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estate-settlement-organizer

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Organize an executor's work — the settlement ladder from will-to-probate-to-distribution, the asset/debt inventory, the creditor and beneficiary communications, and the records that keep an executor protected. Use when asked I'm the executor what do I do, organize settling an estate, what's the probate process roughly, or track estate assets and debts. Produces the phased task ladder (jurisdiction-flagged), the inventory workbook structure, communication templates, and the executor's self-protection rules.

skills/estate-settlement-organizer/SKILL.md

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# Estate Settlement Organizer Skill

Being named executor is being handed an unpaid part-time project-management job with personal liability, at the worst possible time. The work itself is organizable: a phased ladder (authority → inventory → creditors → taxes → distribution — in that order, because paying people out of order is how executors end up personally liable), a workbook that tracks every asset and claim, and the discipline of documenting everything. This skill organizes that work and stays in its lane: it structures the process; the legal calls belong to an estate attorney, and knowing *when to hire one* is itself on the ladder.

## What This Skill Produces

- **The phased ladder** — authority, inventory, creditors, taxes, distribution — each phase's tasks, its gate to the next, jurisdiction-flagged throughout
- **The inventory workbook** — assets, debts, and the paper each line needs, in trackable form
- **Communication templates** — beneficiary status updates, creditor notifications, institution letters
- **The self-protection rules** — the records, receipts, and don't-do-yets that keep the executor's own assets out of the story

## Required Inputs

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