Individual skill
wealth-advisory-json
Use this skill whenever the user asks for a client-specific private wealth advisory JSON output using a request memo, answer_template.json, and an advisory API. It is for estate liquidity plans, Roth conversion and RMD projections, ILIT/Crummey administration, GRAT versus CRAT comparisons, trust-transfer recommendations, and similar wealth-planning tasks. Use it even when the user only says to prepare the structured planning output or return the final JSON.
experiments/codex_skill_creator_comparison_gpt5_5_xhigh/reports/skills/task_group_008/fewshot/opencode/fewshot_attempt_03/SKILL.md
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- Last checked
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- Oct 29, 2026
- License
- Apache-2.0
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# Wealth Advisory JSON
Use this skill to produce a final JSON object for private wealth advisory planning tasks. The local `answer_template.json` is the output contract; the API data and local request memo are the evidence. The answer should be client-specific and numerical, not a generic planning memo.
## First Pass
1. Read the task prompt, the request memo, and `input/payloads/answer_template.json`.
2. Extract `client_id`, engagement/topic, planning year, and any horizon year from the memo. If the memo gives a horizon, use it for projection fields.
3. Use the task-provided API base URL, usually `API_BASE`, and fetch only the advisory endpoints made available by the task environment.
4. Build a client data packet before calculating. You may use the bundled helper:
```bash
python scripts/fetch_case_data.py CLIENT_ID --out /tmp/advisory_case.json
```