Individual skill

estate-planning-kit

Get your affairs in order before you need to — a will/beneficiary/healthcare-directive checklist and the 'what my family needs to find' document, in the right order. Use when asked to help with estate planning, make a will checklist, get my affairs in order, or prepare what my family needs if something happens to me. Produces the estate-planning checklist ranked by priority, the document-locator sheet, the key decisions to make, and the professional-help flags — for the living, not the executor. Complements the estate/after-death pack.

skills/estate-planning-kit/SKILL.md

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Nov 10, 2026
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MIT

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# Estate Planning Kit

Most people avoid estate planning because it's morbid and unclear where to start — so their family inherits a scavenger hunt on top of grief. This is the *before* version: the ordered checklist of what to set up (will, beneficiaries, directives), the one document that tells your family where everything is, and honest flags for when you need a lawyer, not a template.

> Not legal or financial advice. Wills, trusts, and directives are governed by local law — this organises the work and flags where a professional is required; it does not replace one.

## What This Skill Produces

- **The priority checklist** — what to put in place, ordered by "if only one thing, do this"
- **The document-locator sheet** — the "what my family needs to find and where" document (accounts, policies, passwords vault, key contacts)
- **The key decisions** — the choices only you can make (executor, guardians, beneficiaries, care wishes)
- **Professional-help flags** — where a template is fine vs. where a lawyer/advisor is required

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