Individual skill

wealth-advisory-planner

Complete private wealth advisory planning tasks for trust and estate practitioners. Use when the request involves structured planning output for a client identified by a CLT-* ID, requires JSON output conforming to an answer template, mentions Roth conversions/RMD projections, ILIT/Crummey funding, GRAT vs CRAT comparisons, estate liquidity action plans, or references a task-group advisory API with endpoints like /api/clients, /api/source-documents, /api/retirement-accounts, /api/life-insurance, /api/trust-candidates, /api/policies/tax, or /api/rmd-factors. Also use when the prompt mentions an "API_BASE" variable or a local request memo paired with an answer template.

experiments/codex_skill_creator_comparison_deepseek_v4_pro_max/reports/skills/task_group_008/fewshot/opencode/fewshot_attempt_03/SKILL.md

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Last checked: Nov 6, 2026

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Repository stars (not skill ratings): 121
Repository last updated: Oct 29, 2026
License: Apache-2.0

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SKILL.mdcore · 4,606 bytes
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references/analysis-types.mddoc · 11,478 bytes
references/api-endpoints.mddoc · 5,385 bytes
references/source-resolution.mddoc · 3,148 bytes

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# Wealth Advisory Planner

Support a private wealth advisory team by producing structured JSON planning outputs from the task-group advisory API. The environment always contains client records, source documents, account exports, life-insurance records, trust candidates, tax policy constants, and RMD factors.

## Output discipline

Return only a JSON object that matches the answer template provided in the task payload. Do not include prose, markdown fences, explanations, or surrounding text. The response must start with `{` and end with `}`.

Every field in the template's `required_top_level_keys` must appear. Use the types and enums specified in the template's `fields` section. USD amounts must be JSON numbers rounded to two decimal places (cents). Dates must be ISO strings (`YYYY-MM-DD`). Boolean fields must be JSON `true` or `false`, not strings. Enum values must be exactly one of the allowed strings.

If the template specifies an ordering rule (e.g. `action_set` sorted alphabetically), follow it. Otherwise object key order is not constrained but the top-level keys listed in `required_top_level_keys` must all be present.

## API interaction