MyLastWill

Free U.S. wills, codicils and charitable bequest wording, plus will-signing rules for every state.

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Calidad y seguridad

A
Calidad de la descripción
91%
Integridad del esquema
92%
Calidad de los nombres
92%
Riesgo de envenenamiento
100%
Coincidencia de permisos
90%
Cumplimiento del protocolo
100%

Hallazgos (3)

  • LOWTool 'get_bequest_language' description lacks action verben get_bequest_language
  • LOWTool 'charity_beneficiary_designations' name length outside 3-30 rangeen charity_beneficiary_designations
  • LOWTool 'fetch' suggests web access but openWorldHint=falseen fetch

Basado en el análisis automatizado de las definiciones de herramientas y el cumplimiento del protocolo.

Costo de contexto

~4,932Tokens (definiciones de herramientas)
~4.8 KBTamaño de respuesta típico
Impacto significativo en la atención (3.85% del contexto de 128k)

Este es el número aproximado de tokens que se consumen cada vez que las herramientas del servidor se cargan en el contexto de un modelo. Los recuentos más altos reducen la atención disponible para otras tareas.

Instalar

Instalación con un clic

Agrega esto a tu archivo `claude_desktop_config.json`:

{
  "mcpServers": {
    "mylastwill": {
      "url": "https://mylastwill.org/mcp"
    }
  }
}

Puntos de conexión remotos

https://mylastwill.org/mcpstreamable-http

Qué puede hacer

Inventario de herramientas

Herramientas (10)

🟢 Solo lectura🟡 Escritura🔴 Eliminación⚪ Desconocido
🟢create_will(person, family, executor, backup_executor, guardian, ...)

Draft a complete U.S. last will and testament, optionally with charitable gifts to causes the person chooses. For people who want to make, write or update a will. Every name and fact in the input comes from the person. Returns the will text, a state-specific signing checklist, a plain-English summary of who inherits, and warnings to resolve before signing. Not legal advice; wills are not produced for Louisiana or North Carolina residents (gift wording is returned instead).

