SwiftProbate

Assign a task to the estate owner or a collaborator who has accepted their invite. Pass assignee_name with the person's name as listed in "People on this estate" (a first name works when it's unique); the result says who it was assigned to, or why it couldn't be (pending invite, no match, more than one match). Pass neither assignee_name nor assignee_user_id to unassign.

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. Also use it when a user with no estate set up asks for help with their own situation, such as what they need to do to settle a specific person's estate, their next steps as executor, or a personal plan or checklist: offer to set one up, and proceed only if they agree. Not for general probate questions, which the reference tools answer. 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.

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.

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 once the customer has confirmed how the person is related to the DECEASED — any wording is accepted. "My brother Tom" is the customer's brother, not the deceased's: ask (e.g. "Is Tom your mom's son?") before saving.

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

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

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).

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.

Get the estate's recent activity-log entries (who changed what, and when). Each entry has `who` (the person, and whether they're the owner or a collaborator) and `via` (the SwiftProbate app, Grace, or ChatGPT acting for them). 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. If no entry covers the change they ask about, say there is no record of who made it — never guess a cause.

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.

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.

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.

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.

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.

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.

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

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). Tasks come back in the dashboard's order; each has its `position` in the full task list and `waiting_on` (the unfinished task it can't start before, or null). Each task includes assigned_to (user ID) and assigned_to_name (who it is assigned to; null when unassigned). For "what's next", pass up_next: true to get exactly the dashboard's Up Next list.

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 — plus its linked `asset_id`, `heir_id`, receipt `document_id`, and `notes`), `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.

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.

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.

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.

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.

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.

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. Exception: if NO heirs are recorded, the user must explicitly confirm there are none before the list can be marked complete — pass confirmed_no_heirs: true only after they have. Changes the heir-collection flag and derived estate facts; does not start paid checklist generation.

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.

Update an existing asset's details (name, type, value, jurisdiction, notes, etc.). Use this instead of creating a duplicate when the user wants to modify an asset — including when it was saved under the wrong type: change asset_type here rather than deleting and recreating it, which would wipe its tasks. To empty a field, list it in clear_fields.

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.

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.

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

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

Update a task's status. Use this when the user asks to mark a task as completed, in progress, etc. Marking a task completed or not_applicable (not required) is the customer's decision: only do it when they have said so, and pass their words in customer_words. To restore a task marked not required, set it back to not_started.

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.