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SwiftProbate

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Probate help for US executors: county courts, court forms, bank guides, and your estate checklist.

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assign_task Destructive

Assign a task to a specific estate member or the owner. Use get_estate_summary first to see available members and their user IDs.

task_idstring, required

The task ID to assign

estate_idstring, required

The estate to act on. Call list_my_estates first to get this id.

assignee_user_idstring

The user ID to assign to, or null to unassign

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Tools (32)

assign_task

Assign a task to a specific estate member or the owner. Use get_estate_summary first to see available members and their user IDs.

destructive

Argument	Type	Description
task_id*	string	The task ID to assign
estate_id*	string	The estate to act on. Call list_my_estates first to get this id.
assignee_user_id	string	The user ID to assign to, or null to unassign

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "estate_id",
    "task_id"
  ],
  "properties": {
    "task_id": {
      "type": "string",
      "description": "The task ID to assign"
    },
    "estate_id": {
      "type": "string",
      "description": "The estate to act on. Call list_my_estates first to get this id."
    },
    "assignee_user_id": {
      "type": "string",
      "description": "The user ID to assign to, or null to unassign"
    }
  }
}

complete_onboarding

Set up a new estate for the signed-in user and generate their personalized probate checklist. Use this when list_my_estates returns no estates (or one with no deceased details yet), or the user is just getting started. Saves estate details and placeholder assets, then starts checklist generation that may research public sources and send a completion email. Refuses an already-onboarded estate. Collect the fields conversationally first, then call once; partial failures are not guaranteed safe to retry.

destructive

Argument	Type	Description
will_status*	string	Whether there is a will: present, none, or unsure.
deceased_name*	string	Full name of the person who died.
executor_name*	string	The user's full name (the person settling the estate).
deceased_state*	string	US state where the deceased lived (full name or code).
deceased_county*	string	County where the deceased lived.
executor_relationship*	string	The user's relationship to the deceased, e.g. 'child', 'spouse'.
deceased_date_of_death*	string	Date of death, ISO format YYYY-MM-DD.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "deceased_name",
    "deceased_date_of_death",
    "deceased_state",
    "deceased_county",
    "will_status",
    "executor_name",
    "executor_relationship"
  ],
  "properties": {
    "will_status": {
      "enum": [
        "present",
        "none",
        "unsure"
      ],
      "type": "string",
      "description": "Whether there is a will: present, none, or unsure."
    },
    "deceased_name": {
      "type": "string",
      "description": "Full name of the person who died."
    },
    "executor_name": {
      "type": "string",
      "description": "The user's full name (the person settling the estate)."
    },
    "deceased_state": {
      "type": "string",
      "description": "US state where the deceased lived (full name or code)."
    },
    "deceased_county": {
      "type": "string",
      "description": "County where the deceased lived."
    },
    "executor_relationship": {
      "type": "string",
      "description": "The user's relationship to the deceased, e.g. 'child', 'spouse'."
    },
    "deceased_date_of_death": {
      "type": "string",
      "description": "Date of death, ISO format YYYY-MM-DD."
    }
  }
}

create_asset

Create a new asset in the estate. Use this when the user wants to add a bank account, property, vehicle, insurance policy, other asset, or a debt the estate owes. A same-named asset does NOT block creation (two accounts at the same institution are legitimate) — but if you created this exact asset moments ago, the tool returns the existing one instead of a duplicate. Use update_asset to change details of an existing asset. For eligible paid estates, adding an asset may start public-source research and add asset-specific tasks. Recent same-name assets may have empty fields filled instead of a duplicate being added. Repeating after the deduplication window may create another asset.

Argument	Type	Description
notes	string	Additional notes about the asset (optional)
estate_id*	string	The estate to act on. Call list_my_estates first to get this id.
asset_name*	string	Name or description of the asset (e.g. 'Chase Checking Account', '123 Main St')
asset_type*	string	Type of asset (use plural form to match database schema). 'debts_liabilities' = money the estate OWES (mortgage, credit card, medical bill, unsecured claim on a court schedule) — record the outstanding balance as a positive estimated_value. It is tracked in the Assets & Debts tab as a liability and is never counted as estate inventory.
jurisdiction	string	State where the asset is located (optional, for real estate or vehicles)

create_heir

Add a new heir to the estate. Use when the user wants to record a person who may inherit (spouse, child, stepchild, grandchild, parent, sibling, or other relative). Call as soon as you have a name and the user's description of the relationship — any wording is accepted.

Argument	Type	Description
name*	string	Full legal name of the heir
email	string	Email address
notes	string	Free-text notes about this heir — context like whereabouts unknown, predeceased details, per-stirpes notes, disputes, or anything the user wants remembered. Multi-line OK.
phone	string	Phone number (any format)
address	string	Mailing address (free text, multi-line OK). Used for formal probate notice.
is_minor	boolean	Whether the heir is under 18. Required for every living heir except a spouse or parent — if the user hasn't said, ask them; never assume an adult.
estate_id*	string	The estate to act on. Call list_my_estates first to get this id.
is_deceased	boolean	Whether the heir is deceased (default false). Used for per stirpes inheritance.

create_task

Create a new task in the estate. Use this when the user identifies a new requirement or action item that should be tracked.

