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Claude Skills by ThomasMoreAI
github.com/ThomasMoreAI3,571 skills4 installs3,388 views
- Safe AgreementDrafts Simple Agreements for Future Equity (SAFE) for early-stage venture capital financing with valuation cap/discount mechanics, investor qualifications, and securities compliance. Use when drafting SAFEs, pre-seed investment documents, convertible equity instruments, or YC-style SAFE notes.Votes: 0GitHub stars: 16
- Sec Opinion LetterDrafts Opinion of Counsel letters for SEC registration statements, covering due incorporation, valid issuance, fully-paid and non-assessable opinions, and Reg S-K Item 601(b)(5) consent language. Use when drafting Exhibit 5.1 opinions for S-1/S-3 filings, shelf offerings, or securities issuance transactions.Votes: 0GitHub stars: 16
- Sec Reg D ComplianceSEC Regulation D compliance for CRE syndications: 506(b) vs 506(c) offering selection, accredited investor verification, Form D filing, state blue sky compliance, general solicitation rules, and substantive pre-existing relationship documentation.Votes: 0GitHub stars: 16
- Securities Regulation SummaryGenerates thematic compliance summaries of US securities regulation developments. Triggered when a user needs briefings on SEC rulemaking, enforcement trends, FINRA guidance, or emerging areas (SPACs, ESG, cybersecurity, digital assets). Also use for securities compliance updates or regulatory development summaries for senior audiences.Votes: 0GitHub stars: 16
- Shelf Registration S3Drafts SEC Form S-3 shelf registration statements for eligible U.S. public companies under the Securities Act of 1933. Verifies issuer eligibility (public float, investment grade, WKSI), structures all disclosure sections, and assembles exhibits for delayed or continuous offerings. Use when drafting Form S-3, shelf registration, securities registration, capital markets filings, or continuous offering documents.Votes: 0GitHub stars: 16
- Transfer Agent AgreementDrafts U.S. transfer agent agreements between issuers and SEC-registered transfer agents covering appointment, stock ledger, transfer processing, Rule 17Ad compliance, fees, termination, and transition. Trigger on: transfer agent agreement, stock ledger, shareholder registry, TA-1, TA-2, 17Ad, appointing or renewing a transfer agent.Votes: 0GitHub stars: 16
- Underwriting AgreementDrafts a firm-commitment underwriting agreement for SEC-registered U.S. public offerings, covering purchase terms, greenshoe, reps and warranties, covenants, closing conditions, indemnification, and market-out rights. Use when drafting or reviewing underwriting agreements, firm commitment deals, over-allotment options, or listing approvals; trigger on "underwriting agreement", "firm commitment", "public offering", "greenshoe", "over-allotment", "registration statement", "prospectus".Votes: 0GitHub stars: 16
- Us Finra ExpertFINRA Broker-Dealer Cybersecurity Guidance expert. Stub-depth framework plugin that routes to the SCF crosswalk. Level up by adding framework-specific context, assessment workflow, and evidence patterns.Votes: 0GitHub stars: 16
- Us Sox ExpertSarbanes-Oxley Act of 2002 (SOX) expert for ICFR-relevant IT and security work. Deep knowledge of 15 U.S.C. §§ 7201 et seq., §302/§404/§906 certifications, accelerated/non-accelerated filer scoping, ITGC testing across the four classic domains (Access, Change, Operations, Development), entity-level controls, IT-dependent manual controls, deficiency evaluation, SOC 1 vendor reliance, and the SEC/PCAOB/DOJ enforcement triangle.Votes: 0GitHub stars: 16
- California Property TaxCalifornia property tax research workflow using BOE Property Tax Rules (especially 462.* change in ownership, including 462.180 legal entities) and BOE published Property Tax Annotations (PTLG, commonly 220.*). Use when the user needs rule/annotation identification, synthesis, and application to a factual scenario involving change in ownership, trusts, or legal entities.Votes: 0GitHub stars: 16
- Document Retention PolicyDrafts board-adoptable document retention policies for nonprofit organizations with IRS-grounded retention schedules, destruction protocols, and litigation hold procedures. Use when creating retention policies, records management governance, document destruction schedules, or compliance frameworks for 501(c)(3) and other tax-exempt entities.Votes: 0GitHub stars: 16
- Donation AgreementDrafts a U.S. Donation Agreement governing charitable transfers of cash, property, or securities from a donor to a 501(c)(3) nonprofit. Enforces IRC § 170 tax compliance, IRS substantiation thresholds, restricted/unrestricted use terms, and cy pres fallback. Use when documenting charitable gifts, restricted endowments, naming-rights donations, or conditional pledges requiring formal memorialization.Votes: 0GitHub stars: 16
