An AI-driven skill designed to guide users through the complex process of estate planning, asset inventory, and will preparation preparation.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install will
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install will using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Will: AI Estate Planning Assistant?
This comprehensive skill empowers users to navigate the often-daunting world of estate planning by providing a structured framework for will preparation. By leveraging Openclaw Skills, you can move beyond procrastination and ensure your loved ones are protected from the complications of probate and state-mandated inheritance rules.
The skill focuses on the four pillars of a robust will: asset distribution, choosing an executor, designating guardians for minors, and managing digital legacies. It serves as a bridge between your personal intentions and professional legal execution, making the entire process more approachable and thorough.
Will: AI Estate Planning Assistant Use Cases
- Creating a detailed inventory of physical, financial, and digital assets.
- Organizing decisions regarding executors and legal guardians for minor children.
- Auditing beneficiary designations on retirement and insurance accounts to ensure they align with a will.
- Preparing a structured data package to reduce billable hours when meeting with an estate attorney.
- Monitoring life events like marriage, birth, or relocation that necessitate updates to an estate plan.
How Will: AI Estate Planning Assistant Works
- Initialize the asset inventory module to document bank accounts, real estate, and digital property.
- Execute the decision-making workflow to identify key roles such as executors and guardians.
- Perform a cross-reference audit between the intended will and current beneficiary designations on external accounts.
- Generate a comprehensive summary report formatted for immediate use by a legal professional.
- Set up triggers for periodic reviews based on life milestones or temporal intervals.
Will: AI Estate Planning Assistant Setup
To begin using the Will assistant within your Openclaw Skills environment, clone the repository and initialize the configuration:
openclaw install skill-will
openclaw configure will --interactive
Follow the prompts to define your jurisdiction and primary asset categories.
Will: AI Estate Planning Assistant Data Schema & Taxonomy
| Category | Description | Data Points |
|---|---|---|
| Financial Assets | Liquid and semi-liquid holdings | Account types, institutions, values |
| Beneficiaries | Intended recipients of assets | Names, relationships, percentages |
| Legal Roles | Appointed representatives | Executor names, guardian designations |
| Digital Estate | Online presence and assets | Subscriptions, digital media, IP |
Will: AI Estate Planning Assistant Advanced Features
- Automated audit logs for beneficiary designations across multiple financial institutions.
- Multi-agent coordination for syncing asset data with other Openclaw Skills.
- Life-event triggers that automatically flag outdated sections of the estate plan.
- Digital asset management protocols for handling sensitive online metadata.
SKILL.md
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