القائمة
Use when building a source-cited trust administration task tracker for attorney review, without approving distributions or determining entitlement.
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 | Trust Administration Tracker |
| description | Use when building a source-cited trust administration task tracker for attorney review, without approving distributions or determining entitlement. |
| practice_area | trusts-estates |
| task_type | extraction |
| jurisdictions | [] |
| risk_level | high |
| requires_attorney_review | true |
| inputs | ["Trustee identity, jurisdiction, and the trust's status","The trust instrument and the user's role and review purpose","Trust assets, beneficiaries, distributions, and accountings as provided","Notices, tax documents, and fiduciary communications as provided","Source references to trust articles, statements, notices, or pages"] |
| outputs | ["Source-cited trust administration task tracker","Missing-facts list and open-dispute list","Attorney verification items"] |
| related_skills | ["skills/trusts-estates/estate-document-summary/SKILL.md","skills/trusts-estates/fiduciary-duty-issue-spotter/SKILL.md","skills/trusts-estates/asset-liability-inventory-builder/SKILL.md"] |
| tags | ["trusts-estates","attorney-review","trust-administration","extraction","draft-work-product"] |
Build a source-cited trust administration task tracker — with a source, responsible party, status, dependency, and missing facts for each task — so a qualified attorney can supervise the administration. This skill organizes and tracks tasks; it approves no distribution and determines no beneficiary entitlement. It produces draft legal work product for attorney review — not legal advice.
[verify jurisdiction].[deadline verification required].If the trustee, the jurisdiction, or the trust instrument is missing, record it
as not provided and return the missing-information list first.
Also out of scope (this skill does not): approve a distribution; determine beneficiary entitlement; determine whether the trustee has met fiduciary duties; interpret the trust; calculate a deadline or a tax; or constitute legal advice.
core/source-and-citation-discipline.md,
core/jurisdiction-and-deadline-gates.md, and
core/confidentiality-and-privilege.md.[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 3) for the recurring fiduciary patterns and questions to surface.[deadline verification required]).The administration task tracker follows the Trust Administration Tracker
structure in skills/trusts-estates/references/output-patterns.md.