Plan Before You Die facts

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Checked US family-readiness facts with official sources: forms, state rules and deadlines.

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after_death_deadlines Read-only

Return the same sourced dates and conditional review checkpoints as the public calendar. It does not establish who can act or select a form.

willstring, required

Whether a will is known

statestring, required

State where the person lived

assetsarray, required

date_of_deathstring, required

executor_startedstring, required

Whether someone has started acting as executor. This does not establish authority

surviving_spousestring, required

Whether there is a surviving spouse

Tools (8)

after_death_deadlines

Return the same sourced dates and conditional review checkpoints as the public calendar. It does not establish who can act or select a form.

read-only

Argument	Type	Description
will*	string	Whether a will is known
state*	string	State where the person lived
assets*	array
date_of_death*	string
executor_started*	string	Whether someone has started acting as executor. This does not establish authority
surviving_spouse*	string	Whether there is a surviving spouse

Input schema (JSON)

{
  "type": "object",
  "required": [
    "date_of_death",
    "state",
    "will",
    "surviving_spouse",
    "executor_started",
    "assets"
  ],
  "properties": {
    "will": {
      "enum": [
        "yes",
        "no",
        "unsure"
      ],
      "type": "string",
      "description": "Whether a will is known"
    },
    "state": {
      "enum": [
        "AK",
        "AL",
        "AR",
        "AZ",
        "CA",
        "CO",
        "CT",
        "DC",
        "DE",
        "FL",
        "GA",
        "HI",
        "IA",
        "ID",
        "IL",
        "IN",
        "KS",
        "KY",
        "LA",
        "MA",
        "MD",
        "ME",
        "MI",
        "MN",
        "MO",
        "MS",
        "MT",
        "NC",
        "ND",
        "NE",
        "NH",
        "NJ",
        "NM",
        "NV",
        "NY",
        "OH",
        "OK",
        "OR",
        "PA",
        "RI",
        "SC",
        "SD",
        "TN",
        "TX",
        "UT",
        "VA",
        "VT",
        "WA",
        "WI",
        "WV",
        "WY"
      ],
      "type": "string",
      "description": "State where the person lived"
    },
    "assets": {
      "type": "array",
      "items": {
        "enum": [
          "retirement",
          "home",
          "sole",
          "insurance",
          "ssa",
          "pension",
          "vehicle"
        ],
        "type": "string",
        "description": "Relevant asset category"
      },
      "uniqueItems": true
    },
    "date_of_death": {
      "type": "string",
      "format": "date"
    },
    "executor_started": {
      "enum": [
        "yes",
        "no",
        "unsure"
      ],
      "type": "string",
      "description": "Whether someone has started acting as executor. This does not establish authority"
    },
    "surviving_spouse": {
      "enum": [
        "yes",
        "no"
      ],
      "type": "string",
      "description": "Whether there is a surviving spouse"
    }
  },
  "additionalProperties": false
}

agency_permissions

Return the published agency routes with forms, conditions, incapacity and death limits. The situation selects a reading focus and never grants authority.

read-only

Argument	Type	Description
agency*	string	Agency
situation*	string	Reading focus. All conditions remain in the returned rows

Input schema (JSON)

{
  "type": "object",
  "required": [
    "agency",
    "situation"
  ],
  "properties": {
    "agency": {
      "enum": [
        "ssa",
        "rrb",
        "irs",
        "medicare",
        "va",
        "opm",
        "usps",
        "tsp"
      ],
      "type": "string",
      "description": "Agency"
    },
    "situation": {
      "enum": [
        "well",
        "capacity",
        "death"
      ],
      "type": "string",
      "description": "Reading focus. All conditions remain in the returned rows"
    }
  },
  "additionalProperties": false
}

get_form

Look up an official form by code (for example CMS-10106) and get what it does in plain words, the official link, and our step-by-step guide.

read-only

Argument	Type	Description
code*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "code"
  ],
  "properties": {
    "code": {
      "type": "string"
    }
  }
}

inherited_ira_rule

Use the existing sourced calculator. Returns review conditions and timing. Dollar amounts require an optional prior December 31 balance. It does not choose a spouse option or an election.

