Estate Snapshot

/estate-snapshot — Full Estate Overview

Comprehensive snapshot of the estate structure using the estate-overview skill workflow.

Steps

Follow the estate-overview skill in full:

1. People: list_people — all family members
2. Entities: list_entities(status='active') — all active entities grouped by jurisdiction
3. Ownership Graph: get_ownership_graph — full hierarchy
4. Assets: list_assets — all assets with valuations
5. Net Worth: get_net_worth — by jurisdiction and currency
6. Critical Dates: get_upcoming_dates(days=90) — filing deadlines, renewals, reviews
7. Document Gaps: Identify entities/assets missing linked documents
8. Optional Finance Deep Dive: use finance-graph valuation-history tools when trend context is needed beyond current snapshot values

Routing Guardrails

• Use estate-planning as the default source for entity/ownership/net-worth snapshot reporting.
• Use finance-graph only for valuation history or statement-fact drill-downs.
• If tax-impact analysis is requested, switch to household-tax tools; do not infer tax scenarios from finance-graph alone.

Output Contract

• Include explicit as-of date for all snapshot values
• Separate snapshot facts from advisory inferences
• Append provenance by section (estate-planning, optional finance-graph, optional household-tax)

Present the full snapshot in the format defined in the estate-overview skill. Flag any anomalies: dissolved entities still owning assets, missing tax IDs, overdue dates.