| 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
- 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.
- Walk through each output section in order.
- 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 |
|---|
