estate-admin-summary
Estate Administration Summary
Generate a structured snapshot of an estate administration's current status, completed actions, and outstanding matters from available probate documents.
Prerequisites
- Identify governing instrument: will, trust, or intestacy determination.
- Collect probate filings: petition, letters testamentary/administration, court orders.
- Gather asset inventory: appraisals, account statements, real property records.
- Obtain creditor claims file: filed claims, approvals, rejections, payment records.
- Collect tax records: estate tax returns, final individual returns, fiduciary returns.
- Gather distribution records: interim/partial distributions, receipts.
- Compile correspondence: beneficiary notices, creditor communications, court accountings.
Output Structure
1) Estate identification block
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