Prepare a meeting-ready estate and tax brief for a household — opens with what was discussed and actioned since the last meeting (Wealthbox/Redtail/Salesforce), pulls the estate plan from Wealth.com (structure, key documents and whether each is signed, balance sheet) plus the prior-year tax look-back and that year's tax constants, and cross-checks it against how accounts are titled and…
Install
npx skills add anthropics/claude-for-financial-advisors --skill estate-and-tax-briefnpx skills add anthropics/claude-for-financial-advisors --skill estate-and-tax-brief -a claude-code -gnpx skills add anthropics/claude-for-financial-advisors --skill estate-and-tax-brief -a codex -ggemini skills install https://github.com/anthropics/claude-for-financial-advisors.git --path skills/estate-and-tax-briefgh skill install anthropics/claude-for-financial-advisors estate-and-tax-briefgit clone --depth 1 https://github.com/anthropics/claude-for-financial-advisors /tmp/anthropics__claude-for-financial-advisors
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/anthropics__claude-for-financial-advisors/skills/estate-and-tax-brief ~/.claude/skills/estate-and-tax-brief # Claude Code
cp -R /tmp/anthropics__claude-for-financial-advisors/skills/estate-and-tax-brief ~/.agents/skills/estate-and-tax-brief # Codex, Cursor, Gemini CLI, Copilot, OpenCode