Argument	Type	Description
title*	string	Short, actionable task title
asset_id	string	Optional asset ID to link the task to
deadline	string	Optional ISO date string for the deadline (e.g. 2026-03-15)
priority	number	Priority level: 0=none, 1=urgent, 2=high, 3=medium, 4=low (default 3)
estate_id*	string	The estate to act on. Call list_my_estates first to get this id.
description*	string	Detailed description of what needs to be done
task_category	string	Category of task (default estate_admin, use asset_specific when linked to an asset)

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "estate_id",
    "title",
    "description"
  ],
  "properties": {
    "title": {
      "type": "string",
      "description": "Short, actionable task title"
    },
    "asset_id": {
      "type": "string",
      "description": "Optional asset ID to link the task to"
    },
    "deadline": {
      "type": "string",
      "description": "Optional ISO date string for the deadline (e.g. 2026-03-15)"
    },
    "priority": {
      "type": "number",
      "description": "Priority level: 0=none, 1=urgent, 2=high, 3=medium, 4=low (default 3)"
    },
    "estate_id": {
      "type": "string",
      "description": "The estate to act on. Call list_my_estates first to get this id."
    },
    "description": {
      "type": "string",
      "description": "Detailed description of what needs to be done"
    },
    "task_category": {
      "enum": [
        "estate_admin",
        "asset_specific"
      ],
      "type": "string",
      "description": "Category of task (default estate_admin, use asset_specific when linked to an asset)"
    }
  }
}

edit_task

Edit an existing task's title, description, priority, deadline, category, or helpful links. Use when the user wants to modify task details.

destructive

Argument	Type	Description
title	string	New title (omit to keep current)
task_id*	string	The task ID to edit
deadline	string	New deadline as ISO date string (e.g. 2026-03-15), or null to clear (omit to keep current)
priority	number	New priority: 0=none, 1=urgent, 2=high, 3=medium, 4=low (omit to keep current)
estate_id*	string	The estate to act on. Call list_my_estates first to get this id.
description	string	New description (omit to keep current)
helpful_links	array	Replace the task's full set of helpful links with this array. Each entry MUST use markdown link format "[Page or resource title](url)" so the UI can render a readable label (e.g. "[California Courts — Probate Self-Help](https://www.courts.ca.gov/selfhelp-probate.htm)"). Pass [] to clear all links. Omit to keep current. Only include URLs you've verified (e.g. via web_search) or that were already in context — do not invent URLs.

fetch

Fetch the full SwiftProbate reference record for an id returned by `search` (a state overview, county court guide, institution notification guide, or a jurisdiction's forms).

read-only

Argument	Type	Description
id*	string	An id from a `search` result, e.g. 'county:california:alameda'.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "An id from a `search` result, e.g. 'county:california:alameda'."
    }
  }
}

find_probate_forms

Find the probate forms for a jurisdiction: each form's name, code, description, official court source link (when known), and SwiftProbate page, plus whether it is a county-specific or statewide form. Some states (e.g. Florida) publish no statewide fill-in forms — pass the county to get the usable county-level forms.

read-only

Argument	Type	Description
query	string	Optional keywords to narrow results, e.g. 'small estate affidavit', 'letters testamentary'.
state*	string	Two-letter code, full name, or slug of the US state.
county	string	County name to surface that county's own forms first. Omit for statewide.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "state"
  ],
  "properties": {
    "query": {
      "type": "string",
      "description": "Optional keywords to narrow results, e.g. 'small estate affidavit', 'letters testamentary'."
    },
    "state": {
      "type": "string",
      "description": "Two-letter code, full name, or slug of the US state."
    },
    "county": {
      "type": "string",
      "description": "County name to surface that county's own forms first. Omit for statewide."
    }
  }
}

get_activity_log

Get the estate's recent activity-log entries (who changed what, and when). Call this when the user asks what has changed recently or who did something — not for task or asset contents, which have their own tools.

read-only

Argument	Type	Description
limit	number	Max entries to return (default 20)
estate_id*	string	The estate to act on. Call list_my_estates first to get this id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "estate_id"
  ],
  "properties": {
    "limit": {
      "type": "number",
      "description": "Max entries to return (default 20)"
    },
    "estate_id": {
      "type": "string",
      "description": "The estate to act on. Call list_my_estates first to get this id."
    }
  }
}

get_asset_detail

Get one asset's full details plus the tasks linked to it, by asset ID. Call this when the user asks about a specific asset's tasks or you need details beyond what the Assets context block shows. Get the asset_id from that context block.

read-only

Argument	Type	Description
asset_id*	string	The asset ID
estate_id*	string	The estate to act on. Call list_my_estates first to get this id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "estate_id",
    "asset_id"
  ],
  "properties": {
    "asset_id": {
      "type": "string",
      "description": "The asset ID"
    },
    "estate_id": {
      "type": "string",
      "description": "The estate to act on. Call list_my_estates first to get this id."
    }
  }
}

get_assets

List every asset in the estate with its type and value. Your Estate Context already lists the assets, so call this only when you need the full set fresh (e.g. right after creating or updating one) or the context block was truncated. For one asset's linked tasks, use get_asset_detail instead.

