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MCPサーバー

FinalPeace

co.finalpeace/estate-planning
法務・コンプライアンス 公開・接続可能 MCP 2025-11-25

このMCPでできること

Provides US estate-planning document requirements, preparation gap assessments, and post-loss checklists for all 50 states.

機能

ツール

4 ツール
assess_estate_planning_gaps
Score how prepared someone's end-of-life planning is and rank what is missing by consequence. Pass whichever answers are known; unanswered areas are reported back as questions to ask. Use this when someone wants to know where they stand, what to do first, or whether their planning has holes. No account needed.
読み取り専用
入力スキーマ 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'hasWill': {'type': 'boolean', 'description': 'Has a valid signed will'}, 'hasFinancialPoa': {'type': 'boolean', 'description': 'Named someone to handle finances if incapacitated'}, 'wishesAreRecorded': {'type': 'boolean', 'description': 'The people close to them know what they would want'}, 'hasHealthCareAgent': {'type': 'boolean', 'description': 'Named someone to make medical decisions for them'}, 'documentsAreFindable': {'type': 'boolean', 'description': 'Family could actually locate the documents'}, 'beneficiariesAreCurrent': {'type': 'boolean', 'description': 'Account and policy beneficiary designations are up to date'}}}
connect_finalpeace_account
Explain how to connect an existing FinalPeace account so the member tools (vault contents, personal checklist progress, next steps) become available. Use this only if someone says they already have a FinalPeace account and wants their own data.
読み取り専用
入力スキーマ 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
find_state_document_requirements
Look up what a specific US state legally requires to execute a will, financial power of attorney, health care proxy, or living will — how many witnesses, whether a notary is needed, who is barred from witnessing, and whether the state publishes an official form. Use this whenever someone asks what their state requires for estate planning or advance directive paperwork. Covers all 50 states. No account needed.
読み取り専用
入力スキーマ 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['state'], 'properties': {'state': {'type': 'string', 'description': "US state as a two-letter code or full name, e.g. 'TX' or 'Texas'"}, 'documentType': {'enum': ['will', 'financial_poa', 'health_care_proxy', 'living_will'], 'type': 'string', 'description': 'Omit to get requirements for all four document types in that state'}}}
get_after_loss_first_steps
Get the practical checklist of what has to be done after someone dies, organized by when it actually matters: the first 24-48 hours, the first week, the first month, and ongoing. Use this when someone has recently lost a person and is asking what to do, what comes first, or what they might be forgetting. No account needed.
読み取り専用
入力スキーマ 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'phase': {'enum': ['first_48_hours', 'first_week', 'first_month', 'ongoing'], 'type': 'string', 'description': 'Omit to get all phases; pass one to focus on the immediate horizon'}}}
履歴

最近のツール変更

変更
connect_finalpeace_account
2026年9月25日3:01
変更
assess_estate_planning_gaps
2026年9月25日3:01
変更
get_after_loss_first_steps
2026年9月25日3:01
変更
find_state_document_requirements
2026年9月25日3:01
追加
connect_finalpeace_account
2026年9月17日7:58
追加
assess_estate_planning_gaps
2026年9月17日7:58
追加
get_after_loss_first_steps
2026年9月17日7:58
追加
find_state_document_requirements
2026年9月17日7:58
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