Agent skill

Estate Planning Kit

by mohitagw15856 in mohitagw15856/pm-claude-skills

Get your affairs in order before you need to — a will/beneficiary/healthcare-directive checklist and the 'what my family needs to find' document, in the right order.

MITAuto-check passed

Install Estate Planning Kit

skills CLI
$ npx skills add mohitagw15856/pm-claude-skills --skill estate-planning-kit -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install mohitagw15856/pm-claude-skills estate-planning-kit --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/estate-planning-kit .claude/skills/estate-planning-kit && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
estate-planning-kit
GitHub stars
1.4k
Token cost
~1.1k tokens
SKILL.md length
520 words
Files
1
Skills in repo
1,348
Repo updated
First seen
Licence
MIT

At a glance

Get your affairs in order before you need to — a will/beneficiary/healthcare-directive checklist and the 'what my family needs to find' document, in the right order.

  • Works in 5 steps: Beneficiaries first.… → A will (and guardians if you have kids).… → Healthcare directive + power of… → …
  • Asked to help with estate planning
  • SKILL.md covers What This Skill Produces, Required Inputs, Framework: In the Right Order and Output Format, plus 3 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Estate Planning Kit is an agent skill from mohitagw15856/pm-claude-skills. Get your affairs in order before you need to — a will/beneficiary/healthcare-directive checklist and the 'what my family needs to find' document, in the right order. Use when asked to help with estate planning, make a will checklist, get my affairs in order, or prepare what my family needs if something happens to me. Produces the estate-planning checklist ranked by priority, the document-locator sheet, the key decisions to make, and the professional-help flags — for the living, not the executor. Complements the…

Its SKILL.md is about 1.1k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

The repository describes itself as: 1255 professional Agent Skills for Claude, ChatGPT, Gemini, Cursor & Codex — PRDs, postmortems, leases, medical bills, layoffs, go-bags, new countries. Plain markdown, MIT, in… The licence is MIT.

When your agent uses it

  • Asked to help with estate planning
  • Make a will checklist
  • Get my affairs in order
  • Prepare what my family needs if something happens to me

Example prompts

  • “what my family needs to find”
  • “/estate-planning-kit”

Workflow steps

5 steps, taken from the first numbered list in SKILL.md.

  1. Beneficiaries first. Retirement/insurance beneficiary designations override a will and take minutes — the highest-leverage, most-skipped…
  2. A will (and guardians if you have kids). Who gets what, and who raises your children — the decision that most needs to be explicit.
  3. Healthcare directive + power of attorney. Who decides for you if you can't — medical and financial.
  4. The locator document. Where everything lives, so nothing is lost to a forgotten account.
  5. Know when to escalate. Trusts, business succession, cross-border, or special-needs planning need a professional — flag, don't wing.

What it can do on your machine

Read from SKILL.md and the folder at commit 1cbf1f0. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Estate Planning Kit loads about 1.1k tokens when it runs. Until then it costs about 140 tokens; SKILL.md has 520 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~140
When it runs · the whole SKILL.md, loaded when a task matches
~1.1k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from mohitagw15856/pm-claude-skills at commit 1cbf1f0, republished under its MIT licence (© mohitagw15856). 520 words, ~1,120 tokens.

Download SKILL.mdSave it as .claude/skills/estate-planning-kit/SKILL.md (or your agent's skills folder).
name
estate-planning-kit
description
Get your affairs in order before you need to — a will/beneficiary/healthcare-directive checklist and the 'what my family needs to find' document, in the right order. Use when asked to help with estate planning, make a will checklist, get my affairs in order, or prepare what my family needs if something happens to me. Produces the estate-planning checklist ranked by priority, the document-locator sheet, the key decisions to make, and the professional-help flags — for the living, not the executor. Complements the estate/after-death pack.

Estate Planning Kit

Most people avoid estate planning because it's morbid and unclear where to start — so their family inherits a scavenger hunt on top of grief. This is the before version: the ordered checklist of what to set up (will, beneficiaries, directives), the one document that tells your family where everything is, and honest flags for when you need a lawyer, not a template.

Not legal or financial advice. Wills, trusts, and directives are governed by local law — this organises the work and flags where a professional is required; it does not replace one.

What This Skill Produces

  • The priority checklist — what to put in place, ordered by "if only one thing, do this"
  • The document-locator sheet — the "what my family needs to find and where" document (accounts, policies, passwords vault, key contacts)
  • The key decisions — the choices only you can make (executor, guardians, beneficiaries, care wishes)
  • Professional-help flags — where a template is fine vs. where a lawyer/advisor is required

Required Inputs

Ask for these if not provided:

  • Your situation — dependents (kids, aging parents), rough asset picture, business ownership, marital status
  • What exists — any current will, beneficiaries named, insurance, directives
  • Jurisdiction — country/state (rules and required documents vary)
  • Complexity flags — blended family, cross-border assets, a business, special-needs dependent

Framework: In the Right Order

  1. Beneficiaries first. Retirement/insurance beneficiary designations override a will and take minutes — the highest-leverage, most-skipped step.
  2. A will (and guardians if you have kids). Who gets what, and who raises your children — the decision that most needs to be explicit.
  3. Healthcare directive + power of attorney. Who decides for you if you can't — medical and financial.
  4. The locator document. Where everything lives, so nothing is lost to a forgotten account.
  5. Know when to escalate. Trusts, business succession, cross-border, or special-needs planning need a professional — flag, don't wing.