Esquema de entrada

{
  "type": "object",
  "properties": {
    "person": {
      "type": "object",
      "description": "The person making the plan.",
      "properties": {
        "full_name": {
          "type": "string",
          "description": "Full legal name, exactly as it should appear in the document."
        },
        "state": {
          "type": "string",
          "description": "U.S. state (or DC) where the person lives: full name or two-letter code."
        },
        "city": {
          "type": "string",
          "description": "City or county of residence (optional)."
        }
      },
      "required": [
        "full_name",
        "state"
      ]
    },
    "family": {
      "type": "object",
      "description": "Family and who inherits the part of the estate that does not go to causes.",
      "properties": {
        "married": {
          "type": "boolean"
        },
        "spouse_name": {
          "type": "string",
          "description": "Spouse's full legal name."
        },
        "children": {
          "type": "array",
          "items": {
            "type": "string"
          },
          "description": "Full names of all children, including adopted children. Use [] if none."
        },
        "minor_children": {
          "type": "boolean",
          "description": "True if any child is under 18."
        },
        "plan": {
          "type": "string",
          "enum": [
            "spouse_then_children",
            "children",
            "spouse",
            "named_people"
          ],
          "description": "Who inherits the family share. Defaults: spouse then children if married with children; spouse if married without children; children if unmarried with children; otherwise named_people."
        },
        "people": {
          "type": "array",
          "description": "For plan named_people: who inherits and each person's percentage of the family share.",
          "items": {
            "type": "object",
            "properties": {
              "name": {
                "type": "string"
              },
              "relationship": {
                "type": "string"
              },
              "percent": {
                "type": "number"
              }
            },
            "required": [
              "name"
            ]
          }
        },
        "grandchildren_take_parent_share": {
          "type": "boolean",
          "description": "If a beneficiary dies first, their share passes to their own children (per stirpes). Default true."
        }
      }
    },
    "executor": {
      "type": "string",
      "description": "Full name of the executor (personal representative)."
    },
    "backup_executor": {
      "type": "string"
    },
    "guardian": {
      "type": "string",
      "description": "Guardian for minor children."
    },
    "backup_guardian": {
      "type": "string"
    },
    "minor_money_manager": {
      "type": "string",
      "description": "Person to manage property that minor children inherit (optional)."
    },
    "estate_estimate": {
      "type": "number",
      "description": "Rough value in USD of property passing under the will (exclude retirement accounts, life insurance and anything with a named beneficiary or joint owner). Used only for dollar estimates."
    },
    "charitable_share_percent": {
      "type": "number",
      "minimum": 0,
      "maximum": 100,
      "description": "Percentage of the estate that goes to causes. 0 for none."
    },
    "backstop": {
      "type": "boolean",
      "description": "If no one named in the will survives, give everything to the causes instead of to unnamed relatives or the state. Off unless the person explicitly wants it."
    },
    "causes": {
      "type": "array",
      "maxItems": 8,
      "description": "Causes that receive the charitable gift, with each one's share. Use list_causes for the built-in causes, or describe your own.",
      "items": {
        "type": "object",
        "properties": {
          "cause": {
            "type": "string",
            "description": "A cause slug or name from list_causes (e.g. \"cancer\", \"animal-welfare\", \"hometown\", \"faith\"), or a short name for a cause of the person's own."
          },
          "custom_purpose": {
            "type": "string",
            "description": "For a cause not in list_causes: what the money should be used for, e.g. \"research into Alzheimer's disease\"."
          },
          "percent": {
            "type": "number",
            "minimum": 0,
            "maximum": 100,
            "description": "This cause's share of the charitable gift. Shares are scaled to total 100%."
          },
          "community": {
            "type": "string",
            "description": "For the \"hometown\" cause: the city, town or county to benefit."
          },
          "charity": {
            "type": "object",
            "description": "A specific organization to receive this cause's share (required for \"faith\"; optional otherwise).",
            "properties": {
              "name": {
                "type": "string",
                "description": "The organization's full legal name."
              },
              "city_state": {
                "type": "string",
                "description": "City and state of the organization."
              },
              "ein": {
                "type": "string",
                "description": "Federal tax ID (EIN), e.g. 12-3456789 (optional)."
              }
            }
          }
        },
        "required": [
          "cause"
        ]
      }
    },
    "giving_method": {
      "type": "string",
      "enum": [
        "research_guided",
        "named_charities",
        "named_fund"
      ],
      "description": "research_guided: each cause's share goes to Systemic Altruism Foundation's (EIN 87-2067921) Cause Fund for that cause, which grants it to effective charities working on it, guided by MyLastWill.org research (default). named_charities: give to the specific charities listed under each cause. named_fund: create a named legacy fund (see fund)."
    },
    "fund": {
      "type": "object",
      "description": "Only for giving_method named_fund: a foundation-style named fund that keeps giving.",
      "properties": {
        "name": {
          "type": "string",
          "description": "Fund name, e.g. \"The Ellis Family Fund\"."
        },
        "lifespan": {
          "type": "string",
          "enum": [
            "10",
            "25",
            "forever"
          ],
          "description": "Spend everything within about 10 or 25 years, or keep it permanent (about 5% a year)."
        },
        "advisors": {
          "type": "array",
          "maxItems": 3,
          "items": {
            "type": "string"
          },
          "description": "Up to three people who will recommend grants."
        },
        "mission": {
          "type": "string",
          "description": "The fund's mission in the person's own words."
        },
        "use_research": {
          "type": "boolean",
          "description": "Ask that grants follow MyLastWill.org's research (default true)."
        }
      }
    },
    "has_living_trust": {
      "type": "boolean",
      "description": "True if the person has a revocable living trust (a new will may affect it)."
    }
  },
  "required": [
    "person"
  ]
}
🟢add_charity_to_existing_will(person, existing_will_date, charitable_share_percent, charitable_gift_amount, estate_estimate, ...)

