| 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
- Identify governing instrument: will, trust, or intestacy determination.
- Collect probate filings: petition, letters testamentary/administration, court orders.
- Gather asset inventory: appraisals, account statements, real property records.
- Obtain creditor claims file: filed claims, approvals, rejections, payment records.
- Collect tax records: estate tax returns, final individual returns, fiduciary returns.
- Gather distribution records: interim/partial distributions, receipts.
- 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
