What do I need to use Estate Settlement Organizer?

Status; The estate's rough shape; Jurisdiction, loosely; The hire-help question.

Is Estate Settlement Organizer 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 Settlement Organizer

Q: How do I know the Estate Settlement Organizer output is good?

The skill verifies itself against its own quality checks: The pre-authority allowed-actions list is explicit and short; No payment or distribution task appears before inventory completes; Every procedural step carries the verify-locally flag; The attorney triggers are named, and the estate-pays note appears.

🔵 Stable🕐 updated 2026-07-18 🔷 SkillSpec L3 pm-estate

Organize an executor's work — the settlement ladder from will-to-probate-to-distribution, the asset/debt inventory, the creditor and beneficiary communications, and the records that keep an executor protected. Use when asked I'm the executor what do I do, organize settling an estate, what's the probate process roughly, or track estate assets and debts. Produces the phased task ladder (jurisdiction-flagged), the inventory workbook structure, communication templates, and the executor's self-protection rules.

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

What to give it

▸Status — will located? Executor formally appointed yet (letters/grant issued) or just named? The pre-authority period has a very short allowed-actions list, and knowing it matters

▸The estate's rough shape — home? accounts? debts? a business? beneficiaries who get along or don't? (conflict changes the communication cadence, not the process)

▸Jurisdiction, loosely — probate thresholds, deadlines, and small-estate shortcuts vary enormously; everything procedural gets the verify-locally flag, and simplified processes for small estates are worth asking about by name

▸The hire-help question — complexity signals (business assets, insolvency risk, beneficiary conflict, cross-border anything) route to get-an-attorney-now, stated plainly

✅ 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.

✓The pre-authority allowed-actions list is explicit and short

✓No payment or distribution task appears before inventory completes

✓Every procedural step carries the verify-locally flag

✓The attorney triggers are named, and the estate-pays note appears

✓The workbook tracks documents per line, not just amounts

⚠️ What it refuses to do

Do not act before appointment beyond the securing list — early helpfulness creates liability

Do not pay claims in arrival order — order-of-payment rules exist and bind the executor personally

Do not distribute early to keep the peace — receipts, after debts, or the peace gets expensive

Do not commingle funds even briefly — the separate account is the whole shield

Do not give legal advice or state deadlines as universal — organize the work; the law is local and the attorney's

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-settlement-organizer"></div>
<script src="https://mohitagw15856.github.io/pm-claude-skills/embed.js" async></script>

💬 Discussion

Estate Settlement Organizer is one of 750 open-source professional AI agent skills — all SkillSpec L3. Try them all in the browser · ⭐ Star on GitHub · Browse the full catalog