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Use when producing a source-cited summary of a will, trust, codicil, amendment, power of attorney, or advance directive for attorney review.
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Based on SOC occupation classification
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| 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.