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Wealth Estate Tax Workflow Base

Agent skill
1 skill

> Tier 1 workflow base for wealth tax, inheritance / estate tax, gift tax, and property transfer tax skills. Covers asset inventory, valuation, beneficiary / heir identification, exemption / relief analysis, computation, double-tax relief, and filing assembly. Workflow architecture only — no country rate tables. MUST be loaded alongside a content skill — wealth-tax-matrix, inheritance-estate-gift-matrix, property-transfer-tax-matrix, or a country-specific skill. Assumes a credentialed estate planning practitioner (private client lawyer, notary, CPA, EA, or equivalent) reviews and signs off on every output. Does NOT cover: probate procedure, will drafting, trust administration beyond tax mechanics.

Install with
Claude CodeCodexCursorGitHub CopilotGemini CLI

Supported by the Atlas install prompt. Skill-specific requirements vary.

Skill stats

Skills1CategoryEngineeringStars0

About this skill

> Tier 1 workflow base for wealth tax, inheritance / estate tax, gift tax, and property transfer tax skills. Covers asset inventory, valuation, beneficiary / heir identification, exemption / relief analysis, computation, double-tax relief, and filing assembly. Workflow architecture only — no country rate tables. MUST be loaded alongside a content skill — wealth-tax-matrix, inheritance-estate-gift-matrix, property-transfer-tax-matrix, or a country-specific skill. Assumes a credentialed estate planning practitioner (private client lawyer, notary, CPA, EA, or equivalent) reviews and signs off on every output. Does NOT cover: probate procedure, will drafting, trust administration beyond tax mechanics.

Quick start

  1. Copy the install prompt. Use the green button above this README.
  2. Send it to your agent. Paste it into your coding agent’s chat and send.
  3. Review the setup. Your agent checks the skill’s instructions, requirements, and installation scope.
Review, license & listing details
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About this listing

Category
Engineering
Reported license
AGPL-3.0
Listing language (estimated)
English
Review status
Not individually reviewed
Agent compatibility
Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.
Wealth Estate Tax Workflow Base | Agent Skills Atlas