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    Successie Overzicht

    6

    Automated structuring of inheritance dossiers, devolution proposals, and estate assets for notary professionals.

    $7

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    successie-overzicht

    Example session with this skill installed

    Maak een successieoverzicht voor het dossier van Jan Janssens. Hij was gehuwd onder het wettelijk stelsel, heeft 2 kinderen, en een woning ter waarde van 350k en 50k op de bank. overleden op 10 mei.

    • Read your context and instructions
    • Compiled the successie-overzicht

    Successie-overzicht: Jan Janssens

    Devolutie:

    • LLE: Vruchtgebruik op de gehele nalatenschap.
    • Kinderen (2): Elk 1/2 in blote eigendom.

    Boedelstaat:

    • Actief: Woning (€350.000), Banktegoeden (€50.000).
    • Passief: Begrafeniskosten (nog in te vullen).

    Deadline Aangifte: 10 september.

    Connects securely to your tools. The creator never sees your data.

    About this skill

    Streamline Inheritance Dossiers for Notarial Professionals

    This skill automates the initial structuring of inheritance dossiers (successie-overzicht) for notary offices and legal professionals. It transforms fragmented estate data—family records, bank statements, property values, and wills—into a coherent, professional overview ready for notary verification.

    What it does

    The skill processes raw case files to generate three core components: a devolution proposal (who inherits what shares), a detailed statement of assets and liabilities (actief/passief), and a strategic roadmap for the declaration of inheritance including legal deadlines.

    • Devolution Logic: Maps out legal heirs and testamentary deviations, including usufruct (vruchtgebruik) and bare ownership (blote eigendom).
    • Asset Management: Categorizes movable/immovable assets and liabilities, flagging items requiring official valuation.
    • Compliance Roadmap: Calculates critical filing deadlines (e.g., the 4-month Belgian rule) and identifies missing CRT/CRH searches.
    • Due Diligence: Automatically generates a Q&A list for heirs to resolve data gaps.

    Why use this skill?

    Instead of manually auditing folders and spreadsheets, developers can use this skill to provide legal staff with an immediate "first draft" of the estate. It reduces administrative overhead while ensuring that specific legal nuances, like insurance clauses and reservation checks, are never overlooked.

    Built by Nex AI. More skills and info at nex-ai.be and slopsome.com.

    Find more skills like this on the Claude Skills Marketplace, the Codex Skills Marketplace and the Gemini Skills Marketplace, or browse Claude Skills for Finance & Accounting.

    • Not a substitute for legal advice.
    • No automatic tax calculations.
    • Requires manual verification of devolution logic and CRT/CRH data.

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    How to use

    1. 1

      Connect your agent to the Agensi MCP

      Copy the prompt and paste it into Claude, ChatGPT, Cursor or any agent that supports MCP. It sets up the connection for you. Manual setup

    2. 2

      Sign in to Agensi

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    3. 3

      Ask for what you need

      Your agent loads this skill and uses it on your task. It always asks before buying a skill.

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    Security scan passed 3 months ago

    Permissions

    Terminal / Shell
    Listed5 months ago
    Updated3 months ago

    What's inside

    Frequently Asked Questions

    This skill automates the labor-intensive process of auditing raw estate documents to generate a structured devolution proposal, a statement of assets and liabilities, and a compliance roadmap for notary professionals.

    The skill is designed to process Belgian-specific legal requirements, including CRL/CRH checks, usufruct calculations, and the 4-month filing deadline for inheritance declarations.

    While it performs rigorous data structuring and due diligence, the output is intended as a high-quality 'first draft' that should always be reviewed and finalized by a qualified legal professional.

    Upon purchase, you receive the full agent skill configuration, a guide on document input formatting, and access to future version updates tailored to legislative changes.

    Successie-overzicht is compatible with most leading LLM-based agents and can be integrated into existing legal-tech workflows via API or supported marketplace platforms.

    The skill is built to process a wide range of estate data, including family records, bank statements, property valuations, and testamentary documents in common digital formats.

    New in Finance & Accounting