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estate-and-tax-brief

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Prepare a meeting-ready estate and tax brief for a household: opens with what was discussed and actioned since the last meeting, in the CRM (Wealthbox/Redtail/Salesforce), pulls the estate plan from the estate platform (Wealth.com: structure, signed status per document, balance sheet) plus the prior-year tax look-back and that year's tax constants, and cross-checks that against account titling and beneficiaries at the custodian, portfolio and alts platforms (Orion Connect/Addepar/CAIS/iCapital), surfacing unfunded trusts, titling mismatches and beneficiary gaps as prioritized flags. The only write is optional advisor-approved CRM follow-up tasks, shown for approval first. Never drafts trust language, gives legal advice, retitles an account or changes a beneficiary. Triggers on "estate brief", "estate meeting brief", "estate and tax brief", "estate plan review for [client]", "check [client]'s trust funding", "are [client]'s beneficiaries up to date", or "does [client]'s estate plan match their accounts".

skills/estate-and-tax-brief/SKILL.md

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Last checked
Nov 11, 2026

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148
Repository last updated
Nov 2, 2026
License
Apache-2.0

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# Estate & Tax Brief

Give an advisor a clear, meeting-ready read on whether a household's accounts are actually set up the way its estate plan intends — the mismatch between "what the documents say" and "what the accounts show" is where estate plans quietly fail, often unnoticed until it's too late to fix. Opens with what's already been discussed so the meeting doesn't retread old ground, and closes the loop by turning approved flags into tracked CRM follow-ups.

## Inputs

Required: **household name**. If not provided, ask before doing anything else.

**Disambiguation rule:** confirm the household before pulling anything, the same as every other skill in this plugin — if more than one household matches the name, show the candidates and ask which one before proceeding.

Once identity is confirmed, **pull from all connected sources in parallel** (Steps 1-4) — one slow or missing source degrades only its own section of the brief, not the rest. Before starting this multi-source pull, tell the advisor what you're about to gather and why, so a slow pull doesn't look like a silent hang. And once the household is known, don't ask "should I start?" — narrate what you're doing and go; the approval gates in this skill are the CRM writes in Step 8 and any format conversion at the end, not permission to begin.

## Data Gathering — Steps 1 through 4 run at the same time
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