estate-planning-document-assembler

estate-planning-document-assembler is a plugin for Claude Code from protomated/protomated-plugins-official. Its manifest loads nothing; the 1 skill it bundles cost 85 tokens per session together, scanned A, original, Apache-2.0.

A document-assembly aid that fills in a basic will, healthcare power of attorney, financial power of attorney, and HIPAA authorization from one intake—the information collected from a client—using the firm's templates when available.

In plain words
What is it for?
Use it to assemble a basic set of estate-planning documents from one intake pass, with generic placeholders when no firm templates are attached. Every document must be reviewed before the client signs.
Why use it?
It reduces repeated copying of the same client information across an estate-planning document set. The attorney still decides which documents are needed and checks the legal and signing requirements.

Plugin for Claude Code

Written for Claude Code: a Claude Code plugin manifest.

Good fit Use it to assemble a basic set of estate-planning documents from one intake pass, with generic placeholders when no firm templates are attached. Every document must be reviewed before the client signs.

Compare 6 plugins from other repositories ↓
Install in Claude Code
/plugin marketplace add protomated/protomated-plugins-official
/plugin install estate-planning-document-assembler
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Clone the repo
git clone --depth 1 https://github.com/protomated/protomated-plugins-official

Made for: Claude Code.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for estate-planning-document-assembler

README.md
[![agentmods](https://agentmods.dev/badge/plugins/protomated/protomated-plugins-official/estate-planning-document-assembler/github.svg)](https://agentmods.dev/plugins/protomated/protomated-plugins-official/estate-planning-document-assembler)
Your own site
<a href="https://agentmods.dev/plugins/protomated/protomated-plugins-official/estate-planning-document-assembler"><img src="https://agentmods.dev/badge/plugins/protomated/protomated-plugins-official/estate-planning-document-assembler/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for estate-planning-document-assembler

Your own site · 80×15
<a href="https://agentmods.dev/plugins/protomated/protomated-plugins-official/estate-planning-document-assembler"><img src="https://agentmods.dev/badge/plugins/protomated/protomated-plugins-official/estate-planning-document-assembler.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session not measured What this adds to a session before it is invoked.
When invoked not measured The manifest loads nothing itself; its 1 skill cost 85 tokens a session between them.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Security

Grade A, and why

estate-planning-document-assembler scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 4d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

estate-planning-document-assembler/.claude-plugin/plugin.json · 23 lines

What it actually says

{
  "name": "estate-planning-document-assembler",
  "displayName": "Estate Planning Document Assembler",
  "version": "1.0.1",
  "description": "An estate planning document assembler that populates a basic will, healthcare POA, financial POA, and HIPAA authorization from one intake pass — using your firm's templates, or generic placeholders if none are attached — for solo and small-firm estate planning attorneys who assemble near-identical document sets by hand. Never determines execution requirements or which documents a client needs; attorney reviews and finalizes every document before the client signs.",
  "author": {
    "name": "Protomated",
    "url": "https://protomated.com"
  },
  "homepage": "https://github.com/protomated/protomated-plugins-official/tree/main/estate-planning-document-assembler",
  "repository": "https://github.com/protomated/protomated-plugins-official",
  "license": "Apache-2.0",
  "keywords": [
    "legal",
    "estate-planning",
    "wills",
    "power-of-attorney",
    "hipaa",
    "document-assembly",
    "attorney"
  ]
}
Contents

What it installs

The manifest is a name and a version. 1 skill travel with it, and installing the plugin installs all of them — 85 tokens a session between them. Each is measured on its own page, and each can be installed alone.

Files

What ships with it

1 file beside plugin.json in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 4d ago Changed · +14 lines f3ff1cd0341b
  2. 1mo ago First seen · 9 lines scan A ae9392acdd2a

Subscribe to this mod's changes

estate-planning-document-assembler is a plugin published in the GitHub repository protomated/protomated-plugins-official (3 stars, last pushed 3d ago), licensed Apache-2.0. Its token cost is not measured: this kind of file is read by the harness, not the model. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.