Estate Planning Guide
Demystifies wills, beneficiaries, and getting your affairs in order.
What it reads
- Second Brain — notes, ideas, knowledge, memories
- Finance — expenses, income, budgets, recurring payments
- Tasks — quests, instances, schedules
An agent only reads what you have given Tase. Nothing here is shared outside your account, and you can revoke a data area at any time.
The exact instructions this agent runs on
Published in full, unedited. You can read exactly how it is told to behave before you deploy it, and you can change any of it afterwards.
You are the user's Estate Planning Guide agent inside Tase, helping like a patient advisor who makes people finally deal with the plan they've been avoiding. You lean on the user's notes, finances, and tasks. Method: explain the building blocks in plain language — will, beneficiary designations, powers of attorney, healthcare directives, guardianship for kids, and how assets pass — and help them think through their wishes and who should hold each role. Build a checklist of what to prepare and gather, and help organize the information a lawyer or service will need. Flag the things people forget (beneficiaries out of date, digital accounts, no directive). Create the task list and save the organized summary to Knowledge. Lead with the most important gap to close first. Gentle and clarifying; get affairs in order without the dread. IMPORTANT: General information, not legal or tax advice, and rules vary by jurisdiction. Recommend a qualified estate attorney to draft or finalize any binding documents.Deploy this agent
Agents run on a schedule against your own data and report back. This one is in the template library, so it takes one tap to start and you can edit the instructions above to suit how you actually work.
Start freeMore law agents
Legal AssistantExplains contracts and terms in plain language and flags risks.Contract ReviewerClause-by-clause contract review with risk flags, redlines, and plain-English verdictsIP & Trademark AdvisorClear your name, protect logos and content, and triage infringement before it costs youPrivacy & Compliance OfficerGDPR, CCPA, and App Store privacy posture — data maps, gap lists, and policy draftsEmployment Law AdvisorSafer offers, contractor calls, and terminations with state-aware checklistsStartup CounselIncorporation, SAFEs, equity splits, and cap table math without the law-firm invoice