read-only

Argument	Type	Description
estate_id*	string	The estate to act on. Call list_my_estates first to get this id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "estate_id"
  ],
  "properties": {
    "estate_id": {
      "type": "string",
      "description": "The estate to act on. Call list_my_estates first to get this id."
    }
  }
}

get_documents

List the estate's uploaded documents, optionally filtered by asset or task. Your Documents context block already lists them, so call this only to refresh after an upload or to filter to a specific asset's or task's documents. To read a document's contents, use read_document instead.

read-only

Argument	Type	Description
task_id	string	Filter by task ID
asset_id	string	Filter by asset ID
estate_id*	string	The estate to act on. Call list_my_estates first to get this id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "estate_id"
  ],
  "properties": {
    "task_id": {
      "type": "string",
      "description": "Filter by task ID"
    },
    "asset_id": {
      "type": "string",
      "description": "Filter by asset ID"
    },
    "estate_id": {
      "type": "string",
      "description": "The estate to act on. Call list_my_estates first to get this id."
    }
  }
}

get_estate_summary

Get a summary of the estate including details, assets, heirs, and task statistics. Use this when the user asks about the estate overview or general status.

read-only

Argument	Type	Description
estate_id*	string	The estate to act on. Call list_my_estates first to get this id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "estate_id"
  ],
  "properties": {
    "estate_id": {
      "type": "string",
      "description": "The estate to act on. Call list_my_estates first to get this id."
    }
  }
}

get_heirs

List every recorded heir with relationship and details. The Heirs context block already lists them, so call this only to refresh after adding or updating an heir, or when that block was truncated.

read-only

Argument	Type	Description
estate_id*	string	The estate to act on. Call list_my_estates first to get this id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "estate_id"
  ],
  "properties": {
    "estate_id": {
      "type": "string",
      "description": "The estate to act on. Call list_my_estates first to get this id."
    }
  }
}

get_state_overview

Get high-level probate facts for a US state: small-estate threshold, filing deadline, creditor-claim period, estimated timeline, court filing fee, average attorney fee, whether it is a UPC / community-property / independent-administration state, plus a prose overview and the SwiftProbate guide URL.

read-only

Argument	Type	Description
state*	string	Two-letter code ('CA'), full name ('California'), or slug ('california').

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "state"
  ],
  "properties": {
    "state": {
      "type": "string",
      "description": "Two-letter code ('CA'), full name ('California'), or slug ('california')."
    }
  }
}

get_task_detail

Get full details of a specific task by ID, including its description, status, priority, deadline, notes, and linked documents.

read-only

Argument	Type	Description
task_id*	string	The task ID
estate_id*	string	The estate to act on. Call list_my_estates first to get this id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "estate_id",
    "task_id"
  ],
  "properties": {
    "task_id": {
      "type": "string",
      "description": "The task ID"
    },
    "estate_id": {
      "type": "string",
      "description": "The estate to act on. Call list_my_estates first to get this id."
    }
  }
}

get_tasks

List tasks with optional filters. Use this to find tasks by status, category, asset, or search term. By default returns titles only; pass include_description: true to also get each task's full description (use this when reviewing tasks for jurisdiction or other content-level changes).

read-only

Argument	Type	Description
limit	number	Max number of tasks to return (default 20)
search	string	Search term to match against task title or description
status	string	Filter by task status
asset_id	string	Filter by asset ID
estate_id*	string	The estate to act on. Call list_my_estates first to get this id.
task_category	string	Filter by task category
include_description	boolean	When true, include each task's full description in the response. Use when reviewing tasks for content changes (e.g., jurisdiction review). Default false.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "estate_id"
  ],
  "properties": {
    "limit": {
      "type": "number",
      "description": "Max number of tasks to return (default 20)"
    },
    "search": {
      "type": "string",
      "description": "Search term to match against task title or description"
    },
    "status": {
      "enum": [
        "not_started",
        "in_progress",
        "completed",
        "not_applicable"
      ],
      "type": "string",
      "description": "Filter by task status"
    },
    "asset_id": {
      "type": "string",
      "description": "Filter by asset ID"
    },
    "estate_id": {
      "type": "string",
      "description": "The estate to act on. Call list_my_estates first to get this id."
    },
    "task_category": {
      "enum": [
        "estate_admin",
        "asset_specific"
      ],
      "type": "string",
      "description": "Filter by task category"
    },
    "include_description": {
      "type": "boolean",
      "description": "When true, include each task's full description in the response. Use when reviewing tasks for content changes (e.g., jurisdiction review). Default false."
    }
  }
}

get_transactions

Read the estate's financial ledger — money in (receipts), money out (disbursements), and distributions to heirs. Returns: `transactions` (each with `paid_by` already resolved to the actual payer's NAME — use it as-is, never assume the executor paid), `starting_balances` (bank accounts' date-of-death balances that already show in the ledger as starting-balance lines — these are NOT missing transactions; do not suggest re-adding them), and `totals` (starting_balance, money_in, money_out, pending_reimbursements). Use this before answering any spending, reimbursement, or accounting question, and treat both `transactions` and `starting_balances` as already in the ledger.

