القائمة
Use when producing a source-cited summary of a will, trust, codicil, amendment, power of attorney, or advance directive for attorney review.
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
استنادا إلى تصنيف SOC المهني
Use when a privacy or security incident is suspected or confirmed — unauthorized access, ransomware, a lost device, a misdirected disclosure, an exposed database, or a vendor-reported incident — and counsel needs the incident organized: an incident-facts intake, a reportability question set, a notification-obligation inventory, contractual notice mapping, a working chronology, and an evidence-preservation checklist.
Use when producing a structured legal research memo in response to a specific legal question, organizing analysis using IRAC discipline (Question Presented, Brief Answer, Facts, Assumptions, Discussion/Analysis, Conclusion) with explicit sourcing requirements and attorney verification checkpoints.
Use when reviewing a non-disclosure or confidentiality agreement to produce a triage rating (route, flag, or stop), a structured risk summary, and prioritized redline points for attorney review.
Use when tracing the amendment history of a specific CFR section — what the text said on a given date, which Federal Register rulemakings amended it, and what version was in effect at a specific point in time — producing a date-stable history table for attorney review, verified through `connectors/ecfr.md` and `connectors/federal-register.md`.
Use when reviewing a product or service that may attract minors to organize audience-analysis facts, age-gating and parental-consent mechanics, data-minimization and profiling facts, and cross-jurisdiction age-threshold divergence for attorney review.
Use when reviewing a website or app's cookie and tracking consent implementation to inventory trackers against disclosure, describe consent-banner mechanics, record consent-record facts, and flag dark-pattern and cross-border divergence issues for attorney review.
| name | Estate Document Summary |
| description | Use when producing a source-cited summary of a will, trust, codicil, amendment, power of attorney, or advance directive for attorney review. |
| practice_area | trusts-estates |
| task_type | summarization |
| jurisdictions | [] |
| risk_level | medium |
| requires_attorney_review | true |
| inputs | ["The estate document(s) to summarize and the user's role and review purpose","Jurisdiction and governing law if stated in the document","Parties, fiduciaries, and beneficiaries as named in the document","Source references to articles, sections, or pages","Any related instruments (codicils, amendments) provided"] |
| outputs | ["Source-cited document summary and key terms table","Ambiguity list and missing-document list","Attorney verification checklist"] |
| related_skills | ["skills/trusts-estates/estate-planning-intake/SKILL.md","skills/trusts-estates/beneficiary-designation-review/SKILL.md","skills/trusts-estates/trust-administration-tracker/SKILL.md"] |
| tags | ["trusts-estates","attorney-review","document-summary","summarization","draft-work-product"] |
Produce a source-cited summary of a will, trust, codicil, trust amendment, power of attorney, advance directive, or related estate document — a key terms table, an ambiguity list, and verification items — so a qualified attorney can review the instrument. This skill summarizes what the document says; it concludes nothing about validity, capacity, or enforceability. It produces draft legal work product for attorney review — not legal advice.
[verify jurisdiction].If the document text, the user's role, or the review purpose is missing, record
it as not provided and return the missing-information list first.
Also out of scope (this skill does not): conclude whether a document is valid, properly executed, or enforceable; determine the testator's or grantor's capacity; determine the legal or tax effect of any provision; resolve an ambiguity; or constitute legal advice.
core/source-and-citation-discipline.md,
core/jurisdiction-and-deadline-gates.md, and
core/confidentiality-and-privilege.md.not found only after a full review.[deadline verification required].unknown, not found, not provided, or ambiguous. Use
[CONFIRM: ...], [VERIFY: ...], and [ATTORNEY TO CONFIRM: ...].skills/trusts-estates/references/issue-catalog.md
(Section 1) for the recurring patterns and questions to surface.The key terms table follows the Estate Document Summary Table structure in
skills/trusts-estates/references/output-patterns.md.