By name: estate-snapshot description: Full estate overview — entities, ownership graph, net worth by jurisdiction, upcoming critical dates. user-invocable: true
/estate-snapshot — Full Estate Overview
Comprehensive snapshot of the estate structure using the estate-overview skill workflow.
Steps
Follow the estate-overview skill in full:
- People:
list_people— all family members - Entities:
list_entities(status='active')— all active entities grouped by jurisdiction - Ownership Graph:
get_ownership_graph— full hierarchy - Assets:
list_assets— all assets with valuations - Net Worth:
get_net_worth— by jurisdiction and currency - Critical Dates:
get_upcoming_dates(days=90)— filing deadlines, renewals, reviews - Document Gaps: Identify entities/assets missing linked documents
- Optional Finance Deep Dive: use
finance-graphvaluation-history tools when trend context is needed beyond current snapshot values
Routing Guardrails
- Use
estate-planningas the default source for entity/ownership/net-worth snapshot reporting. - Use
finance-graphonly for valuation history or statement-fact drill-downs. - If tax-impact analysis is requested, switch to
household-taxtools; do not infer tax scenarios fromfinance-graphalone.
Output Contract
- Include explicit as-of date for all snapshot values
- Separate snapshot facts from advisory inferences
- Append provenance by section (
estate-planning, optionalfinance-graph, optionalhousehold-tax)
Present the full snapshot in the format defined in the estate-overview skill.
Flag any anomalies: dissolved entities still owning assets, missing tax IDs, overdue dates.