jwl-estate-planning
Public MCP server for New York estate-planning logic.
Community: Submitted by a user or imported; check the owner before granting accessOnlineNo sign-inGlobalFreeRead-only
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.
Server tool list (4)
Raw names from tools/list. Only developers need these.
| 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 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_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 ($7,717,500 for 2026). Result is informational; not legal or tax advice. |
| 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 on the snapshot quiz result page. |
| ny_intestacy_distribution | Compute 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. |