estate-administration-summary

name	estate-administration-summary
title	Estate Administration Summary
description	Generates a structured U.S. estate administration/probate status summary covering decedent identifiers, asset inventory, creditor claims, distributions, tax compliance, disputes, and next steps with source citations. Trigger on requests for estate administration summary, probate status report, executor update, estate progress report, inventory and appraisal summary, creditor claims status, or distribution schedule summary.
author	CaseMark
author_url	https://github.com/CaseMark/skills/tree/main/skills/legal/estate-administration-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

Structured snapshot of probate/estate administration status: actions completed, outstanding issues, and remaining work.

Quick Start

1. Collect governing instruments (will, codicils, trust, intestacy determination), probate case data, asset inventory with appraisals, creditor records, beneficiary roster, tax filings, and any litigation filings.
2. Walk through each output section in order.
3. Cite every factual statement (document name + date + page/paragraph). Mark missing or uncertain facts UNKNOWN and list them in Open Questions.

Output Sections

1) Matter Header

Field	Value	Source
Decedent (full name)
Date of death
Domicile at death
Jurisdiction / court
Case number
Personal representative / executor
Relationship to decedent
Appointment date
Governing instrument	will / trust / intestacy
Bond required?	yes / no / unknown
Status as of	YYYY-MM-DD

2) Estate Snapshot

• Gross estate value (as of date):
• Known liabilities (as of date):
• Cash on hand / reserves:
• Distributions to date (total):
• Anticipated remaining duration:

3) Assets & Valuation

Asset	Category	Ownership/Title	Value (date)	Status	Beneficiary/Plan	Issues	Source
			retained/sold

4) Creditor Claims

Statutory claims deadline: [date] — Source: [cite]

Creditor	Amount Claimed	Priority Class	Status	Resolution Date	Notes