complete_onboarding
Destructive
Set up a new estate for the signed-in user and generate their personalized probate checklist. Use this when list_my_estates returns no estates (or one with no deceased details yet), or the user is just getting started. Saves estate details and placeholder assets, then starts checklist generation that may research public sources and send a completion email. Refuses an already-onboarded estate. Collect the fields conversationally first, then call once; partial failures are not guaranteed safe to retry.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| will_status | Yes | Whether there is a will: present, none, or unsure. | |
| deceased_name | Yes | Full name of the person who died. | |
| executor_name | Yes | The user's full name (the person settling the estate). | |
| deceased_state | Yes | US state where the deceased lived (full name or code). | |
| deceased_county | Yes | County where the deceased lived. | |
| executor_relationship | Yes | The user's relationship to the deceased, e.g. 'child', 'spouse'. | |
| deceased_date_of_death | Yes | Date of death, ISO format YYYY-MM-DD. |