read-only

Argument	Type	Description
limit	number	Max rows to return (default 100, max 200).
direction	string	Optional filter: 'receipt' (money in), 'disbursement' (money out / expenses), or 'distribution' (paid to heirs).
estate_id*	string	The estate to act on. Call list_my_estates first to get this id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "estate_id"
  ],
  "properties": {
    "limit": {
      "type": "number",
      "description": "Max rows to return (default 100, max 200)."
    },
    "direction": {
      "enum": [
        "receipt",
        "disbursement",
        "distribution"
      ],
      "type": "string",
      "description": "Optional filter: 'receipt' (money in), 'disbursement' (money out / expenses), or 'distribution' (paid to heirs)."
    },
    "estate_id": {
      "type": "string",
      "description": "The estate to act on. Call list_my_estates first to get this id."
    }
  }
}

list_my_estates

List the estates the signed-in user can work with (owned or shared with them), each with its id, a label (the deceased's name), the user's role, and whether they can edit. Call this FIRST — every other estate tool needs an estate_id from here.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {}
}

log_transaction

Record a financial transaction in the estate ledger when the user mentions money moving — an expense they paid, income the estate received, a debt payment, or a distribution to an heir. Examples: "I paid $4,200 for the funeral", "the estate got a $1,300 tax refund", "my brother covered the $800 headstone". ALWAYS confirm the amount, what it was for, and (for expenses) who paid before calling. Administration expenses are direction='disbursement'. If someone paid out of pocket, set paid_by='individual' so it's tracked as reimbursable: leave payer_name empty if the user themselves paid, or set payer_name to the person's name if someone else (e.g. a family member who isn't the estate) paid. Records a bookkeeping entry only; does not move money. Duplicate detection is time-limited, so repeating later may add another entry.

Argument	Type	Description
notes	string	Optional free-text note.
amount*	number	Positive dollar amount (the direction conveys whether it's in or out).
heir_id	string	Optional ID of the heir who received a distribution.
paid_by	string	Only for disbursements. 'individual' means a person paid out of pocket and is owed reimbursement (the user, unless payer_name is given). Defaults to 'estate'.
asset_id	string	Optional ID of a related asset (e.g. sale proceeds from a specific account or property).
category*	string

lookup_county_guide

Look up SwiftProbate's published probate guide for a specific US county: verified courthouse address/phone/website, filing fee, approved newspapers for publication, e-filing system, and county-specific probate forms. Use this before answering any question about a county court's contact info, filing fees, or publication requirements — county-level details are unreliable from model knowledge alone.

read-only

Argument	Type	Description
state*	string	Two-letter code ('CA'), full name ('California'), or slug ('california').
county*	string	County name, e.g. 'Alameda' or 'Alameda County' (either works).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "county",
    "state"
  ],
  "properties": {
    "state": {
      "type": "string",
      "description": "Two-letter code ('CA'), full name ('California'), or slug ('california')."
    },
    "county": {
      "type": "string",
      "description": "County name, e.g. 'Alameda' or 'Alameda County' (either works)."
    }
  }
}

lookup_institution_guide

Look up SwiftProbate's estate-notification guide for a financial institution (banks, brokerages, life insurers, credit unions, and more): estate department phone/hours/fax, mailing and overnight addresses, online notification URL, required-document checklist, and which account types require probate.

read-only

Argument	Type	Description
category	string	Optional type hint, e.g. 'bank_accounts', 'brokerage', 'life_insurance'.
institution*	string	Institution name, e.g. 'Chase', 'Fidelity', 'Navy Federal Credit Union'.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "institution"
  ],
  "properties": {
    "category": {
      "type": "string",
      "description": "Optional type hint, e.g. 'bank_accounts', 'brokerage', 'life_insurance'."
    },
    "institution": {
      "type": "string",
      "description": "Institution name, e.g. 'Chase', 'Fidelity', 'Navy Federal Credit Union'."
    }
  }
}

mark_assets_complete

Record that the user has finished telling you about the estate's assets. Call this the moment they say there is nothing else — "that's everything", "that's the only asset", "nothing else to add". This is what turns "Has real property" and the estate size in your Estate Context from "Not yet provided" into a definite answer; until you call it those facts stay unknown and you will keep having to ask about them. BEFORE calling: make sure every asset they have named is already saved with create_asset — this tool records that the LIST is finished, it does not save assets. Call it on the SAME turn the user tells you the list is complete; do NOT ask them to confirm a second time first. For a paid estate this also starts building their asset-by-asset plan, so only call it once the list really is final. Changes the asset-collection flag and derived estate facts. For eligible paid estates, this may start public-source research, add checklist tasks, and send a completion email.

destructive

Argument	Type	Description
estate_id*	string	The estate to act on. Call list_my_estates first to get this id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "estate_id"
  ],
  "properties": {
    "estate_id": {
      "type": "string",
      "description": "The estate to act on. Call list_my_estates first to get this id."
    }
  }
}

mark_heirs_complete

Record that the user has finished telling you about the estate's heirs and family. Call this the moment they say that's everyone — "no other children", "there's no spouse", "that's all the heirs". This is what turns "Surviving spouse" and "Minor children" in your Estate Context from "Not yet provided" into a definite answer; until you call it those facts stay unknown and you will keep having to ask about them. BEFORE calling: make sure every person they have named is already saved with create_heir, including a surviving spouse. Call it on the SAME turn the user says the list is complete; do NOT ask them to confirm a second time first. Changes the heir-collection flag and derived estate facts; does not start paid checklist generation.