read-only

Argument	Type	Description
arrangement	string	How is the inherited account held?
account_type*	string	What type of account is it?
date_of_death	string	Owner's date of death
child_under_21	string	Was the owner's child under 21 at death?
existing_method	string	Which existing method did the custodian confirm?
owner_birth_year	integer	Owner's birth year
beneficiary_category	string	Which beneficiary category applied at death?
beneficiary_birth_year	integer	Beneficiary's birth year
exact_ten_year_age_gap

list_guides

List the free guides and tools on planbeforeyoudie.app with their short answers.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "properties": {}
}

readiness_checklist

The Family Readiness Standard: 25 checks a family should be able to pass if someone gets sick or dies, grouped by area.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "properties": {}
}

search_facts

Search checked facts about getting a family ready for illness or death: Medicare permission forms, Social Security, hospital stays, unclaimed money, and more. Each result has the official source, the date checked, and a guide link.

read-only

Argument	Type	Description
query*	string	Plain words, like "medicare form for family" or "social security representative payee"

Input schema (JSON)

{
  "type": "object",
  "required": [
    "query"
  ],
  "properties": {
    "query": {
      "type": "string",
      "description": "Plain words, like \"medicare form for family\" or \"social security representative payee\""
    }
  }
}

state_rules

Return the complete published state row, conditions and source passages. This reference does not decide eligibility or an individual legal result.

read-only

Argument	Type	Description
state*	string	U.S. state or District of Columbia
topic*	string	Published reference topic

Input schema (JSON)

{
  "type": "object",
  "required": [
    "state",
    "topic"
  ],
  "properties": {
    "state": {
      "enum": [
        "AK",
        "AL",
        "AR",
        "AZ",
        "CA",
        "CO",
        "CT",
        "DC",
        "DE",
        "FL",
        "GA",
        "HI",
        "IA",
        "ID",
        "IL",
        "IN",
        "KS",
        "KY",
        "LA",
        "MA",
        "MD",
        "ME",
        "MI",
        "MN",
        "MO",
        "MS",
        "MT",
        "NC",
        "ND",
        "NE",
        "NH",
        "NJ",
        "NM",
        "NV",
        "NY",
        "OH",
        "OK",
        "OR",
        "PA",
        "RI",
        "SC",
        "SD",
        "TN",
        "TX",
        "UT",
        "VA",
        "VT",
        "WA",
        "WI",
        "WV",
        "WY"
      ],
      "type": "string",
      "description": "U.S. state or District of Columbia"
    },
    "topic": {
      "enum": [
        "death_certificates",
        "small_estate",
        "estate_tax",
        "unclaimed_money",
        "advance_directive_forms",
        "caregiver_programs"
      ],
      "type": "string",
      "description": "Published reference topic"
    }
  },
  "additionalProperties": false
}

{ "type": "object", "required": [ "account_type" ], "properties": { "arrangement": { "enum": [ "sole_direct", "multiple", "entity", "successor", "unsure" ], "type": "string", "description": "How is the inherited account held?" }, "account_type": { "enum": [ "traditional", "roth", "employer" ], "type": "string", "description": "What type of account is it?" }, "date_of_death": { "type": "string", "format": "date", "description": "Owner's date of death" }, "child_under_21": { "enum": [ "yes", "no", "unsure" ], "type": "string", "description": "Was the owner's child under 21 at death?" }, "existing_method": { "enum": [ "life_expectancy", "ten_year", "unsure" ], "type": "string", "description": "Which existing method did the custodian confirm?" }, "owner_birth_year": { "type": "integer", "maximum": 2026, "minimum": 1900, "description": "Owner's birth year" }, "beneficiary_category": { "enum": [ "spouse", "child", "disabled", "chronically_ill", "within_ten", "other", "estate_trust_charity" ], "type": "string", "description": "Which beneficiary category applied at death?" }, "beneficiary_birth_year": { "type": "integer", "maximum": 2026, "minimum": 1900, "description": "Beneficiary's birth year" }, "exact_ten_year_age_gap": { "enum": [ "yes", "no", "unsure" ], "type": "string", "description": "Do exact birth dates confirm the ten-year category?" }, "previous_dec31_balance": { "type": "string", "pattern": "^(0|[1-9][0-9]*)(\\.[0-9]{1,2})?$", "description": "Balance on December 31 before this year. Optional statement balance in dollars and cents" }, "required_beginning_date": { "enum": [ "before", "on_after", "unsure" ], "type": "string", "description": "What did the custodian confirm about the beginning date?" }, "death_year_withdrawal_completed": { "enum": [ "yes", "no", "unsure" ], "type": "string", "description": "Did the owner complete the death-year withdrawal?" } }, "additionalProperties": false }