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Israeli Estate Settlement Navigator

Trusted79/100
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An operational project manager for all the bureaucracy after a death in Israel. Use it when someone has died and the family needs to know what to do and in what order, from the first 72 hours to the end of the first year. It builds a dated timeline, a document-collection checklist, and ready-to-send notification and account-closure letters, covering the death certificate, the burial grant, the institution notification cascade, and the asset transfers that happen after the order, so nothing is missed and nothing is paid for twice. Do NOT use it to write a will or to obtain a succession order (צו ירושה) or probate order (that is israeli-wills-inheritance), or to check survivor-allowance or life-insurance eligibility (that is israeli-survivor-benefits-navigator).

Trust score 79/100 (Trusted) · 2 GitHub contributors · MIT license

The Problem

When someone dies in Israel, the family is grieving and, at the same time, is handed a maze of offices, forms, and phone numbers with no map. People visit the bank before they have the certified copies they need, wait months for a survivor allowance they were never told they had to actively claim, and pay for things the state already covers. This skill is the calm project manager: it turns the chaos into a dated to-do list, tells you which office to visit in which order, and drafts the letters so nothing is missed and nothing is paid for twice.

skills-ilskills-ilLegal Tech
1.0.0MITGitHub
0installs5views
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How to use this skill

Not sure how? Read the guide
  1. 1. Click "Download ZIP" to download the skill files.
  2. 2. Open Claude Desktop and go to Customize > Skills.
  3. 3. Click "+" and select "Upload a skill", then upload the ZIP file.
  4. 4. Start a new conversation. The skill will activate automatically when relevant.
A new version released? How to update your installed skill
Developers? Install via command line (CLI)
npx skills-il add skills-il/legal-tech@v1.0.0-israeli-estate-settlement-navigator --skill israeli-estate-settlement-navigator -a claude-code

When to Apply

  • When a relative has died and you need to know what to do this week and what can wait
  • When you need to obtain the death certificate and figure out how many certified copies to request
  • When you want to notify every institution (bank, Bituach Leumi, pension fund, municipality, vehicle registry) and close accounts and standing orders
  • When you need to locate the deceased's unknown accounts and policies via Har HaKesef and Har HaBituach
  • When you have received a succession or probate order and need to transfer an apartment or car into the heirs' names

Try These Prompts

Action plan

My father died three days ago. Build me a dated action plan: what to do in the first 72 hours, the first 30 days, and the first year.

Account closure letter

Draft a Hebrew letter to the bank to notify them of my mother's death, cancel the standing orders, and close the account.

Transfer assets

We received a succession order. What are the step-by-step actions to transfer the apartment at the Land Registry and the car at the vehicle registry into the heirs' names?

Document checklist

Prepare a full checklist of documents I need to collect to handle the estate of a deceased relative.

Frequently Asked Questions

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