jwl-estate-planning

Public MCP server for New York estate-planning logic.

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What it can do

  • Estate Planning Recommend: Recommend Will, Revocable Trust, or Credit Shelter Trust planning for a New York client. Returns the primary recommendation (will/trust/choice), reasoning items citing the t
  • Ny Estate Tax Estimate: Estimate the New York estate tax under NY Tax Law § 952 for a given taxable estate value. Applies the current-year exemption ($7.35M for 2026) and the 105% cliff provision ($7,
  • Asset Breakdown: Categorize a set of assets into named buckets (real estate, retirement, brokerage, life insurance, etc.) and return totals plus per-category percentages. Mirrors the breakdown shown o

What data it sees

Do you need an account

No: the server works without sign-in

Public MCP server for New York estate-planning logic. Recommend Will / Trust / CST plans based on family + assets, estimate NY § 952 estate tax with the 105% cliff phaseout, categorize estate assets, and compute EPTL 4-1.1 intestate distribution with by-representation math. Hosted by Jessica Wilson P.C., Brooklyn NY. Public, unauthenticated, rate-limited per IP per tool.

How to connect

How to connect jwl-estate-planning to Claude

The server address to paste into Claude settings:

https://jwl-estate-planning--jessicawilsonlaw.run.tools

  1. Open Claude (claude.ai or the desktop app).
  2. Go to Settings → Connectors.
  3. Click Add custom connector.
  4. Paste the server address copied below into Remote MCP server URL and click Add.
  5. In a chat, click + → Connectors and switch the new connector on.

Custom connectors are available on Free, Pro, Max, Team and Enterprise plans (Free is limited to one). On Team and Enterprise an organization Owner adds the connector first under Organization settings → Connectors.

Authorization

After you click Add, a sign-in window for the service opens. Sign in with your own account and approve access. Claude never sees your password.

How to connect jwl-estate-planning to ChatGPT

The server address to paste into ChatGPT settings:

https://jwl-estate-planning--jessicawilsonlaw.run.tools

  1. Open ChatGPT in a browser (chatgpt.com). A Plus, Pro, Business, Enterprise or Edu plan is required.
  2. Turn on developer mode once: Settings → Apps → Advanced settings → Developer mode.
  3. Open Settings → Connectors and click Create.
  4. Fill in the form: Name (anything), Description (one line about what the service does), MCP server URL (copy it below).
  5. Under Authentication choose OAuth if the service requires sign-in, otherwise None. Click Create.
  6. In a new chat open + → Apps/Connectors and enable the connector.

OpenAI has renamed this section before (Connectors → Apps/Plugins). If the label differs, search settings for "developer mode". On Business/Enterprise workspaces an admin must allow custom connectors first.

Authorization

On first use ChatGPT opens the service's sign-in window. Sign in and approve access.

How to connect jwl-estate-planning to Cursor

The server address to paste into Cursor settings:

https://jwl-estate-planning--jessicawilsonlaw.run.tools

Fastest: click Open in Cursor below and confirm the prompt.

Manually:

  1. In Cursor open Settings → Cursor Settings → MCP and click Add new global MCP server.
  2. Paste the JSON copied below into ~/.cursor/mcp.json (per project: .cursor/mcp.json in the repo root).
  3. Save the file. The server appears in the MCP list; authorize it there if asked.

Authorization

If the service needs sign-in, an authorize button appears next to the server in the MCP list.

Server tool list (4)

Raw names from tools/list. Only developers need these.

estate_planning_recommendRecommend Will, Revocable Trust, or Credit Shelter Trust planning for a New York client. Returns the primary recommendation (will/trust/choice), reasoning items citing the triggering facts, add-on planning structures (MAPT, ILIT, SNT, QTIP, etc.), the asset snapshot, and the estimated NY estate tax with no planning in place.
ny_estate_tax_estimateEstimate the New York estate tax under NY Tax Law § 952 for a given taxable estate value. Applies the current-year exemption ($7.35M for 2026) and the 105% cliff provision ($7,717,500 for 2026). Result is informational; not legal or tax advice.
asset_breakdownCategorize a set of assets into named buckets (real estate, retirement, brokerage, life insurance, etc.) and return totals plus per-category percentages. Mirrors the breakdown shown on the snapshot quiz result page.
ny_intestacy_distributionCompute the New York intestate distribution under EPTL § 4-1.1 for a decedent who died without a valid will. Input is a family tree (which relatives survived; for pre-deceased ones, their own descendants). Output names each share, the fraction, optional dollar amount, and a notes array calling out edge-case rules (half-blood siblings, adoption, paternity, spousal disqualification) that may affect the result.