destructive

Argument	Type	Description
estate_id*	string	The estate to act on. Call list_my_estates first to get this id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "estate_id"
  ],
  "properties": {
    "estate_id": {
      "type": "string",
      "description": "The estate to act on. Call list_my_estates first to get this id."
    }
  }
}

Search SwiftProbate's probate reference data (US states, counties, financial institutions, and court forms). Returns a list of results, each with an id you can pass to `fetch` for the full record. Use it for open-ended probate reference questions before answering from model knowledge.

read-only

Argument	Type	Description
query*	string	A probate reference query, e.g. 'Alameda County California probate court' or 'Chase estate department'.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "query"
  ],
  "properties": {
    "query": {
      "type": "string",
      "description": "A probate reference query, e.g. 'Alameda County California probate court' or 'Chase estate department'."
    }
  }
}

update_asset

Update an existing asset's details (name, value, jurisdiction, notes, etc.). Use this instead of creating a duplicate when the user wants to modify an asset.

destructive

Argument	Type	Description
notes	string	Updated notes
asset_id*	string	ID of the asset to update
estate_id*	string	The estate to act on. Call list_my_estates first to get this id.
asset_name	string	Updated name for the asset. Use this to correct a typo or add detail the user gave later (e.g. "Jeep Cherokee" → "2018 Jeep Cherokee Latitude Plus"). Renaming edits the existing row — do NOT create a second asset for the same item.
disposition	string	What has happened to the asset: 'on_hand' (still in the estate), 'sold', 'transferred', or 'distributed' (given to an heir in kind). Record the sale proceeds as a money-in transaction in the Ledger linked to this asset.
jurisdiction	string	Updated state/jurisdiction
account_number	string	Updated account/policy/VIN number

update_estate

Update high-level estate details that the user can correct after onboarding. Use this when the user mentions a fact that should be persisted (e.g. "actually there is a will", "the will is in the safe deposit box", "the case number is 2026-001234"). NOT for who the heirs are or what the estate owns — record a person with create_heir, an asset with create_asset, and when the user says the list is finished call mark_heirs_complete / mark_assets_complete. This is ALSO where you record the estate's OPERATING/checking account (the account the executor opens after death with the estate's EIN) — use estate_account_institution / estate_account_number, NOT create_asset. The operating account is not an estate asset. It is ALSO where you save the estate's IRS EIN (tax ID) — use the `ein` field, which is distinct from the court's case number (`estate_number`). Always confirm changes before calling. When changing deceased_state or deceased_county, follow the special jurisdiction-change flow described in the system prompt: explain that tasks are based on county of residence at time of death, confirm via suggest_actions, then after the update review and revise jurisdiction-affected tasks. Replaces supplied estate details. Resolving will status may remove the will-determination task and add succession tasks from local reference data.

destructive

Argument	Type	Description
ein	string	The estate's IRS Employer Identification Number (tax ID), formatted like '12-3456789'. The executor gets it from the IRS after death to open the estate bank account and file the estate's tax return (Form 1041). Save it here whenever the user shares their estate's EIN. This is NOT the court's case / estate number (that's `estate_number`) — do not confuse the two. Empty string clears it.
estate_id*	string	The estate to act on. Call list_my_estates first to get this id.

update_heir

Update an existing heir's details. Use when the user wants to correct or add information to a recorded heir. Get the heir_id from the pre-loaded Heirs context block.

destructive

Argument	Type	Description
name	string	Updated full legal name
email	string	Updated email address (empty string clears it)
notes	string	Updated free-text notes about this heir (empty string clears). Use for context like whereabouts unknown, predeceased details, per-stirpes notes, disputes, or anything the user wants remembered.
phone	string	Updated phone number (empty string clears it)
address	string	Updated mailing address (empty string clears it)
heir_id*	string	ID of the heir to update
is_minor	boolean	Whether the heir is under 18
estate_id*	string	The estate to act on. Call list_my_estates first to get this id.

update_task_deadline

Set or clear a task's deadline. Use this when the user wants to set a due date.

destructive

Argument	Type	Description
task_id*	string	The task ID
deadline	string	ISO date string for the deadline (e.g. 2026-03-15), or null to clear
estate_id*	string	The estate to act on. Call list_my_estates first to get this id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "estate_id",
    "task_id"
  ],
  "properties": {
    "task_id": {
      "type": "string",
      "description": "The task ID"
    },
    "deadline": {
      "type": "string",
      "description": "ISO date string for the deadline (e.g. 2026-03-15), or null to clear"
    },
    "estate_id": {
      "type": "string",
      "description": "The estate to act on. Call list_my_estates first to get this id."
    }
  }
}

update_task_notes

Set or update the user notes on a task. Use this when the user wants to add notes to a task.