Output Format

Show full SKILL.md (215 more words)Show less
Estate Planning Checklist — [name] · [jurisdiction]
PriorityItemStatusDIY-ok / See a pro
1Update beneficiary designations☐DIY
2Will + guardianship☐Pro if [complexity]
Decisions only you can make
  • Executor: ___ · Guardians: ___ · Healthcare proxy: ___ · Care wishes: ___
Document locator (for your family)
WhatWhere it isContact
Will…[lawyer]
Insurance policies……
Accounts / passwords[vault]…
See a professional for
  • [flagged complexities]

Quality Checks

  • Beneficiary designations are called out as the first, highest-leverage step
  • Guardianship is prompted if there are minor children
  • Both healthcare and financial power-of-attorney are covered
  • The locator sheet names where each item lives, not just that it exists
  • Complexity (trusts, business, cross-border, special-needs) is flagged for a professional
  • Jurisdiction is acknowledged; no jurisdiction-specific legal claims are invented

Anti-Patterns

  • Starting with the will and skipping beneficiary designations that legally override it.
  • A checklist with no locator — the family still can't find anything.
  • Pretending a template covers a trust or a business — flag the escalation.
  • Inventing jurisdiction-specific rules — organise the work, defer the law to a pro.
  • Guilt-tripping — this is logistics, done calmly, not a lecture on mortality.

Example Trigger Phrases

  • "Help me get my affairs in order."
  • "Make me an estate-planning checklist — I have two young kids."
  • "Prepare the document my family needs if something happens to me."
  • "Where do I start with a will and directives?"

© mohitagw15856, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in skills/estate-planning-kit of mohitagw15856/pm-claude-skills.

Open the folder on GitHubat commit 1cbf1f0

Compare with similar skills

Estate Planning Kit next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Estate Planning Kit compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Estate Planning Kit this skillmohitagw15856/pm-claude-skills1.4k—~1.1kAutomated safety check: PassMIT
Block Kitopenclaw/openclaw392k—~624Automated safety check: PassMIT
Kit AutomationComposioHQ/awesome-claude-skills77k3 repos~715Automated safety check: PassNone
CSS Orderthedaviddias/Front-End-Checklist74k—~404Automated safety check: PassMIT
Focus Orderthedaviddias/Front-End-Checklist74k—~519Automated safety check: PassMIT
Heading Orderthedaviddias/Front-End-Checklist74k—~452Automated safety check: PassMIT

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Questions about Estate Planning Kit

What does Estate Planning Kit do?

Get your affairs in order before you need to — a will/beneficiary/healthcare-directive checklist and the 'what my family needs to find' document, in the right order. Estate Planning Kit is an agent skill from mohitagw15856/pm-claude-skills. Get your affairs in order before you need to — a will/beneficiary/healthcare-directive checklist and the 'what my family needs to find' document, in the right order.

When should I use Estate Planning Kit?

Estate Planning Kit fits situations like: asked to help with estate planning; make a will checklist; get my affairs in order; prepare what my family needs if something happens to me.

How do I install Estate Planning Kit in Claude Code?

Run `npx skills add mohitagw15856/pm-claude-skills --skill estate-planning-kit -a claude-code`. Or copy the skill folder (skills/estate-planning-kit in mohitagw15856/pm-claude-skills) into .claude/skills/estate-planning-kit in your project. Claude Code loads it when a task matches its description.

How do I install Estate Planning Kit in Codex?

Run `npx skills add mohitagw15856/pm-claude-skills --skill estate-planning-kit -a codex`. Or copy the skill folder (skills/estate-planning-kit in mohitagw15856/pm-claude-skills) into .agents/skills/estate-planning-kit in your project. Codex loads it when a task matches its description.

Can I use Estate Planning Kit in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add mohitagw15856/pm-claude-skills --skill estate-planning-kit -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/estate-planning-kit, .gemini/skills/estate-planning-kit, .github/skills/estate-planning-kit and .opencode/skills/estate-planning-kit in your project.

What does Estate Planning Kit need to run?

SKILL.md names no scripts, command-line tools or credentials: Estate Planning Kit is instructions for the agent only.

Does Estate Planning Kit access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Estate Planning Kit safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Estate Planning Kit use?

Estate Planning Kit is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Estate Planning Kit use?

About 1.1k tokens (SKILL.md is roughly 4.5k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Estate Planning Kit?

Skills that share tags, products or a category with Estate Planning Kit: Block Kit (openclaw/openclaw, 392k stars), Kit Automation (ComposioHQ/awesome-claude-skills, 77k stars), CSS Order (thedaviddias/Front-End-Checklist, 74k stars) and Focus Order (thedaviddias/Front-End-Checklist, 74k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Estate Planning Kit?

mohitagw15856 (a GitHub user) maintains it in mohitagw15856/pm-claude-skills, which has 1,434 GitHub stars. The repository holds 1,348 skills in this directory. The repository was last updated on October 9, 2026.

Source: mohitagw15856/pm-claude-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.