- Final Tax Return CorporatePrepares IRS-compliant final tax returns for dissolving C-corps (Form 1120), S-corps (Form 1120-S), and partnerships (Form 1065). Covers short-year reporting, liquidating distributions, K-1 issuance, and dissolution-period deadlines. Trigger when drafting or reviewing a final return for a dissolving corporation, winding-up entity, or corporate liquidation closing.Votes: 0GitHub stars: 16
- Final Tax Return FilingDrafts U.S. final tax return filing packets for decedent estates or dissolving entities, covering final-status designation, short-period reporting, liquidation items, schedule selection, and filing mechanics. Use when handling a "final return", "deceased taxpayer", "estate final 1040", "corporate dissolution filing", "short year return", or any closing-phase tax compliance task.Votes: 0GitHub stars: 16
- Fiscal Sponsorship AgreementDrafts a Fiscal Sponsorship Agreement between a 501(c)(3) sponsor and an unincorporated or non-exempt project. Enforces IRS compliance via sponsor control, variance power, separate accounting, and donor substantiation under IRC § 170. Use when forming fiscal sponsorship arrangements, onboarding sponsored projects, or drafting charitable project funding agreements.Votes: 0GitHub stars: 16
- Form 1023 ApplicationDrafts IRS Form 1023 (Application for Recognition of Exemption) packages for 501(c)(3) applicants. Use when preparing Form 1023 filings, nonprofit tax-exempt applications, or 501(c)(3) submissions. Triggers: "Form 1023", "501(c)(3)", "tax-exempt status", "recognition of exemption".Votes: 0GitHub stars: 16
- Form 1023Drafts IRS Form 1023 applications for Section 501(c)(3) tax-exempt recognition. Analyzes organizing documents, finances, governance, and operations to produce a complete, internally consistent application. Use when forming non-profits, applying for tax-exempt status, seeking 501(c)(3) recognition, or preparing exemption applications.Votes: 0GitHub stars: 16
- Form 1099 Nec'Use this skill when a US business needs to issue Form 1099-NEC to a nonemployee (contractor, freelancer, gig worker, vendor) for services, OR when a recipient receives a Form 1099-NEC and needs to report it on Schedule C / Schedule 1. Triggers on phrases like "Form 1099-NEC", "issue 1099 to contractor", "report contractor payments", "received 1099-NEC", "1099-NEC threshold", "$2,000 1099 threshold", "1099 for freelancer", "nonemployee compensation reporting", "backup withholding on 1099-NEC"...Votes: 0GitHub stars: 16
- Form 1099 Sa'Use this skill when an individual taxpayer has RECEIVED a Form 1099-SA from the custodian of their HSA, Archer MSA, or Medicare Advantage MSA after taking distributions during the tax year and needs to report those distributions on Form 8889 (HSA) or Form 8853 (Archer / MA MSA). Triggers on phrases like "received Form 1099-SA", "HSA distribution tax form", "HSA reimbursement reporting", "non-qualified HSA distribution", "1099-SA distribution code 2", "what to do with 1099-SA", "report HSA wi...Votes: 0GitHub stars: 16
- Grant AgreementDrafts U.S. grant agreements for philanthropic fund transfers between grantors and nonprofit grantees. Enforces IRC § 4945 expenditure responsibility, 501(c)(3) compliance, permitted-use restrictions, milestone disbursements, reporting obligations, and clawback rights. Use when drafting grant award letters, corporate giving agreements, nonprofit funding agreements, or foundation grant contracts.Votes: 0GitHub stars: 16
- Nonprofit Compliance SummaryGenerates a structured regulatory compliance summary for U.S. 501(c)(3) nonprofit organizations covering federal tax-exempt status, multi-state charitable registration, and governance. Use when conducting compliance audits, preparing for IRS or state AG examinations, onboarding to a nonprofit matter, or producing board-level compliance reports.Votes: 0GitHub stars: 16
- Schedule 8812Use this skill when an individual taxpayer needs to claim the Child Tax Credit (CTC), the refundable Additional Child Tax Credit (ACTC), or the Credit for Other Dependents (ODC) on Form 1040 by completing Schedule 8812. Triggers on phrases like "Child Tax Credit", "CTC", "qualifying child credit", "Schedule 8812", "Credit for Other Dependents", "ODC", "ACTC", "refundable child credit", "credit for elderly parent dependent", "claim $2,000 per child", "kid tax credit". Do NOT use for: dependent...Votes: 0GitHub stars: 16
- Ss4 Ein ApplicationDrafts IRS Form SS-4 (EIN Application) by extracting entity details from formation documents. Use when forming a new business entity, applying for a federal tax ID, or preparing EIN applications for corporations, LLCs, partnerships, or sole proprietorships.Votes: 0GitHub stars: 16
