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Update to Rohas Legal AI: Family

Snapshot Sep 30, 2026 · 23:14 UTC · version 0.2.3

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{
  "description": "Drafts jurisdiction-specific wills with clear gifts, fiduciary powers, residue and execution safeguards. Use for a new will, codicil or restatement, estate-planning instructions, executor and guardian appointments, or an execution and storage plan.",
  "included_files": [
    {
      "relative_path": "agents/openai.yaml",
      "size_in_bytes": 273
    }
  ],
  "name": "will-drafter",
  "skill_md_contents": "---\nname: will-drafter\ndescription: Drafts jurisdiction-specific wills with clear gifts, fiduciary powers, residue and execution safeguards. Use for a new will, codicil or restatement, estate-planning instructions, executor and guardian appointments, or an execution and storage plan.\n---\n\n# Will Drafter\n\nTranslate independent testamentary instructions into an internally coherent will. Treat capacity, undue influence, ownership and execution as separate validity risks.\n\n## Required inputs\n\n- Testator identity, age, domicile, residence, citizenship and family circumstances\n- Marriage history, dependants, children and vulnerable beneficiaries\n- Asset and liability inventory with ownership, location and beneficiary designations\n- Prior wills, codicils, trusts, gifts, nominations and succession agreements\n- Specific gifts, residue, substitutes, conditions and survivorship preferences\n- Executor, trustee, guardian and alternate appointments\n- Business, digital asset, pet, funeral and charitable wishes\n- Relevant tax, forced-heirship, family-provision and personal-law constraints\n\nObtain instructions directly from the testator where possible and record who is present.\n\n## Method\n\n1. **Fix governing law.** Verify testamentary capacity, form, permitted dispositions, family-provision or forced-share rules, revocation, witnesses, registration and conflict-of-laws requirements.\n2. **Assess capacity and influence.** Record understanding of the document, estate, beneficiaries and consequences. Escalate concerns about decision-making, dependency, coercion, interpreters or beneficiary involvement.\n3. **Map ownership.** Identify what the testator can dispose of, including shares in joint, marital, community, family, trust or business property. Reconcile nominations and survivorship arrangements.\n4. **Design dispositions.** Draft specific, pecuniary and charitable gifts, substitutions, survivorship periods, residue and failure-of-gift rules. Avoid gaps that create unintended partial intestacy.\n5. **Protect beneficiaries.** Use age-based, education, maintenance, protective or discretionary trusts only with clear trustees, vesting, powers and remainder provisions. Address guardian wishes without overstating binding effect.\n6. **Appoint fiduciaries.** Name executors, trustees and alternates; address conflicts, bond, compensation, resignation, replacement and administrative powers under local law.\n7. **Allocate liabilities.** Address debts, taxes, expenses, secured property, business obligations and apportionment without promising an unavailable tax outcome.\n8. **Draft revocation and interpretation.** Revoke prior wills to the intended extent, define key terms, handle later-born or omitted persons and resolve conflicts across clauses.\n9. **Plan execution.** Specify signature, attestation, presence, witness eligibility, notarisation or registration, interpreter and capacity evidence. Prepare a ceremony checklist and execution memorandum.\n10. **Plan custody and review.** Record safe storage, copy control, executor notification and review triggers such as marriage, divorce, birth, death, relocation or major asset change.\n\n## Output\n\nProduce a clean will or codicil, instruction and assumptions memo, asset-to-clause map, validity-risk note, execution checklist and memorandum, storage guidance and review schedule.\n\n## Guardrails\n\n- Do not assist coercion, forgery, sham ownership, concealment from lawful claims or evasion of non-waivable rights.\n- Do not let a beneficiary supply dispositive instructions without independent confirmation from the testator.\n- Do not promise that notarisation, registration or a self-proving form cures capacity, influence or ownership defects.\n- Protect testamentary confidentiality while documenting necessary validity evidence.\n- Require qualified local estate counsel and tax advice before execution.\n"
}

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