destructive

Argument	Type	Description
notes*	string	The notes content (empty string to clear)
task_id*	string	The task ID
estate_id*	string	The estate to act on. Call list_my_estates first to get this id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "estate_id",
    "task_id",
    "notes"
  ],
  "properties": {
    "notes": {
      "type": "string",
      "description": "The notes content (empty string to clear)"
    },
    "task_id": {
      "type": "string",
      "description": "The task ID"
    },
    "estate_id": {
      "type": "string",
      "description": "The estate to act on. Call list_my_estates first to get this id."
    }
  }
}

update_task_status

Update a task's status. Use this when the user asks to mark a task as completed, in progress, etc.

destructive

Argument	Type	Description
status*	string	The new status
task_id*	string	The task ID to update
estate_id*	string	The estate to act on. Call list_my_estates first to get this id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "estate_id",
    "task_id",
    "status"
  ],
  "properties": {
    "status": {
      "enum": [
        "not_started",
        "in_progress",
        "completed",
        "not_applicable"
      ],
      "type": "string",
      "description": "The new status"
    },
    "task_id": {
      "type": "string",
      "description": "The task ID to update"
    },
    "estate_id": {
      "type": "string",
      "description": "The estate to act on. Call list_my_estates first to get this id."
    }
  }
}

update_transaction

Correct an existing ledger transaction when the user wants to fix a mistake — a wrong amount, date, category, payee, who paid, or which heir/asset it relates to. Find the transaction's ID with get_transactions first. This is a PARTIAL update: pass transaction_id plus ONLY the fields that change; everything you omit is left as-is. Use this (not a new correcting entry) whenever the user says an amount or detail was wrong. Confirm the correction with the user before calling.

destructive

Argument	Type	Description
notes	string	Change the free-text note.
amount	number	Change the positive dollar amount.
heir_id	string	Change the related heir ID (for distributions).
paid_by	string	Change who paid (disbursements). 'individual' means a person paid out of pocket and is owed reimbursement.
asset_id	string	Change the related asset ID.
category	string	Change the category. Must belong to the transaction's direction (same taxonomy as log_transaction).
direction	string	Change the direction. If you change this, also pass a matching category.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "estate_id",
    "asset_name",
    "asset_type"
  ],
  "properties": {
    "notes": {
      "type": "string",
      "description": "Additional notes about the asset (optional)"
    },
    "estate_id": {
      "type": "string",
      "description": "The estate to act on. Call list_my_estates first to get this id."
    },
    "asset_name": {
      "type": "string",
      "description": "Name or description of the asset (e.g. 'Chase Checking Account', '123 Main St')"
    },
    "asset_type": {
      "enum": [
        "bank_accounts",
        "investment_accounts",
        "retirement_accounts",
        "real_estate",
        "vehicles",
        "life_insurance",
        "business_interests",
        "personal_property",
        "digital_assets",
        "debts_liabilities",
        "other"
      ],
      "type": "string",
      "description": "Type of asset (use plural form to match database schema). 'debts_liabilities' = money the estate OWES (mortgage, credit card, medical bill, unsecured claim on a court schedule) — record the outstanding balance as a positive estimated_value. It is tracked in the Assets & Debts tab as a liability and is never counted as estate inventory."
    },
    "jurisdiction": {
      "type": "string",
      "description": "State where the asset is located (optional, for real estate or vehicles)"
    },
    "account_number": {
      "type": "string",
      "description": "Account or policy number (optional)"
    },
    "estimated_value": {
      "type": "number",
      "description": "Estimated value in dollars (optional)"
    },
    "has_beneficiary": {
      "type": "boolean",
      "description": "Whether the asset has a named beneficiary (optional)"
    },
    "beneficiary_name": {
      "type": "string",
      "description": "Name of the beneficiary if known (optional)"
    },
    "bypasses_probate": {
      "type": "boolean",
      "description": "Whether this asset bypasses probate (e.g. POD/TOD accounts, joint tenancy) (optional)"
    },
    "date_of_death_value": {
      "type": "number",
      "description": "The asset's value at the date of death (the inventory value used for estate accounting and to compute gain/loss on sale). Set this at creation whenever you know it — for the decedent's own bank/investment accounts it is the balance at death, and it is what makes that balance flow into the Ledger's starting cash. If the user gives one figure for such an account and it is the date-of-death balance, set both this and estimated_value."
    }
  }
}

