Preview a change to a gift or its terms


Prepares a gift of a specific item in a will or trust, a transfer-on-death (TOD) designation on an asset, or the terms of a gift, such as when it pays and who takes it instead.

Shows you a preview first · kinnect_change_gifts

This prepares a preview. Claude shows you exactly what will change, and Kinnect saves it only after you say yes.

Try asking

  • “In Dad's will, leave the lake house to Sarah.”

  • “Add a TOD designation on the brokerage account naming Sarah and John at 50% each.”

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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