Preview refreshing an estate entity from its will


Prepares the estate entity's Manual Sync: its people, gifts and positions are refreshed from its linked will or intestate record, replacing what it holds now.

Shows you a preview first · kinnect_sync_estate_entity

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

Try asking

  • “Sync Dad's estate entity with his updated will.”

  • “Refresh Mom's estate from her will.”

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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