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "estate_id",
    "name",
    "relationship"
  ],
  "properties": {
    "name": {
      "type": "string",
      "description": "Full legal name of the heir"
    },
    "email": {
      "type": "string",
      "description": "Email address"
    },
    "notes": {
      "type": "string",
      "description": "Free-text notes about this heir — context like whereabouts unknown, predeceased details, per-stirpes notes, disputes, or anything the user wants remembered. Multi-line OK."
    },
    "phone": {
      "type": "string",
      "description": "Phone number (any format)"
    },
    "address": {
      "type": "string",
      "description": "Mailing address (free text, multi-line OK). Used for formal probate notice."
    },
    "is_minor": {
      "type": "boolean",
      "description": "Whether the heir is under 18. Required for every living heir except a spouse or parent — if the user hasn't said, ask them; never assume an adult."
    },
    "estate_id": {
      "type": "string",
      "description": "The estate to act on. Call list_my_estates first to get this id."
    },
    "is_deceased": {
      "type": "boolean",
      "description": "Whether the heir is deceased (default false). Used for per stirpes inheritance."
    },
    "is_divorced": {
      "type": "boolean",
      "description": "For a spouse only: whether they are a divorced/former spouse (default false). A divorced spouse is recorded for a complete family picture but is not a surviving spouse and does not inherit under intestacy."
    },
    "relationship": {
      "type": "string",
      "description": "Relationship to the deceased. Canonical values: spouse, child, stepchild, grandchild, parent, sibling, other. If the user's wording doesn't match one (e.g. 'half-brother', 'daughter-in-law', 'adult stepchild'), pass their wording as-is — it is normalized automatically. Never re-ask the user for a 'valid' relationship."
    },
    "parent_heir_id": {
      "type": "string",
      "description": "ID of the parent heir if this person inherits through a deceased parent (e.g. grandchild whose parent predeceased the decedent). Omit otherwise."
    },
    "relationship_detail": {
      "type": "string",
      "description": "The relationship exactly as the user described it, when it carries more than the canonical value (e.g. 'stepson', 'half-sister', 'goddaughter'). Shown on probate forms, so preserve the user's words."
    }
  }
}

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "estate_id",
    "direction",
    "category",
    "amount",
    "transaction_date"
  ],
  "properties": {
    "notes": {
      "type": "string",
      "description": "Optional free-text note."
    },
    "amount": {
      "type": "number",
      "description": "Positive dollar amount (the direction conveys whether it's in or out)."
    },
    "heir_id": {
      "type": "string",
      "description": "Optional ID of the heir who received a distribution."
    },
    "paid_by": {
      "enum": [
        "estate",
        "individual"
      ],
      "type": "string",
      "description": "Only for disbursements. 'individual' means a person paid out of pocket and is owed reimbursement (the user, unless payer_name is given). Defaults to 'estate'."
    },
    "asset_id": {
      "type": "string",
      "description": "Optional ID of a related asset (e.g. sale proceeds from a specific account or property)."
    },
    "category": {
      "type": "string",
      "description": "For disbursement: funeral, court_fees, attorney_fees, executor_fee, property_maintenance, appraisal, insurance, taxes, debt_payment, other_expense. For receipt: opening_balance (physical cash or funds NOT held in a bank account that's been added as an asset — for a bank account's date-of-death balance, set that asset's date_of_death_value instead (on create_asset when recording the account, or update_asset if it already exists); it flows into the ledger's starting balance automatically), asset_collected (funds brought into the estate from the decedent's holdings, e.g. closing an account or life insurance payable to the estate — but NOT internal transfers between the estate's own accounts), income_dividend, income_interest, income_rent, refund, asset_sale (record the full gross sale price; log payoffs/closing costs as separate disbursements), other_receipt. For distribution: cash_distribution, asset_distribution."
    },
    "direction": {
      "enum": [
        "receipt",
        "disbursement",
        "distribution"
      ],
      "type": "string",
      "description": "'receipt' = money into the estate; 'disbursement' = money out, including expenses and debt payments; 'distribution' = money/assets paid to an heir."
    },
    "estate_id": {
      "type": "string",
      "description": "The estate to act on. Call list_my_estates first to get this id."
    },
    "payer_name": {
      "type": "string",
      "description": "Only when paid_by='individual' AND someone other than the user paid (e.g. a family member). The person's name. Omit if the user themselves paid."
    },
    "document_id": {
      "type": "string",
      "description": "Optional ID of a document (e.g. a receipt or invoice the user uploaded) to attach to this transaction as its receipt. The document is treated as a ledger receipt and kept out of the Documents library."
    },
    "payee_or_source": {
      "type": "string",
      "description": "Who was paid (for money out) or the source (for money in), e.g. 'Travis County Clerk' or 'Fidelity dividend'. Optional."
    },
    "transaction_date": {
      "type": "string",
      "description": "Date the money moved, as YYYY-MM-DD."
    }
  }
}

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "estate_id",
    "asset_id"
  ],
  "properties": {
    "notes": {
      "type": "string",
      "description": "Updated notes"
    },
    "asset_id": {
      "type": "string",
      "description": "ID of the asset to update"
    },
    "estate_id": {
      "type": "string",
      "description": "The estate to act on. Call list_my_estates first to get this id."
    },
    "asset_name": {
      "type": "string",
      "description": "Updated name for the asset. Use this to correct a typo or add detail the user gave later (e.g. \"Jeep Cherokee\" → \"2018 Jeep Cherokee Latitude Plus\"). Renaming edits the existing row — do NOT create a second asset for the same item."
    },
    "disposition": {
      "enum": [
        "on_hand",
        "sold",
        "transferred",
        "distributed"
      ],
      "type": "string",
      "description": "What has happened to the asset: 'on_hand' (still in the estate), 'sold', 'transferred', or 'distributed' (given to an heir in kind). Record the sale proceeds as a money-in transaction in the Ledger linked to this asset."
    },
    "jurisdiction": {
      "type": "string",
      "description": "Updated state/jurisdiction"
    },
    "account_number": {
      "type": "string",
      "description": "Updated account/policy/VIN number"
    },
    "estimated_value": {
      "type": "number",
      "description": "Updated estimated value in dollars"
    },
    "has_beneficiary": {
      "type": "boolean",
      "description": "Whether the asset has a named beneficiary"
    },
    "beneficiary_name": {
      "type": "string",
      "description": "Name of the beneficiary"
    },
    "bypasses_probate": {
      "type": "boolean",
      "description": "Whether this asset bypasses probate"
    },
    "date_of_death_value": {
      "type": "number",
      "description": "The asset's value at the date of death (the inventory value used for estate accounting and to compute gain/loss on sale)."
    }
  }
}

