Individual skill

estate-document-organizer

Creates a master document inventory template for estate-critical records including legal documents, financial accounts, insurance policies, property records, and digital access information. Produces a categorized filing system with location tracking for each document. Use when the user asks about organizing estate documents, creating a document inventory, where to store important papers, or how to ensure family members can find critical records. Do NOT use for drafting legal documents, providing financial advice, or digital asset management specifically (use digital-estate-planner for comprehensive digital inventory).

src/process/resources/skills-library/bodies/skills/legal-civic/estate-document-organizer/SKILL.md

Source commit 4c030c7b01c241df7b6e3535635a970f10d781af

What was checked

Matches the observed repository HEAD

Yes

Scanner rules are current

No

Repository scan complete

No

Skill scan complete

Yes

Observed behavior

Not checked yet

Last checked

Nov 4, 2026

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