# Estate Snapshot

> Full estate overview — entities, ownership graph, net worth by jurisdiction, upcoming critical dates.

- Skill: `hvkshetry/estate-snapshot` (Agent Skill)
- Install (CLI): `npx skillmds@latest add hvkshetry/estate-snapshot`
- Raw SKILL.md: https://api.skillmd.com/api/skills/hvkshetry/estate-snapshot/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: hvkshetry (https://skillmd.com/u/hvkshetry)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/hvkshetry/estate-snapshot

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# /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.