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SwiftProbate

update_heir

Destructive

Update an existing heir's details. Use when the user wants to correct or add information to a recorded heir. Get the heir_id from the pre-loaded Heirs context block.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameNoUpdated full legal name
emailNoUpdated email address (empty string clears it)
notesNoUpdated free-text notes about this heir (empty string clears). Use for context like whereabouts unknown, predeceased details, per-stirpes notes, disputes, or anything the user wants remembered.
phoneNoUpdated phone number (empty string clears it)
addressNoUpdated mailing address (empty string clears it)
heir_idYesID of the heir to update
is_minorNoWhether the heir is under 18
estate_idYesThe estate to act on. Call list_my_estates first to get this id.
is_deceasedNoWhether the heir is deceased
is_divorcedNoFor a spouse only: whether they are a divorced/former spouse (not a surviving spouse).
relationshipNoUpdated relationship to the deceased. Canonical values: spouse, child, stepchild, grandchild, parent, sibling, other. Free-text wording (e.g. 'half-brother') is accepted and normalized automatically.
relationship_detailNoThe relationship exactly as the user described it, when it carries more than the canonical value (empty string clears it). Shown on probate forms.

Schema Changelog

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