Individual skill

wealth-advisory

Private wealth advisory planning engine that produces structured JSON analyses from an advisory API environment. Use when the user asks to prepare a planning output for a client using a supplied API base URL, or when the task involves Roth conversion RMD analysis, ILIT Crummey funding, GRAT-versus-CRAT trust comparison, or estate liquidity action plans. Triggers on phrases like "Prepare the requested structured planning output for client", "advisory API", "Roth conversion", "ILIT", "GRAT", "CRAT", "Crummey", "estate liquidity", "retirement accounts", "trust comparison", or when answer templates with enums like STAGED_ROTH_CONVERSION or FUND_WITH_CRUMMEY_NOTICES appear in context.

experiments/codex_skill_creator_comparison_deepseek_v4_pro_max/reports/skills/task_group_008/fewshot/deepagents/fewshot_attempt_02/SKILL.md

Source commit 5082a777379156a048881e94940d640702e5e09a

What was checked

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Yes

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No

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No

Observed behavior

Not checked yet

Last checked

Nov 6, 2026

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