succession-planning-summary

name	succession-planning-summary
title	Succession Planning Summary
description	Synthesizes wills, trusts, beneficiary designations, powers of attorney, and healthcare directives into a unified estate succession reference document. Covers asset distribution maps, trust structures, fiduciary appointments, special provisions, and administration timelines. Use when onboarding to an estate matter, preparing executor guides, summarizing estate plans, or bridging complex instruments with practical implementation steps.
author	CaseMark
author_url	https://github.com/CaseMark/skills/tree/main/skills/legal/succession-planning-summary
license	Apache-2.0
version	0.1.0
execution_mode	open
jurisdiction	general
practice	trusts-and-estates
language	en
tags	["summarization","summary","transactional"]

Succession Planning Summary

Produces a single reference document that consolidates all estate planning instruments for executors, trustees, and beneficiaries.

Header disclaimer: This summary does not replace legal counsel. Mark unverified or ambiguous provisions with [REQUIRES LEGAL REVIEW].

Prerequisites

1. Estate planning instruments — wills, codicils, trust agreements, beneficiary designation forms
2. Fiduciary documents — powers of attorney, healthcare directives/proxies
3. Asset inventory — real property, financial accounts, business interests, significant personal property
4. Amendments or restatements — with dates, to establish document priority

Quick Start

1. Collect all instruments and confirm which is most recent for each category
2. Build the executive overview table (plan structure, beneficiaries, fiduciaries)
3. Map every asset to its transfer mechanism (probate, trust, or beneficiary designation)
4. Document each trust, fiduciary appointment, and special provision
5. Draft the administration timeline with statutory deadlines
6. Flag gaps, conflicts, and time-sensitive items

Output Structure

1. Executive Overview

Element	Content
Plan structure	Revocable trust-centered, will-based, or hybrid
Primary beneficiaries	Named individuals/entities with relationship
Major asset categories	Real property, financial, business, personal property
Distribution philosophy	Equal split, needs-based, conditional, phased
Key fiduciaries	Executor, trustee(s), guardian(s)

2. Asset Distribution Map

Organize by transfer mechanism. Use this table for each asset:

Asset	Transfer Mechanism	Primary Beneficiary	Contingent Beneficiary	Conditions
{asset}	probate / trust / beneficiary designation	{name, %}	{name, %}	{if any}

Probate assets: specific bequests, percentage/residuary allocations, contingent chains. Non-probate transfers: beneficiary designations (retirement, life insurance, POD/TOD), joint tenancy, trust-funded assets.