Search Skills
883 skills found
United States
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trusts-and-estates
Estate Administration Summary
Produces structured status summaries of U.S. estate administration proceedings from probate filings, wills, asset inventories, creditor claims, tax r…
United States
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trusts-and-estates
Elder Law Summary
Generates structured elder law summaries covering estate planning, elder abuse, healthcare rights, Medicaid eligibility, and guardianship with priori…
United States
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trusts-and-estates
Durable Power of Attorney for Finances
Drafts state-specific Durable Power of Attorney for Finances documents authorizing an agent to manage a principal's financial affairs during incapaci…
United States
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trusts-and-estates
Charitable Remainder Trust (CRT)
Drafts IRC 664–compliant Charitable Remainder Trust agreements (CRAT/CRUT), covering payout math, remainder qualification, trustee powers, and tax co…
United States
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trusts-and-estates
Certificate of Trust
Drafts a Certificate of Trust (Abstract/Memorandum of Trust) that verifies trustee authority for third-party reliance without disclosing full trust t…
United States
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trusts-and-estates
Advance Health Care Directive
Drafts jurisdiction-specific Advance Health Care Directive packages with agent appointment, living will instructions, HIPAA authorization bridge, org…
United States
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trusts-and-estates
Advance Directive vs. POLST Comparison
Produces a plain-language comparison of advance directives and POLST/MOLST forms, covering legal status, clinician signatures, emergency precedence, …
United States
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trade
International Trade Law Summary
Produces structured U.S.-focused international trade law summaries covering tariffs, customs, export controls, sanctions, trade remedies, and trade a…
United States
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trade
Import Compliance Manual
Drafts a U.S. import compliance manual demonstrating reasonable care under 19 U.S.C. § 1484. Covers HTS classification, customs valuation (19 U.S.C. …
United States
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trade
CBP Form 19 — Protest of Customs Decision
Drafts CBP Form 19 protests under 19 U.S.C. § 1514 and 19 C.F.R. Part 174 challenging tariff classification, valuation, origin, and trade preference …
United States
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trade
Customs Power of Attorney
Drafts a U.S. Customs Power of Attorney authorizing a licensed customs broker to transact customs business on behalf of an importer or exporter under…
United States
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trade
C-TPAT Security Profile
Drafts a submission-ready C-TPAT Security Profile from verified company records for U.S. CBP enrollment, recertification, or validation prep. Use whe…
United States
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trade
USMCA/NAFTA Certificate of Origin
Drafts USMCA/NAFTA Certificates of Origin for preferential tariff treatment on US-Mexico-Canada goods. Verifies origin criteria, HS classifications, …
United States
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trade
CBP Binding Ruling Request (19 CFR Part 177)
Drafts U.S. Customs and Border Protection binding ruling requests under 19 CFR Part 177 for tariff classification, valuation, origin, and marking det…
United States
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trade
C-TPAT Security Profile
Drafts a U.S. C-TPAT Security Profile for CBP submission covering physical, personnel, procedural, conveyance, and IT security domains. Use when prep…
United States
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tmt
Telecommunications Law Summary
Generates executive-level summaries of recent US telecommunications law developments covering spectrum rights, network access, privacy, infrastructur…
United States
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tmt
Interconnection Agreement
Drafts U.S. telecommunications Interconnection Agreements (ICAs) under 47 U.S.C. §§ 251-252 and FCC Part 51, covering POIs, traffic classification, r…
United States
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tax
Taxpayer Correspondence
Drafts structured taxpayer correspondence summarizing tax records, income, deductions, credits, and tax positions. Covers IRS/state inquiry responses…
United States
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tax
Request for Tax Clearance Certificate
Drafts formal request letters for Tax Clearance Certificates from state tax authorities on behalf of corporate entities. Triggers on tax clearance re…
United States
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tax
IRS Form SS-4 — EIN Application
Drafts IRS Form SS-4 (EIN Application) by extracting entity details from formation documents. Use when forming a new business entity, applying for a …
United States
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tax
Final Tax Return Filing
Drafts U.S. final tax return filing packets for decedent estates or dissolving entities, covering final-status designation, short-period reporting, l…
United States
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tax
Corporate Final Tax Return Filing
Prepares IRS-compliant final tax returns for dissolving C-corps (Form 1120), S-corps (Form 1120-S), and partnerships (Form 1065). Covers short-year r…
United States
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tax
Document Retention Policy (Nonprofit)
Drafts board-adoptable document retention policies for nonprofit organizations with IRS-grounded retention schedules, destruction protocols, and liti…
United States
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securities
Transfer Agent Agreement
Drafts U.S. transfer agent agreements between issuers and SEC-registered transfer agents covering appointment, stock ledger, transfer processing, Rul…