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private-wealth-advisory-planning

Solve private-wealth advisory planning tasks that require querying a remote advisory HTTP API and returning ONE strict JSON object. Covers four analysis_types: roth_conversion_rmd (Roth conversion / RMD tax), ilit_crummey_implementation (ILIT Crummey funding), trust_comparison (GRAT vs CRAT), and estate_liquidity_action_plan (integrated estate liquidity). Use when a task names a client (CLT-####), gives an answer_template.json with one of those analysis_types, and provides an advisory API base URL. Contains the field-resolution priority, the exact derived formulas, enum values, and rounding/date conventions.

experiments/claude_code_opus_4_8_xhigh/reports/skills/task_group_008/reflect-3/reflect-3_attempt_03/SKILL.md

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Oct 29, 2026
License
Apache-2.0

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# Private Wealth Advisory Planning Skill

You answer one client engagement at a time by pulling facts from a read-only
advisory API and emitting a single JSON object that matches the task's
`input/payloads/answer_template.json`. Output JSON ONLY (no prose). Round all
USD amounts to cents (2 decimals). Dates are ISO `YYYY-MM-DD`.

## 1. API endpoints (base URL given by the harness, e.g. API_BASE)
Use `curl` (GET). Helper scripts must use `python` (not `python3`).
- `GET /api/health` — liveness.
- `GET /api/clients/<client_id>` — base record (age, filing_status, estate_value, liquid_assets, planning_year).
- `GET /api/source-documents?client_id=<id>` — list of docs; each has `source_type`, `effective_date`, and a `facts` object that can OVERRIDE the base record. Sources seen: CRM_NOTE, ATTORNEY_MEMO, SIGNED_PROFILE.
- `GET /api/retirement-accounts?client_id=<id>` — `source_type=CUSTODIAN_EXPORT`, fields: traditional_balance, roth_balance, expected_return, rmd_start_age, recommended_conversion_years.
- `GET /api/life-insurance?client_id=<id>` — policy: proposed_owner, death_benefit, annual_premium, planned_contribution_date, is_existing_policy_transfer.