estate-admin-summary

name	estate-admin-summary
title	Estate Administration Summary
description	Produces structured status summaries of U.S. estate administration proceedings from probate filings, wills, asset inventories, creditor claims, tax records, and distribution documents. Covers decedent identification, asset catalog, creditor status, tax compliance, beneficiary tracking, legal hurdles, and remaining tasks. Use when summarizing estate progress, preparing executor status reports, onboarding to a probate matter, or briefing beneficiaries. Trigger keywords: estate summary, probate status, estate administration, executor report, estate inventory, creditor claims summary, estate tax compliance, beneficiary distribution.
author	CaseMark
author_url	https://github.com/CaseMark/skills/tree/main/skills/legal/estate-admin-summary
license	Apache-2.0
version	0.1.0
execution_mode	open
jurisdiction	us
practice	trusts-and-estates
language	en
tags	["summarization","summary","transactional"]

Estate Administration Summary

Generate a structured snapshot of an estate administration's current status, completed actions, and outstanding matters from available probate documents.

Prerequisites

1. Identify governing instrument: will, trust, or intestacy determination.
2. Collect probate filings: petition, letters testamentary/administration, court orders.
3. Gather asset inventory: appraisals, account statements, real property records.
4. Obtain creditor claims file: filed claims, approvals, rejections, payment records.
5. Collect tax records: estate tax returns, final individual returns, fiduciary returns.
6. Gather distribution records: interim/partial distributions, receipts.
7. Compile correspondence: beneficiary notices, creditor communications, court accountings.

Output Structure

1) Estate identification block

Field	Detail
Decedent	Name, date of death
Jurisdiction	State/county of administration
Case/Matter No.	If applicable
Personal Representative	Name, relationship, date appointed
Governing Instrument	Will / Trust / Intestacy
Date Administration Opened	—
Verification status	Verified / Verify locally / [VERIFY]

2) Asset inventory section

Organize by category with status tracking.

Category	Asset Description	Appraised/Est. Value	Status	Intended Beneficiary
Real Property			Held / Sold / Transferred
Financial Accounts			Liquidated / Open
Personal Property			Distributed / Held
Business Interests			Valued / Pending

• Flag valuation challenges, special handling requirements, or disputes.
• For distributed assets: note date, recipient, value transferred.

3) Creditor claims section

Creditor