Israeli Estate Settlement Navigator
Trusted78/100An 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 78/100 (Trusted) · 5+ installs · 2 GitHub contributors · MIT license
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.
How to use this skill
Not sure how? Read the guide- 1. Click "Download ZIP" to download the skill files.
- 2. Open Claude Desktop and go to Customize > Skills.
- 3. Click "+" and select "Upload a skill", then upload the ZIP file.
- 4. Start a new conversation. The skill will activate automatically when relevant.
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-codeWhen 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
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.
Draft a Hebrew letter to the bank to notify them of my mother's death, cancel the standing orders, and close the account.
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?
Prepare a full checklist of documents I need to collect to handle the estate of a deceased relative.
Frequently Asked Questions
Related Skills
Write a legally-valid Israeli will and navigate the inheritance process under the Succession Law. The skill drafts a witnessed will (צוואה בעדים), which Israeli law does not require a lawyer for (though a lawyer's review is recommended): you write your wishes, date and sign, and two witnesses (who may not be beneficiaries or their spouses) sign too. It explains the four will types, how to deposit the will with the Inheritance Registrar, and how to get a succession order (צו ירושה, when there is no will) or a probate order (צו קיום צוואה, when there is a will). Use when you want to write a will, deposit it, or when a relative has died and you need an order. Note: an enduring power of attorney needs a certified attorney (see israeli-elder-care-navigator), and a contested estate or complex assets need a lawyer. This skill is not a substitute for legal advice.
Guide users through filing and navigating Israeli small claims court (tvi'ot ktanot). Use when user asks about small claims procedures, filing a lawsuit for consumer disputes, landlord-tenant claims, service complaints, court forms, filing fees, or self-representation in Israeli courts. Covers claim limits (NIS 39,900), the filing process via gov.il, evidence preparation, hearing procedures, judgments, and enforcement through the execution office (Hotza'a LaPo'al). Do NOT use for criminal matters, family law, or claims exceeding the small claims limit.
Check whether you can claim a European passport through your family's ancestry and build the do-it-yourself application path, from Israel. Covers the Jewish restitution routes (Germany, Austria) and citizenship by descent for Poland, Romania, Hungary, and more, plus exactly which Israeli documents, apostille, and translations each consulate wants. Use it when someone in your family came from Europe and you want to know if a passport is within reach and how to file it yourself instead of paying an agency thousands of shekels. Do NOT use for immigrating to Israel, work or relocation visas, or as a substitute for a licensed immigration lawyer on a complex or contested case.
Use at your own risk. Terms of Use · Security
Want to build your own skill? Try the Skill Creator · Submit a Skill