What do I need to use Estate Planning Kit?

Your situation; What exists; Jurisdiction; Complexity flags.

Is Estate Planning Kit free to use?

Yes — run it free in the browser playground (no API key needed for the sponsored trial, or bring any provider key), or install it into Claude Code, Cursor, ChatGPT and more via npx pm-claude-skills. MIT-licensed and open source.

Estate Planning Kit

Q: How do I know the Estate Planning Kit output is good?

The skill verifies itself against its own 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.

🔵 Stable 🔷 SkillSpec L3 pm-money

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.

▶ Run it free — no key needed 📝 Grade your existing draft View SKILL.md ↗

🗣 Say this to your agent

“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?”

What to give it

▸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

✅ The bar it holds itself to

Every skill in this library self-verifies — these are this skill's own quality checks, straight from its definition.

✓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

⚠️ What it refuses to do

**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.

Install

npx pm-claude-skills add --agent claude   # or codex · cursor · gemini · hermes
# or one-line MCP (every skill, any client):
claude mcp add pm-skills -- npx -y pm-claude-skills-mcp

Related skills

🔌 Embed this skill

Drop this on your blog, docs, or site — it renders a "Run this skill" card:

<div data-pm-skill="estate-planning-kit"></div>
<script src="https://mohitagw15856.github.io/pm-claude-skills/embed.js" async></script>

💬 Discussion

Estate Planning Kit is one of 832 open-source professional AI agent skills — all SkillSpec L3. Try them all in the browser · ⭐ Star on GitHub · Browse the full catalog