estate-overview

name	estate-overview
description	Query the estate knowledge graph for family ownership maps, entity hierarchies, net worth by jurisdiction, and critical dates. Use when reviewing the overall estate structure, preparing for attorney meetings, or checking entity status.

Estate Overview

Tool Mapping (estate-planning + finance-graph)

Task	Tool
List family members	estate-planning.list_people
Person details + ownership	estate-planning.get_person
List entities	estate-planning.list_entities (filter by type, jurisdiction, status)
Entity details	estate-planning.get_entity (ownership, documents, critical dates)
List assets (ownership snapshot)	estate-planning.list_assets (filter by type, jurisdiction, owner)
Ownership hierarchy	estate-planning.get_ownership_graph (full graph or per-person transitive)
Net worth	estate-planning.get_net_worth (by person, jurisdiction, or total)
Critical dates	estate-planning.get_upcoming_dates (next N days)
Link document	estate-planning.link_document (connect Paperless doc to entity/asset)
Valuation history / finance facts	finance-graph.list_valuation_observations and related finance tools

Routing Boundary

• Use estate-planning for legal ownership, succession structure, and compliance-state reporting.
• Use finance-graph for valuation history and statement facts (PL/CFS/BS, XBRL/OCF).
• Use us-legal.search_court_opinions for case law context on trust/estate structuring decisions.
• Use us-legal.search_bills for pending trust/estate legislation that may affect structuring.
• Do not write finance-fact payloads back into estate-planning records.
• If tax modeling is needed from this workflow, hand off to household-tax.

Full Estate Snapshot Workflow

Step 1: People

estate-planning.list_people — all family members with citizenship and residency status. For each person of interest: estate-planning.get_person for entity ownership and linked documents.

Step 2: Entity Hierarchy

estate-planning.list_entities — all trusts, LLCs, corps, HUFs with status and jurisdiction. Group by:

• Jurisdiction (US entities vs India entities)
• Type (trusts vs operating entities vs holding entities)
• Status (active vs dissolved vs pending)

Step 3: Ownership Graph

estate-planning.get_ownership_graph — full ownership hierarchy showing who owns what. For a specific person: estate-planning.get_ownership_graph(person_id=X) for transitive ownership (A owns B owns C → A effectively owns C with computed percentage).

Step 4: Assets

estate-planning.list_assets — all assets with current valuation snapshots and owners. Use finance-graph valuation-observation tools when trend history is needed. Group by:

• Type (real estate, securities, bank accounts, vehicles)
• Jurisdiction
• Owner (direct person ownership vs entity ownership)

Step 5: Net Worth

estate-planning.get_net_worth — aggregated by jurisdiction and currency. For a specific person: includes both direct and indirect (through entity) ownership.

Step 6: Critical Dates

estate-planning.get_upcoming_dates(days=90) — filing deadlines, renewals, distributions, reviews. Flag overdue items (due_date < today).

Output Format

## Estate Snapshot — [Date]

### Family Members
| Name | Citizenship | Residency | Tax ID Type |
|------|-------------|-----------|-------------|

### Entities (Active)
| Entity | Type | Jurisdiction | Formation | Tax ID |
|--------|------|-------------|-----------|--------|

### Ownership Graph
[Hierarchy showing person → entity → entity → asset chains]

### Net Worth by Jurisdiction
| Jurisdiction | Currency | Value | Asset Count |
|-------------|----------|-------|-------------|

### Upcoming Critical Dates (90 days)
| Date | Type | Entity/Asset | Description |
|------|------|-------------|-------------|

### Document Gaps
[Entities or assets missing linked documents]

Multi-Jurisdiction Notes

United States

• Entities: Revocable/Irrevocable Trust, LLC, S-Corp, C-Corp, LP
• Tax IDs: SSN (people), EIN (entities)
• Key formation states: DE, WY, NV (favorable laws)
• Annual requirements: state filings, franchise tax, registered agent

India

• Entities: HUF, Private Trust, Private Ltd, LLP
• Tax IDs: PAN (people + entities), TAN (TDS deductors)
• NRI/OCI status affects: property ownership rules, FEMA compliance, tax residency
• HUF: Karta manages, ancestral property rules apply