Input schema (JSON)
{
"type": "object",
"required": [
"person"
],
"properties": {
"fund": {
"type": "object",
"properties": {
"name": {
"type": "string",
"description": "Fund name, e.g. \"The Ellis Family Fund\"."
},
"mission": {
"type": "string",
"description": "The fund's mission in the person's own words."
},
"advisors": {
"type": "array",
"items": {
"type": "string"
},
"maxItems": 3,
"description": "Up to three people who will recommend grants."
},
"lifespan": {
"enum": [
"10",
"25",
"forever"
],
"type": "string",
"description": "Spend everything within about 10 or 25 years, or keep it permanent (about 5% a year)."
},
"use_research": {
"type": "boolean",
"description": "Ask that grants follow MyLastWill.org's research (default true)."
}
},
"description": "Only for giving_method named_fund: a foundation-style named fund that keeps giving."
},
"causes": {
"type": "array",
"items": {
"type": "object",
"required": [
"cause"
],
"properties": {
"cause": {
"type": "string",
"description": "A cause slug or name from list_causes (e.g. \"cancer\", \"animal-welfare\", \"hometown\", \"faith\"), or a short name for a cause of the person's own."
},
"charity": {
"type": "object",
"properties": {
"ein": {
"type": "string",
"description": "Federal tax ID (EIN), e.g. 12-3456789 (optional)."
},
"name": {
"type": "string",
"description": "The organization's full legal name."
},
"city_state": {
"type": "string",
"description": "City and state of the organization."
}
},
"description": "A specific organization to receive this cause's share (required for \"faith\"; optional otherwise)."
},
"percent": {
"type": "number",
"maximum": 100,
"minimum": 0,
"description": "This cause's share of the charitable gift. Shares are scaled to total 100%."
},
"community": {
"type": "string",
"description": "For the \"hometown\" cause: the city, town or county to benefit."
},
"custom_purpose": {
"type": "string",
"description": "For a cause not in list_causes: what the money should be used for, e.g. \"research into Alzheimer's disease\"."
}
}
},
"maxItems": 8,
"description": "Causes that receive the charitable gift, with each one's share. Use list_causes for the built-in causes, or describe your own."
},
"family": {
"type": "object",
"properties": {
"plan": {
"enum": [
"spouse_then_children",
"children",
"spouse",
"named_people"
],
"type": "string",
"description": "Who inherits the family share. Defaults: spouse then children if married with children; spouse if married without children; children if unmarried with children; otherwise named_people."
},
"people": {
"type": "array",
"items": {
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"type": "string"
},
"percent": {
"type": "number"
},
"relationship": {
"type": "string"
}
}
},
"description": "For plan named_people: who inherits and each person's percentage of the family share."
},
"married": {
"type": "boolean"
},
"children": {
"type": "array",
"items": {
"type": "string"
},
"description": "Full names of all children, including adopted children. Use [] if none."
},
"spouse_name": {
"type": "string",
"description": "Spouse's full legal name."
},
"minor_children": {
"type": "boolean",
"description": "True if any child is under 18."
},
"grandchildren_take_parent_share": {
"type": "boolean",
"description": "If a beneficiary dies first, their share passes to their own children (per stirpes). Default true."
}
},
"description": "Family and who inherits the part of the estate that does not go to causes."
},
"person": {
"type": "object",
"required": [
"full_name",
"state"
],
"properties": {
"city": {
"type": "string",
"description": "City or county of residence (optional)."
},
"state": {
"type": "string",
"description": "U.S. state (or DC) where the person lives: full name or two-letter code."
},
"full_name": {
"type": "string",
"description": "Full legal name, exactly as it should appear in the document."
}
},
"description": "The person making the plan."
},
"backstop": {
"type": "boolean",
"description": "If no one named in the will survives, give everything to the causes instead of to unnamed relatives or the state. Off unless the person explicitly wants it."
},
"executor": {
"type": "string",
"description": "Full name of the executor (personal representative)."
},
"guardian": {
"type": "string",
"description": "Guardian for minor children."
},
"giving_method": {
"enum": [
"research_guided",
"named_charities",
"named_fund"
],
"type": "string",
"description": "research_guided: the executor gives each cause's share to effective charities working on it, guided by MyLastWill.org research (default). named_charities: give to the specific charities listed under each cause. named_fund: create a named legacy fund (see fund)."
},
"backup_executor": {
"type": "string"
},
"backup_guardian": {
"type": "string"
},
"estate_estimate": {
"type": "number",
"description": "Rough value in USD of property passing under the will (exclude retirement accounts, life insurance and anything with a named beneficiary or joint owner). Used only for dollar estimates."
},
"has_living_trust": {
"type": "boolean",
"description": "True if the person has a revocable living trust (a new will may affect it)."
},
"minor_money_manager": {
"type": "string",
"description": "Person to manage property that minor children inherit (optional)."
},
"charitable_share_percent": {
"type": "number",
"maximum": 100,
"minimum": 0,
"description": "Percentage of the estate that goes to causes. 0 for none."
}
}
}