estate-planning-document-assembler

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

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.

Claude Code
/plugin marketplace add protomated/protomated-plugins-official
agentmods
npx agentmods add plugins/protomated/protomated-plugins-official/estate-planning-document-assembler
Clone the repo
git clone --depth 1 https://github.com/protomated/protomated-plugins-official

Made for: Claude Code.

Per session not measured What this adds to a session before it is invoked.
When invoked not measured Not applicable: nothing here is loaded into a session.
Security scan A 0 findings. Scan, not verified.
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 2d 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 · 9 lines

What it actually says

{
  "name": "estate-planning-document-assembler",
  "version": "1.0.0",
  "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"
  }
}
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. 2d 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 (2 stars, last pushed 23d 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.

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