- Tax Clearance RequestDrafts formal request letters for Tax Clearance Certificates from state tax authorities on behalf of corporate entities. Triggers on tax clearance requests, pre-dissolution tax letters, business sale tax certification, merger tax compliance, asset transfer clearance, or license renewal tax documentation.Votes: 0GitHub stars: 16
- Tax StrategyUse this skill when planning corporate tax strategy, claiming R&D credits, managing transfer pricing, or ensuring tax compliance. Triggers on corporate tax, R&D tax credits, transfer pricing, tax compliance, sales tax, VAT, international tax, and any task requiring tax planning or compliance strategy.Votes: 0GitHub stars: 16
- Taxpayer CorrespondenceDrafts structured taxpayer correspondence summarizing tax records, income, deductions, credits, and tax positions. Covers IRS/state inquiry responses, audit preparation, advisor-client communications, and filing support. Use when drafting tax summary letters, responding to tax authority notices, preparing audit defense correspondence, or organizing client tax records into structured summaries.Votes: 0GitHub stars: 16
- Advance Directive Vs PolstProduces a plain-language comparison of advance directives and POLST/MOLST forms, covering legal status, clinician signatures, emergency precedence, clinical appropriateness, and document coordination. Use when the user asks about advance directive vs. POLST, living will vs. DNR, which document EMS follows, POLST vs. MOLST vs. POST, whether a healthy person needs a POLST, or document coordination in elder law, estate planning, or serious illness contexts.Votes: 0GitHub stars: 16
- Advance Health Care DirectiveDrafts jurisdiction-specific Advance Health Care Directive packages with agent appointment, living will instructions, HIPAA authorization bridge, organ donation preferences, and execution compliance checklists. Trigger when the user mentions advance directive, healthcare proxy, living will, health care agent, HIPAA authorization, medical power of attorney, end-of-life planning, capacity trigger planning, state-specific directive forms, witness/notary requirements for healthcare documents, or ...Votes: 0GitHub stars: 16
- Certificate Of TrustDrafts a Certificate of Trust (Abstract/Memorandum of Trust) that verifies trustee authority for third-party reliance without disclosing full trust terms. Use when preparing trust certificates for real estate closings, bank account openings, business transactions, or any context requiring trustee authority verification with UTC-compliant, privacy-preserving disclosure.Votes: 0GitHub stars: 16
- Charitable Remainder TrustDrafts IRC 664–compliant Charitable Remainder Trust agreements (CRAT/CRUT), covering payout math, remainder qualification, trustee powers, and tax compliance. Use when drafting a CRT, CRAT, CRUT, unitrust, annuity trust, or charitable remainder planning document, or when ensuring IRC 664 compliance.Votes: 0GitHub stars: 16
- Durable Poa FinancesDrafts state-specific Durable Power of Attorney for Finances documents authorizing an agent to manage a principal's financial affairs during incapacity. Use when a user needs a financial POA, DPOA, attorney-in-fact authorization, or incapacity planning document. Triggers on requests involving durable power of attorney, financial agency designation, or springing power of attorney drafting.Votes: 0GitHub stars: 16
- Elder Law SummaryGenerates structured elder law summaries covering estate planning, elder abuse, healthcare rights, Medicaid eligibility, and guardianship with prioritized action plans. Triggers when the user requests an elderly client matter summary, elder care legal overview, long-term care planning review, or guardianship assessment.Votes: 0GitHub stars: 16
- Endowment Policy StatementDrafts a Board-ready Endowment Fund Investment and Spending Policy Statement for 501(c)(3) nonprofits, covering UPMIFA compliance, asset allocation, spending methodology, underwater fund treatment, and fiduciary roles. Use when creating or updating endowment governance policies, institutional fund stewardship documents, or board-adoption investment and spending guidelines.Votes: 0GitHub stars: 16
- Estate Admin SummaryProduces structured status summaries of U.S. estate administration proceedings from probate filings, wills, asset inventories, creditor claims, tax records, and distribution documents. Covers decedent identification, asset catalog, creditor status, tax compliance, beneficiary tracking, legal hurdles, and remaining tasks. Use when summarizing estate progress, preparing executor status reports, onboarding to a probate matter, or briefing beneficiaries. Trigger keywords: estate summary, probate ...Votes: 0GitHub stars: 16
- Estate Administration SummaryGenerates a structured U.S. estate administration/probate status summary covering decedent identifiers, asset inventory, creditor claims, distributions, tax compliance, disputes, and next steps with source citations. Trigger on requests for estate administration summary, probate status report, executor update, estate progress report, inventory and appraisal summary, creditor claims status, or distribution schedule summary.Votes: 0GitHub stars: 16
