Estate & Beneficiaries report


Reads an Estate & Beneficiaries page: the Estate Flowchart (played from the view's saved scenario), Distribution Assignments, Estate Assets, Estate Liabilities, Life Insurance Policies, Transfer Mechanisms or Items to Resolve.

Reads only · kinnect_get_estate_report

Try asking

  • “Walk me through the Estate Flowchart for Mom and Dad.”

  • “Who receives Dad's assets at his death?”

Ask in your own words: Claude picks this tool when it fits your question. More examples in Kinnect MCP examples. Not connected yet? See How to set up Kinnect MCP.


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