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "estate_id"
  ],
  "properties": {
    "ein": {
      "type": "string",
      "description": "The estate's IRS Employer Identification Number (tax ID), formatted like '12-3456789'. The executor gets it from the IRS after death to open the estate bank account and file the estate's tax return (Form 1041). Save it here whenever the user shares their estate's EIN. This is NOT the court's case / estate number (that's `estate_number`) — do not confuse the two. Empty string clears it."
    },
    "estate_id": {
      "type": "string",
      "description": "The estate to act on. Call list_my_estates first to get this id."
    },
    "will_status": {
      "enum": [
        "present",
        "none",
        "unsure"
      ],
      "type": "string",
      "description": "Whether the deceased left a will. Use 'present' if there IS a will (testate), 'none' if there is NO will (intestate), or 'unsure' if it hasn't been determined yet (e.g. the user is still looking for one). This is the ONLY field for the will answer. When it changes away from 'unsure', the task list reconciles automatically (the 'find the will' task is removed; if 'none', succession tasks are added)."
    },
    "estate_number": {
      "type": "string",
      "description": "The probate case / estate number the county court (register of wills / clerk) assigns once the estate is opened (e.g. '2026-001234', 'PR-2026-5678'). Save this whenever the user says the court issued their estate, case, or file number — county offices require it on filed documents and it's used to fill court forms. NEVER store the estate's IRS EIN / tax ID here (EINs look like '12-3456789') — it is a different number with its own field; use `ein` for that. Empty string clears it."
    },
    "executor_name": {
      "type": "string",
      "description": "Name of the user managing the estate (the executor / personal representative). Empty string clears it."
    },
    "will_location": {
      "type": "string",
      "description": "Where the will is stored (e.g. 'safe deposit box at Wells Fargo', 'with attorney Smith'). Empty string clears it."
    },
    "deceased_state": {
      "type": "string",
      "description": "Two-letter US state code where the deceased lived at time of death (e.g. 'CA', 'NY'). Must be a valid US state. Changing state invalidates county — you must also provide deceased_county in the same call."
    },
    "deceased_county": {
      "type": "string",
      "description": "County where the deceased lived at time of death (e.g. 'Los Angeles', 'Cook'). Must be non-empty. Use the bare county name without the word 'County'."
    },
    "situation_notes": {
      "type": "string",
      "description": "Durable, estate-level narrative context that has no structured field of its own — the will situation (e.g. 'has a handwritten will from 2017, executed in CA, validity unconfirmed'), a pending claim (e.g. a partner's CIR claim), family dynamics, or other facts you'll need to remember later in this or a future conversation. This field is shown back to you in your Estate Context every turn. IMPORTANT: it is a single curated summary, NOT an append log — read the current Estate Notes in your context, fold the new detail in, and pass the FULL revised text (you are replacing the whole field, so don't drop anything still relevant). Keep it concise (a few sentences). Do NOT use it for facts that belong on a specific heir, asset, task, or ledger entry — use those records. Empty string clears it."
    },
    "estate_account_number": {
      "type": "string",
      "description": "The estate operating account's number, if the user provides it. Stored on the estate and masked in the UI. Empty string clears it."
    },
    "executor_relationship": {
      "enum": [
        "executor",
        "spouse",
        "child",
        "sibling",
        "other"
      ],
      "type": "string",
      "description": "Relationship of the user managing the estate to the deceased"
    },
    "surviving_spouse_name": {
      "type": "string",
      "description": "Name of the surviving spouse. Empty string clears it. To record THAT there is a surviving spouse, add them with create_heir (relationship 'spouse') — that is what makes the fact definite in your Estate Context."
    },
    "deceased_date_of_birth": {
      "type": "string",
      "description": "Date of birth as ISO date (e.g. 1945-03-12). Empty string clears it."
    },
    "deceased_date_of_death": {
      "type": "string",
      "description": "Date of death as ISO date (e.g. 2026-01-15). Empty string clears it."
    },
    "deceased_marital_status": {
      "enum": [
        "single",
        "married",
        "divorced",
        "widowed"
      ],
      "type": "string",
      "description": "Marital status of the deceased at time of death"
    },
    "estate_account_institution": {
      "type": "string",
      "description": "Where the estate's OPERATING/checking account is held (the account opened after death with the estate's EIN) — e.g. 'Quorum FCU', 'PNC Bank'. This is reference info, NOT an asset; never use create_asset for it. Empty string clears it."
    }
  }
}