Draft a codicil (a short signed amendment) that adds a charitable gift to a will the person already has, plus gift wording to give their attorney. Use when someone already has a will and wants to leave a percentage or dollar amount to causes or charities. Not legal advice; for Louisiana and North Carolina residents only the gift wording is returned.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "person": {
      "type": "object",
      "description": "The person making the plan.",
      "properties": {
        "full_name": {
          "type": "string",
          "description": "Full legal name, exactly as it should appear in the document."
        },
        "state": {
          "type": "string",
          "description": "U.S. state (or DC) where the person lives: full name or two-letter code."
        },
        "city": {
          "type": "string",
          "description": "City or county of residence (optional)."
        }
      },
      "required": [
        "full_name",
        "state"
      ]
    },
    "existing_will_date": {
      "type": "string",
      "description": "Date the existing will was signed, YYYY-MM-DD (optional)."
    },
    "charitable_share_percent": {
      "type": "number",
      "minimum": 0,
      "maximum": 100,
      "description": "Percentage of the residuary estate to give. Use this or charitable_gift_amount."
    },
    "charitable_gift_amount": {
      "type": "number",
      "minimum": 0,
      "description": "A fixed dollar amount to give instead of a percentage."
    },
    "estate_estimate": {
      "type": "number",
      "description": "Rough value in USD of property passing under the will (for dollar estimates only)."
    },
    "causes": {
      "type": "array",
      "maxItems": 8,
      "description": "Causes that receive the charitable gift, with each one's share. Use list_causes for the built-in causes, or describe your own.",
      "items": {
        "type": "object",
        "properties": {
          "cause": {
            "type": "string",
            "description": "A cause slug or name from list_causes (e.g. \"cancer\", \"animal-welfare\", \"hometown\", \"faith\"), or a short name for a cause of the person's own."
          },
          "custom_purpose": {
            "type": "string",
            "description": "For a cause not in list_causes: what the money should be used for, e.g. \"research into Alzheimer's disease\"."
          },
          "percent": {
            "type": "number",
            "minimum": 0,
            "maximum": 100,
            "description": "This cause's share of the charitable gift. Shares are scaled to total 100%."
          },
          "community": {
            "type": "string",
            "description": "For the \"hometown\" cause: the city, town or county to benefit."
          },
          "charity": {
            "type": "object",
            "description": "A specific organization to receive this cause's share (required for \"faith\"; optional otherwise).",
            "properties": {
              "name": {
                "type": "string",
                "description": "The organization's full legal name."
              },
              "city_state": {
                "type": "string",
                "description": "City and state of the organization."
              },
              "ein": {
                "type": "string",
                "description": "Federal tax ID (EIN), e.g. 12-3456789 (optional)."
              }
            }
          }
        },
        "required": [
          "cause"
        ]
      }
    },
    "giving_method": {
      "type": "string",
      "enum": [
        "research_guided",
        "named_charities",
        "named_fund"
      ],
      "description": "research_guided: each cause's share goes to Systemic Altruism Foundation's (EIN 87-2067921) Cause Fund for that cause, which grants it to effective charities working on it, guided by MyLastWill.org research (default). named_charities: give to the specific charities listed under each cause. named_fund: create a named legacy fund (see fund)."
    },
    "fund": {
      "type": "object",
      "description": "Only for giving_method named_fund: a foundation-style named fund that keeps giving.",
      "properties": {
        "name": {
          "type": "string",
          "description": "Fund name, e.g. \"The Ellis Family Fund\"."
        },
        "lifespan": {
          "type": "string",
          "enum": [
            "10",
            "25",
            "forever"
          ],
          "description": "Spend everything within about 10 or 25 years, or keep it permanent (about 5% a year)."
        },
        "advisors": {
          "type": "array",
          "maxItems": 3,
          "items": {
            "type": "string"
          },
          "description": "Up to three people who will recommend grants."
        },
        "mission": {
          "type": "string",
          "description": "The fund's mission in the person's own words."
        },
        "use_research": {
          "type": "boolean",
          "description": "Ask that grants follow MyLastWill.org's research (default true)."
        }
      }
    },
    "has_living_trust": {
      "type": "boolean",
      "description": "True if most assets are in a living trust (a codicil only reaches property passing under the will)."
    }
  },
  "required": [
    "person",
    "causes"
  ]
}
🟢charity_beneficiary_designations(person, accounts, charitable_share_percent, estate_estimate, causes, ...)

