Use the skill in Claude
Paste call notes, a disclosure or a stack of documents and get firm-quality work back in minutes. Someone still has to start it.
Free Claude skillsClaude skills for estate planning & probate firms.
Ready-made skills that teach Claude how an estate planning and probate practice works, from the first call through the signing, the probate clock and keeping the family informed. Download one, upload it to Claude, and your team uses it today.
10 skillsPick the part of the case you want back.
Each skill is a folder of instructions Claude follows every time. Download it, upload it to Claude or drop it into Claude Code, and the next prompt uses it.
Estate planning & probate
Intake and asset review
Intake and asset reviewPOPULAR
Estate Planning Intake Summary
Turns intake notes into a family, asset and goals summary; calls the client back for missing details.
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Intake and asset review
Asset Titling Inventory
Lists each asset and how it's held (trust, joint, beneficiary, probate), showing what passes outside probate, what needs retitling to fund a trust, and conflicts between titling and the plan.
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Wills, trusts and signings
Wills, trusts and signings
Will and Trust Plain-English Summary
Explains the client's own documents in plain language: who's in charge, who gets what, what happens if someone dies first, what's missing or outdated.
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Wills, trusts and signings
Document Signing Prep
What to bring and who must attend (witnesses, notary, ID, spouse); a reminder call before the signing appointment.
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Wills, trusts and signings
Annual Plan Review Reminder
Calls clients to check for life changes (marriage, divorce, new child, death, a move to another state, new property or business, health changes of a fiduciary); produces the review checklist and a short outreach script.
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Probate and trust administration
Probate and trust administrationPOPULAR
Probate Intake and Deadlines
New-matter summary, the deadlines to verify, and the documents to collect from the family.
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Probate and trust administration
Trust Administration Checklist
Trustee to-do list by phase (immediate, inventory/valuation, notices, administration, accounting, distribution, closing), with update calls to beneficiaries.
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Probate and trust administration
Beneficiary Update Letter
Plain-English status update letter to heirs; Claude can also call them with it.
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Conservatorships and disputes
Conservatorships and disputes
Conservatorship Petition Outline
Organizes the facts and the declarations needed (some states say guardianship of an adult): less-restrictive alternatives, capacity evidence, proposed conservator, notice parties.
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Conservatorships and disputes
Inheritance Dispute Chronology
Dated timeline of events and the documents behind each one: will/trust versions, health and capacity events (described neutrally), who was present, gifts, communications. Source column on every row.
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Where this goes nextSkills help when someone is at the desk. Lawtte keeps working when no one is.
A skill makes the person using Claude faster. Lawtte answers the calls that start the work and places the calls it ends in.
The work starts and ends on the phone
Every skill depends on someone answering the call that brings the facts in, and someone calling the client back when something is missing.
Lawtte answers the first call
Lawtte picks up every call, gently runs an estate planning or probate intake, books the consultation and hands your team a finished summary.
Claude makes the follow-up call
When the work ends in a call, like reminding a client of their signing appointment or updating the heirs, Claude asks Lawtte and an AI voice places it.
30 minutes
Built around your practice
No generic slide deck
