update_estate

com.swiftprobate/probate · Verify this server

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.