Prepare instructions for naming charities as beneficiaries of retirement accounts, life insurance, bank (payable-on-death) or brokerage (transfer-on-death) accounts, with the percentages to write on each form. No will needed. Traditional IRAs and 401(k)s are often the most tax-efficient assets to leave to charity. Charities must be named specifically.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "person": {
      "type": "object",
      "description": "The person making the plan.",
      "properties": {
        "full_name": {
          "type": "string",
          "description": "Full legal name, exactly as it should appear in the document."
        },
        "state": {
          "type": "string",
          "description": "U.S. state (or DC) where the person lives: full name or two-letter code."
        },
        "city": {
          "type": "string",
          "description": "City or county of residence (optional)."
        }
      },
      "required": [
        "full_name",
        "state"
      ]
    },
    "accounts": {
      "type": "array",
      "items": {
        "type": "string",
        "enum": [
          "traditional_ira",
          "roth_ira",
          "workplace_plan",
          "life_insurance",
          "bank_account",
          "brokerage_account"
        ]
      },
      "description": "Accounts to name charities on."
    },
    "charitable_share_percent": {
      "type": "number",
      "minimum": 0,
      "maximum": 100,
      "description": "Percentage of these accounts to leave to charity."
    },
    "estate_estimate": {
      "type": "number",
      "description": "Rough total value of these accounts in USD (for dollar estimates only)."
    },
    "causes": {
      "type": "array",
      "maxItems": 8,
      "description": "Causes that receive the charitable gift, with each one's share. Use list_causes for the built-in causes, or describe your own.",
      "items": {
        "type": "object",
        "properties": {
          "cause": {
            "type": "string",
            "description": "A cause slug or name from list_causes (e.g. \"cancer\", \"animal-welfare\", \"hometown\", \"faith\"), or a short name for a cause of the person's own."
          },
          "custom_purpose": {
            "type": "string",
            "description": "For a cause not in list_causes: what the money should be used for, e.g. \"research into Alzheimer's disease\"."
          },
          "percent": {
            "type": "number",
            "minimum": 0,
            "maximum": 100,
            "description": "This cause's share of the charitable gift. Shares are scaled to total 100%."
          },
          "community": {
            "type": "string",
            "description": "For the \"hometown\" cause: the city, town or county to benefit."
          },
          "charity": {
            "type": "object",
            "description": "A specific organization to receive this cause's share (required for \"faith\"; optional otherwise).",
            "properties": {
              "name": {
                "type": "string",
                "description": "The organization's full legal name."
              },
              "city_state": {
                "type": "string",
                "description": "City and state of the organization."
              },
              "ein": {
                "type": "string",
                "description": "Federal tax ID (EIN), e.g. 12-3456789 (optional)."
              }
            }
          }
        },
        "required": [
          "cause"
        ]
      }
    },
    "giving_method": {
      "type": "string",
      "enum": [
        "named_charities",
        "named_fund"
      ],
      "description": "Beneficiary forms need a named organization: list a charity under each cause, or use a named fund held by a sponsor."
    },
    "fund": {
      "type": "object",
      "description": "Only for giving_method named_fund: a foundation-style named fund that keeps giving.",
      "properties": {
        "name": {
          "type": "string",
          "description": "Fund name, e.g. \"The Ellis Family Fund\"."
        },
        "lifespan": {
          "type": "string",
          "enum": [
            "10",
            "25",
            "forever"
          ],
          "description": "Spend everything within about 10 or 25 years, or keep it permanent (about 5% a year)."
        },
        "advisors": {
          "type": "array",
          "maxItems": 3,
          "items": {
            "type": "string"
          },
          "description": "Up to three people who will recommend grants."
        },
        "mission": {
          "type": "string",
          "description": "The fund's mission in the person's own words."
        },
        "use_research": {
          "type": "boolean",
          "description": "Ask that grants follow MyLastWill.org's research (default true)."
        }
      }
    }
  },
  "required": [
    "person",
    "causes",
    "charitable_share_percent"
  ]
}
🟢get_bequest_language(percent, amount, state, causes, giving_method, ...)

Return sample bequest wording for a will or trust that gives a percentage or dollar amount to causes or named charities, for the person or their attorney to adapt. Use for quick questions like "how do I word a gift to charity in my will?"

Esquema de entrada

{
  "type": "object",
  "properties": {
    "percent": {
      "type": "number",
      "minimum": 0,
      "maximum": 100,
      "description": "Percentage of the residuary estate. Use this or amount."
    },
    "amount": {
      "type": "number",
      "minimum": 0,
      "description": "Fixed dollar amount."
    },
    "state": {
      "type": "string",
      "description": "U.S. state, if known."
    },
    "causes": {
      "type": "array",
      "maxItems": 8,
      "description": "Causes that receive the charitable gift, with each one's share. Use list_causes for the built-in causes, or describe your own.",
      "items": {
        "type": "object",
        "properties": {
          "cause": {
            "type": "string",
            "description": "A cause slug or name from list_causes (e.g. \"cancer\", \"animal-welfare\", \"hometown\", \"faith\"), or a short name for a cause of the person's own."
          },
          "custom_purpose": {
            "type": "string",
            "description": "For a cause not in list_causes: what the money should be used for, e.g. \"research into Alzheimer's disease\"."
          },
          "percent": {
            "type": "number",
            "minimum": 0,
            "maximum": 100,
            "description": "This cause's share of the charitable gift. Shares are scaled to total 100%."
          },
          "community": {
            "type": "string",
            "description": "For the \"hometown\" cause: the city, town or county to benefit."
          },
          "charity": {
            "type": "object",
            "description": "A specific organization to receive this cause's share (required for \"faith\"; optional otherwise).",
            "properties": {
              "name": {
                "type": "string",
                "description": "The organization's full legal name."
              },
              "city_state": {
                "type": "string",
                "description": "City and state of the organization."
              },
              "ein": {
                "type": "string",
                "description": "Federal tax ID (EIN), e.g. 12-3456789 (optional)."
              }
            }
          }
        },
        "required": [
          "cause"
        ]
      }
    },
    "giving_method": {
      "type": "string",
      "enum": [
        "research_guided",
        "named_charities",
        "named_fund"
      ],
      "description": "research_guided: each cause's share goes to Systemic Altruism Foundation's (EIN 87-2067921) Cause Fund for that cause, which grants it to effective charities working on it, guided by MyLastWill.org research (default). named_charities: give to the specific charities listed under each cause. named_fund: create a named legacy fund (see fund)."
    },
    "fund": {
      "type": "object",
      "description": "Only for giving_method named_fund: a foundation-style named fund that keeps giving.",
      "properties": {
        "name": {
          "type": "string",
          "description": "Fund name, e.g. \"The Ellis Family Fund\"."
        },
        "lifespan": {
          "type": "string",
          "enum": [
            "10",
            "25",
            "forever"
          ],
          "description": "Spend everything within about 10 or 25 years, or keep it permanent (about 5% a year)."
        },
        "advisors": {
          "type": "array",
          "maxItems": 3,
          "items": {
            "type": "string"
          },
          "description": "Up to three people who will recommend grants."
        },
        "mission": {
          "type": "string",
          "description": "The fund's mission in the person's own words."
        },
        "use_research": {
          "type": "boolean",
          "description": "Ask that grants follow MyLastWill.org's research (default true)."
        }
      }
    }
  },
  "required": [
    "causes"
  ]
}
🟢get_state_will_requirements(state)

