Guides users through auditing beneficiary designations across all account types that carry them (retirement, insurance, payable-on-death, transfer-on-death).
Free and open source. macOS, Windows and Ubuntu.
Add the skill to a bot, then ask your Chief of Staff:
“Use the Beneficiary Review Guide skill on this: [describe the job, or paste your notes].”
For each account identified in Step 2, collect the following specific data points. Many users do not have this information readily available -- guide them on where to find it.
Free for Mac, Windows and Ubuntu.
Open Settings → Skills and switch on Beneficiary Review Guide for any bot. Or ask your Chief of Staff to pick skills for a job.
The bot reads the skill when the job calls for it, and works the way it lays out.
Guides users through auditing beneficiary designations across all account types that carry them (retirement, insurance, payable-on-death, transfer-on-death).
Nothing. It ships with Murage, which is free and open source. Your bots run on the AI plan you already have.
Yes. Open it in Settings → Skills to read, edit or duplicate it. Skill Guard scans it again after every edit.
Download the free app, connect the AI you already pay for, and tell your Chief of Staff what needs doing. Plan on about ten minutes from install to a working team.
No account needed · Runs on the AI plan you already pay for