Individual skill
wealth-advisory-json
Produce JSON-only private wealth advisory planning outputs from the task-group advisory API, including Roth conversion and RMD summaries, ILIT Crummey funding checks, GRAT versus CRAT comparisons, and estate liquidity action plans. Use when a prompt asks for a client-specific structured planning object, exact schema compliance, source resolution across conflicting records, or any similar advisory memo that must be returned as JSON rather than prose.
experiments/codex_skill_creator_comparison_gpt5_5_xhigh/reports/skills/task_group_008/fewshot/opencode/fewshot_attempt_01/SKILL.md
Source commit 5082a777379156a048881e94940d640702e5e09a
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- Last checked
- Nov 6, 2026
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- Oct 29, 2026
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- Apache-2.0
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# Wealth Advisory JSON Planner
Use this skill for client-specific advisory outputs that must exactly follow a JSON schema.
## Workflow
1. Read the prompt, request memo, and answer template first.
2. Identify the template family and the required top-level keys.
3. Query `API_BASE` for the controlling records and supporting policy data.
4. Resolve conflicts by source authority, not by recency. See [references/workflow.md](references/workflow.md).
5. Build the final object with the exact keys, enums, number types, and date formats from the template.
6. Return JSON only.
## Output rules
- Use JSON numbers for USD amounts and round to cents.