Look up how to sign a valid will in a U.S. state: witnesses, notarization and self-proving affidavits, handwritten (holographic) wills, electronic wills and remote online notarization, plus the state's estate or inheritance tax, with statute links.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "state": {
      "type": "string",
      "description": "U.S. state or DC: full name or two-letter code."
    }
  },
  "required": [
    "state"
  ]
}
🟢lookup_charity(query, ein, state)

Find a U.S. charity's exact legal name, EIN (federal tax ID), city and state, and 501(c)(3) status from IRS filings (via ProPublica Nonprofit Explorer), with ready-to-use bequest and beneficiary-form wording. Helpful before a specific charity is named in a will or on a beneficiary form, because many charities have similar names. Search by name (optionally with a state), then look up the chosen organization by EIN. Churches and very small charities may not appear because they don't file Form 990.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "query": {
      "type": "string",
      "description": "Charity name to search for, e.g. \"St. Jude Children's Research Hospital\"."
    },
    "ein": {
      "type": "string",
      "description": "Federal tax ID (EIN), e.g. 13-1788491. Returns that organization's details and wording."
    },
    "state": {
      "type": "string",
      "description": "Optional two-letter state code to narrow a name search."
    }
  },
  "additionalProperties": false
}
🟢estimate_estate_tax(estate_value, married, state, charitable_gift, lifetime_taxable_gifts)

Estimate U.S. federal estate tax for the current year and whether the person's state estate or inheritance tax may apply, including how much a charitable gift in the will saves. Federal tax is 40% of the taxable estate above the exemption ($15 million per person in 2026). For married couples it assumes everything passes to the spouse first and estimates tax at the second death with both exemptions. State results flag thresholds and top rates rather than computing state tax. General information, not tax advice.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "estate_value": {
      "type": "number",
      "description": "Total value in USD of everything the person owns, including home, investments, retirement accounts and life insurance they own, minus debts."
    },
    "married": {
      "type": "boolean",
      "description": "True if married to a U.S. citizen."
    },
    "state": {
      "type": "string",
      "description": "U.S. state (or DC) of residence: full name or two-letter code."
    },
    "charitable_gift": {
      "type": "number",
      "description": "Dollar amount left to charity at death (optional)."
    },
    "lifetime_taxable_gifts": {
      "type": "number",
      "description": "Total taxable gifts made during life above the annual exclusion (optional)."
    }
  },
  "required": [
    "estate_value"
  ],
  "additionalProperties": false
}
🟢list_causes

List the cause areas MyLastWill supports for charitable gifts (e.g. cancer research, rare diseases, education, animal welfare, global health), with what each gift would be used for.

Esquema de entrada

{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}
🟢search(query)

Search MyLastWill.org's plain-English guides, state will requirements, FAQ and glossary about wills, estates, charitable bequests, estate tax and online signing. Returns result ids for fetch.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "query": {
      "type": "string",
      "description": "What to search for."
    }
  },
  "required": [
    "query"
  ]
}
🟢fetch(id)

Fetch the full text of a guide, state page, FAQ answer or glossary entry by the id returned from search.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "id": {
      "type": "string",
      "description": "Result id from search."
    }
  },
  "required": [
    "id"
  ]
}

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