# Trusts & Estates — United States

Estate planning, wills, trusts, fiduciary administration, probate, and advance directives.

Jurisdiction: `us` · Practice: `trusts-and-estates` · Skill language: en

## Skills (27)

| Skill | What it does |
|---|---|
| [`Advance Directive vs. POLST Comparison`](skills/advance-directive-vs-polst/) | Produces a plain-language comparison of advance directives and POLST/MOLST forms, covering legal status, clinician… |
| [`Advance Health Care Directive`](skills/advance-health-care-directive/) | Drafts jurisdiction-specific Advance Health Care Directive packages with agent appointment, living will instructions,… |
| [`Certificate of Trust`](skills/certificate-of-trust/) | Drafts a Certificate of Trust (Abstract/Memorandum of Trust) that verifies trustee authority for third-party reliance… |
| [`Charitable Remainder Trust (CRT)`](skills/charitable-remainder-trust/) | Drafts IRC 664–compliant Charitable Remainder Trust agreements (CRAT/CRUT), covering payout math, remainder… |
| [`Durable Power of Attorney for Finances`](skills/durable-poa-finances/) | Drafts state-specific Durable Power of Attorney for Finances documents authorizing an agent to manage a principal's… |
| [`Elder Law Summary`](skills/elder-law-summary/) | Generates structured elder law summaries covering estate planning, elder abuse, healthcare rights, Medicaid… |
| [`Endowment Policy Statement`](skills/endowment-policy-statement/) | Drafts a Board-ready Endowment Fund Investment and Spending Policy Statement for 501(c)(3) nonprofits, covering UPMIFA… |
| [`Estate Administration Summary`](skills/estate-admin-summary/) | Produces structured status summaries of U.S. |
| [`Estate Administration Summary`](skills/estate-administration-summary/) | Generates a structured U.S. estate administration/probate status summary covering decedent identifiers, asset… |
| [`Family Limited Partnership (FLP) Agreement`](skills/flp-agreement/) | Drafts Family Limited Partnership agreements for estate planning and intergenerational wealth transfer. |
| [`Nomination of Guardian for Minor Children`](skills/guardian-nomination-minors/) | Drafts a US parental guardianship nomination for minor children aligned to state statute formalities and court… |
| [`Guardianship Nomination for Minors`](skills/guardianship-nomination/) | Drafts jurisdiction-specific Nomination of Guardian for Minor Children documents for estate planning. |
| [`Petition for Guardianship`](skills/guardianship-petition/) | Drafts court-ready Petitions for Guardianship for US state courts, covering incapacity allegations,… |
| [`Instruction Letter to Health Care Agent`](skills/health-care-agent-letter/) | Drafts a non-binding instruction letter (values letter / legacy letter) from a client to their designated health care… |
| [`Healthcare Agent Instruction Letter`](skills/healthcare-agent-instruction-letter/) | Drafts a non-binding healthcare values/instruction letter for a designated health care agent to guide… |
| [`Healthcare Power of Attorney`](skills/healthcare-poa/) | Drafts a state-compliant Healthcare Power of Attorney (HCPOA) designating an agent to make medical decisions for an… |
| [`HIPAA Release Authorization`](skills/hipaa-release-authorization/) | Drafts HIPAA-compliant PHI release authorizations for estate-planning workflows under 45 CFR §164.508. |
| [`Irrevocable Life Insurance Trust (ILIT)`](skills/ilit/) | Drafts an Irrevocable Life Insurance Trust (ILIT) compliant with IRC § 2042 and state trust laws to exclude life… |
| [`Last Will and Testament`](skills/last-will-and-testament/) | Drafts and structures U.S. Last Will and Testament documents. |
| [`Last Will and Testament`](skills/last-will/) | Drafts a state-compliant Last Will and Testament covering declarations, revocation of prior instruments, specific… |
| [`Notice of Assets and Request for Claims`](skills/notice-of-assets-claims/) | Drafts a Notice of Assets and Request for Claims for probate estates. |
| [`Pour-Over Will`](skills/pour-over-will/) | Drafts a pour-over will directing the testator''s residuary estate into an existing revocable living trust. |
| [`Psychiatric Advance Directive (PAD)`](skills/psychiatric-advance-directive/) | Drafts jurisdiction-specific Psychiatric Advance Directives (PADs) capturing treatment preferences, agent authority,… |
| [`Qualified Personal Residence Trust (QPRT) Agreement`](skills/qprt/) | Drafts an IRC §2702-compliant Qualified Personal Residence Trust agreement with safe harbor provisions under Rev. Proc. |
| [`Revocable Living Trust`](skills/revocable-living-trust/) | Drafts revocable living trust documents with declaration of trust, funding schedules, trustee succession, beneficiary… |
| [`Third-Party Special Needs Trust`](skills/third-party-snt/) | Drafts irrevocable third-party Special Needs Trusts funded by parents, grandparents, or other non-beneficiary parties… |
| [`Assignment of Property to Trust`](skills/trust-assignment/) | Drafts an Assignment of Property to Trust document transferring assets from a grantor into a revocable or irrevocable… |

## Cold-start context

See [`CLAUDE.md`](CLAUDE.md) — scope, forums, sources of law, citation discipline, and when this plugin does NOT apply.

## Provenance & license

Skills imported from open sources ([CaseMark/skills](https://github.com/CaseMark/skills), Apache-2.0). See each `SKILL.md` `author`/`author_url` for provenance. Plugin license: Apache-2.0.

## Disclaimer

These skills produce informational drafts and analyses, not legal advice. Verify against current law before use.
