Individual skill
wealth-advisory-planner
Structured wealth advisory planning for private wealth teams. Produces JSON outputs for Roth conversion and RMD analysis, ILIT Crummey funding implementation, GRAT vs CRAT trust comparisons, and combined estate liquidity action plans. Use when the task involves a client from the advisory environment, an answer_template.json with wealth advisory fields, API calls to the advisory API surface (clients, source documents, retirement accounts, life insurance, trust candidates, tax policies, RMD factors), or request memos referencing Roth conversions, ILIT, Crummey notices, GRAT, CRAT, estate liquidity, or source document conflict resolution.
experiments/codex_skill_creator_comparison_deepseek_v4_pro_max/reports/skills/task_group_008/fewshot/deepagents/fewshot_attempt_03/SKILL.md
Source commit 5082a777379156a048881e94940d640702e5e09a
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- Last checked
- Nov 6, 2026
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- Repository last updated
- Oct 29, 2026
- License
- Apache-2.0
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- agent Repository topic
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- llm Repository topic
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- self-learning Repository topic
- skills Repository topic
- finance Derived category
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SKILL.mdcore · 5,791 bytesSKILL.mdcore · 5,791 bytesSKILL.mdcore · 5,791 bytesSKILL.mdcore · 5,791 bytesSKILL.mdcore · 5,791 bytesreferences/analysis_types.mddoc · 7,497 bytesreferences/answer_templates.mddoc · 4,386 bytesreferences/api_surface.mddoc · 2,316 bytesreferences/source_resolution.mddoc · 2,269 bytesscripts/verify.pyruns · 1,035 bytes
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# Wealth Advisory Planner
## Overview
This skill produces structured JSON planning outputs for private wealth advisory engagements. It fetches from the advisory API, resolves conflicts across source documents, performs domain calculations, and returns JSON conforming to the supplied answer template.
## Workflow
1. Read the task `input/prompt.txt`, `input/payloads/request_memo.md`, and `input/payloads/answer_template.json`.
2. Extract `client_id` and `analysis_type` from the memo and template.
3. Gather data from the advisory API (see [references/api_surface.md](references/api_surface.md)).
4. Resolve source conflicts (see [references/source_resolution.md](references/source_resolution.md)).
5. Execute the analysis (see [references/analysis_types.md](references/analysis_types.md)).
6. Fill the answer template conforming to [references/answer_templates.md](references/answer_templates.md).