document-generation

name	document-generation
description	Generate estate planning documents using python-docx and Jinja2 templates. Covers trust amendments, LLC agreements, powers of attorney, and other estate documents. Generated docs are uploaded to Paperless-ngx.

Document Generation

Approach

Use python-docx + Jinja2 templates stored in ~/personal/servers/estate-planning-mcp/templates/. This is more flexible than Docassemble for family office documents that require customization per entity and jurisdiction.

Tool Routing

• estate-planning: entity/person/ownership context and document linkage metadata
• paperless: uploaded document storage, tags, correspondents, and retrieval
• household-tax: only when tax-language assumptions are required for narrative sections
• finance-graph: only when valuation history must be cited inside a document appendix
• Do not write finance-fact payloads into estate-planning document metadata

Template Types

Template	Use Case	Key Variables
trust-amendment	Modify trust provisions	trust_name, amendment_number, changes, effective_date
llc-operating-agreement	New LLC formation	llc_name, members, percentages, jurisdiction, manager
power-of-attorney	Grant POA	principal, agent, scope, jurisdiction, effective_date
certificate-of-trust	Prove trust existence	trust_name, trustee, formation_date, jurisdiction
assignment-of-assets	Transfer assets to entity	asset_description, from_party, to_entity, date
beneficiary-designation	Designate beneficiaries	account, primary_beneficiary, contingent, percentages

Generation Workflow

Step 1: Gather Data from Estate Graph

Query estate-planning for:

• Entity details: get_entity (name, type, jurisdiction, formation date, grantor, trustee)
• People details: get_person (legal name, address, tax ID)
• Ownership: get_ownership_graph (current ownership structure)
• Existing documents: linked docs to avoid duplication

Step 2: Select Template

Match the document need to a template. If no template exists:

• Note the gap
• Generate the document from scratch using python-docx
• Save the new template for future use

Step 3: Fill Template Variables

Map estate-planning data to template variables:

• Legal names (not preferred names)
• Full addresses
• Tax IDs (only when required by the document type)
• Dates in jurisdiction-appropriate format
• Entity-specific terms (e.g., "Member" for LLC, "Beneficiary" for trust)

Step 4: Generate Document

Execute python-docx code to render the template with variables. Apply formatting:

• Professional formatting (margins, fonts, spacing)
• Page numbers
• Signature blocks with date lines
• Notary acknowledgment blocks where required

Step 5: Upload to Paperless-ngx

Via paperless tools:

1. Upload the generated .docx as a new document
2. Title: [Doc Type] - [Entity Name] - YYYY-MM-DD
3. Tags: legal, appropriate secondary tags
4. Correspondent: The entity or attorney
5. Link in estate-planning: link_document (or upsert_document_metadata) to associate with entity/asset

Output Contract

Return:

• Generated document filename and template used
• Linked paperless_doc_id
• Linked estate object IDs (entity_id / asset_id / person_id)
• Open attorney-review flags (witness/notary/jurisdiction-specific checks)

Important Constraints

• Not legal advice: All generated documents should be reviewed by a qualified attorney
• Wet signatures required: Estate docs (wills, trusts, deeds) require wet signatures and often notarization — e-sign is insufficient
• Jurisdiction-specific: Templates must account for jurisdiction-specific requirements (e.g., witness requirements, notary formats differ by state)
• Version control: Always include amendment number and effective date; never overwrite prior versions
• Confidential: Generated documents contain sensitive information (tax IDs, ownership, valuations)