estate-documents

estate-documents is a skill for Claude Code from protomated/protomated-plugins-official. It costs 85 tokens per session (1,913 once invoked), scanned A, original, Apache-2.0.

A document-assembly aid that populates up to four basic estate-planning documents from one intake: a will, healthcare and financial powers of attorney, and a HIPAA authorization, which permits specified health-information disclosures.

In plain words
What is it for?
Use it to prepare these documents from an intake and attached templates, including state-specific firm templates when provided. An attorney must review, revise, and verify requirements before signing.
Why use it?
It avoids entering the same names, agents, and other details repeatedly across related documents and flags missing fields. It does not decide what a client needs or verify state-specific signing rules.

Skill for Claude Code

Written for Claude Code: argument-hint in frontmatter.

Part of the estate-planning-document-assembler plugin — 1 skill shipped together

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.

agentmods
npx agentmods add skills/protomated/protomated-plugins-official/estate-documents
Any agent
npx skills add protomated/protomated-plugins-official --skill estate-documents
Clone the repo
git clone --depth 1 https://github.com/protomated/protomated-plugins-official

Made for: Claude Code.

Or install estate-planning-document-assembler, the plugin that ships this one along with the rest of its 1 skill.

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-documents

README.md
[![agentmods](https://agentmods.dev/badge/skills/protomated/protomated-plugins-official/estate-documents.svg)](https://agentmods.dev/skills/protomated/protomated-plugins-official/estate-documents)
Your own site
<a href="https://agentmods.dev/skills/protomated/protomated-plugins-official/estate-documents"><img src="https://agentmods.dev/badge/skills/protomated/protomated-plugins-official/estate-documents.svg" alt="Measured on agentmods" height="20"></a>
Per session 85 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,913 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00085 $0.01913
Opus 5 $0.00043 $0.00957
Sonnet 5 $0.00017 $0.00383
Haiku 4.5 $0.00009 $0.00191

Measured 5d ago against content hash 16638a5bbcdf, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-05, from the pricing page.

Security

Grade A, and why

estate-documents 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 5d 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/skills/estate-documents/SKILL.md · 143 lines

How it starts

The opening of the file, as written. The whole thing — 143 lines — stays where its author put it; the contents beside it link to each section on GitHub.

/estate-documents — Estate Planning Document Assembly

⚠️ AI-ASSISTED DRAFT — ATTORNEY REVIEW REQUIRED (including state-specific execution verification) Drafted from the intake answers and templates you provided. Does not verify accuracy, completeness, or your state's execution formalities (witnesses, notarization, self-proving affidavit), and does not determine which documents a client needs. You are the author of record — review, revise, verify state requirements, and finalize it yourself before your client signs anything.

This skill populates up to four documents from one intake pass, using your firm's own template for each where you've attached one, or this plugin's generic placeholder template where you haven't:

  1. Last Will and Testament (basic)
  2. Healthcare Power of Attorney (Advance Directive for Health Care)
  3. Financial (Durable) Power of Attorney
  4. HIPAA Authorization

This skill drafts from what you provide. It never invents facts, and it never decides which documents a client actually needs, resolves a family or guardianship conflict, advises on tax strategy or capacity/undue-influence questions, or determines your state's execution requirements — those are your calls to make, not the draft's. A document type only drafts once its required intake fields are present; if they're not, it tells you exactly what's missing for that document type and drafts the others anyway.

Invocation

/estate-documents
/estate-documents will
/estate-documents healthcare poa
/estate-documents financial poa
/estate-documents hipaa
/estate-documents all

Workflow

Step 1 — Collect inputs

Intake answers — read from the attached workspace folder if one is attached: family structure, assets, beneficiaries, healthcare wishes, whatever the attorney has gathered from the client. If no folder is attached, ask the attorney to attach one or paste the relevant answers directly into the conversation.

Which document(s) — if not specified in the invocation, ask:

"Which of the four should I draft — will, healthcare POA, financial POA, HIPAA authorization, or all four?"

Read the full file on GitHub · 143 lines

Files

What ships with it

5 files beside SKILL.md 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. 5d ago First seen · 143 lines · 85 tokens per session scan A 16638a5bbcdf

Subscribe to this mod's changes

estate-documents is a skill published in the GitHub repository protomated/protomated-plugins-official (2 stars, last pushed 2d ago), licensed Apache-2.0. It adds 85 tokens to every session and 1,913 once invoked, about $0.0004 per session on Opus 5. 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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