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Estate Planning Kit

Category: General  ·  Sub-category: operations  ·  Last updated:
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.
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From the source SKILL.md

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.

What this skill does

Estate Planning Kit is a community-contributed Claude Code skill in the operations sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/estate-planning-kit/ and loads when your prompt matches the skill's trigger.

When to invoke it: 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.

Who uses this skill

The Estate Planning Kit Claude Code skill is built for Claude Code users and developers across all disciplines looking for general-purpose AI assistance. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 177,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/estate-planning-kit
curl -L https://claudskills.com/skills/estate-planning-kit/SKILL.md \
  -o ~/.claude/skills/estate-planning-kit/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/estate-planning-kit/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/estate-planning-kit/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\estate-planning-kit\SKILL.md on Windows. See the full install guide for step-by-step instructions.

Telegram

📱 Install from your phone or desktop Telegram

Open @claudskills_bot on Telegram, tap Open Desktop App, and the desktop app installs this skill for you. Or share the bot link with a colleague — they get the same one-tap install. Learn more →

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

Frequently asked questions

How do I install the Estate Planning Kit Claude Code skill?
Install via the ClaudSkills desktop app (one click) or copy SKILL.md from the source repository to ~/.claude/skills/estate-planning-kit/SKILL.md and restart Claude Code. Both flows are detailed at claudskills.com/install/.
What does the Estate Planning Kit skill 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. 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.
Is this skill free to install?
Yes. ClaudSkills is an open registry — every skill keeps its source repository's license, and manual install via copy is free. ClaudSkills Pro ($9/mo, $79/yr, or $149 one-time) adds one-click install via the desktop app and a multi-signal Quality Score.
When should I use the Estate Planning Kit skill?
Use Estate Planning Kit when your Claude Code task falls under the General category — specifically in the operations area. Claude Code auto-discovers installed skills and invokes the right one based on the task description, so you can also ask Claude directly (e.g. "use Estate Planning Kit" or describe the task and let Claude pick). Browse related skills at /category/general/.
What is a Claude Code skill and how does the Estate Planning Kit skill fit in?
A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Estate Planning Kit is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the General category. Learn more at /learn/what-is-a-claude-skill/.

Attribution & license

Cite this skill

If you reference this skill in a blog post, paper, or documentation, you can cite it as:

APA
mohitagw15856. (2026). Estate Planning Kit [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/estate-planning-kit/
BibTeX
@misc{estate-planning-kit-2026,
  author    = {mohitagw15856},
  title     = {Estate Planning Kit [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/estate-planning-kit/}
}

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Grade A · scanned 2026-08-06 — free static scan against the OWASP Agentic Skills Top 10.

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