capitalization, securities terms, use of proceeds, and investor qualification requirements. Enforces SEC anti-fraud compliance under Section 10(b)/Rule 10b-5, blue sky law considerations, and accredited investor verification under Rule 501. Use this skill when drafting PPMs, offering memorandums, Reg D disclosure documents, or private offering circulars for issuers raising capital from sophisticated investors. Also trigger when the user mentions private placement disclosure, offering memorandum, Reg D fundraising, or accredited investor verification. Even if the user just says "PPM" or "draft our offering memo," use this skill.
40SKILL.mdUpdated Apr 17, 2026
casemark/privacy-law-updates
data-ai
VerifiedTrustedCommunity
Generates structured privacy and data protection law briefings across US, EU, UK, and other jurisdictions. Organizes by jurisdiction with compliance deadlines, enforcement actions, and legislative changes. Use when preparing privacy law briefings, compliance updates, regulatory change summaries, or data protection landscape reviews.
40SKILL.mdUpdated Apr 17, 2026
casemark/prior-art-summary
testing
VerifiedTrustedCommunity
Generates structured summaries of prior art references for patent prosecution, validity analysis, and freedom-to-operate assessments. Maps disclosures to claim elements with precise citations. Use when summarizing prior art, analyzing patent landscapes, mapping references to claims, or preparing office action responses.
40SKILL.mdUpdated Apr 17, 2026