- Flp AgreementDrafts Family Limited Partnership agreements for estate planning and intergenerational wealth transfer. Ensures IRS enforceability under IRC §2036 with legitimate business purpose, valuation discounts, and senior-generation control. Use when drafting FLP agreements, family partnership documents, or estate planning partnership structures.Votes: 0GitHub stars: 16
- Guardian Nomination MinorsDrafts a US parental guardianship nomination for minor children aligned to state statute formalities and court best-interest standards. Covers primary and alternate guardian designations, death/incapacity triggers, custody-order alignment, scope of authority, financial coordination, and execution requirements. Use when creating a nomination of guardian, standby guardian appointment, or minor guardianship designation in estate planning.Votes: 0GitHub stars: 16
- Guardianship NominationDrafts jurisdiction-specific Nomination of Guardian for Minor Children documents for estate planning. Gathers parent and child details, applies state guardianship statutes and execution formalities, and produces a professionally formatted nomination designating primary and alternate guardians. Use when drafting guardian nominations, minor guardianship documents, parental nomination of guardians, or estate planning for children.Votes: 0GitHub stars: 16
- Guardianship PetitionDrafts court-ready Petitions for Guardianship for US state courts, covering incapacity allegations, least-restrictive-alternative analysis, scope-of-authority requests, and statutory compliance. Use when drafting guardianship petitions, conservatorship filings, or petitions for appointment of guardian over incapacitated adults or minors.Votes: 0GitHub stars: 16
- Health Care Agent LetterDrafts a non-binding instruction letter (values letter / legacy letter) from a client to their designated health care agent, translating personal values, quality-of-life thresholds, and scenario-based treatment preferences into operational bedside guidance for substituted judgment. Trigger when the user mentions values letter, legacy letter, instruction letter to healthcare proxy, substituted judgment guidance, supplementing an advance directive with personal guidance, or communicating treatm...Votes: 0GitHub stars: 16
- Healthcare Agent Instruction LetterDrafts a non-binding healthcare values/instruction letter for a designated health care agent to guide substituted-judgment decisions during incapacity. Use when a client needs a bedside document that harmonizes with a health care power of attorney, healthcare proxy, or advance directive and captures quality-of-life thresholds, treatment preferences, and conflict guidance. Trigger on requests for "instruction letter," "health care agent letter," "values letter," "legacy letter," "healthcare pr...Votes: 0GitHub stars: 16
- Healthcare PoaDrafts a state-compliant Healthcare Power of Attorney (HCPOA) designating an agent to make medical decisions for an incapacitated principal. Covers scope of authority, life-sustaining treatment directives, HIPAA authorization, organ donation preferences, and jurisdiction-specific execution formalities. Use when the user mentions healthcare power of attorney, medical power of attorney, healthcare proxy, healthcare agent designation, HCPOA, medical decision-making authority, or advance healthca...Votes: 0GitHub stars: 16
- Hipaa Release AuthorizationDrafts HIPAA-compliant PHI release authorizations for estate-planning workflows under 45 CFR §164.508. Use when drafting release forms, healthcare POA support documents, or record-access instruments. Triggers: HIPAA release, PHI authorization, healthcare agent access, advance directive support, medical record release.Votes: 0GitHub stars: 16
- IlitDrafts an Irrevocable Life Insurance Trust (ILIT) compliant with IRC § 2042 and state trust laws to exclude life insurance from the grantor's taxable estate. Covers Crummey withdrawal rights, trustee powers, distributions, and execution formalities. Use when drafting ILITs, life insurance trusts, estate tax exclusion trusts, or Crummey trusts.Votes: 0GitHub stars: 16
- Last Will And TestamentDrafts and structures U.S. Last Will and Testament documents. Trigger when the user needs to draft, revise, or review a will covering executor/guardian appointments, specific or residuary distributions, contingency planning, or execution-ready attestation and self-proving packaging. Applies to keywords: last will, testament, probate, executor, guardian, residuary, revocation, no-contest, ademption, predeceased beneficiary, elective share.Votes: 0GitHub stars: 16
- Last WillDrafts a state-compliant Last Will and Testament covering declarations, revocation of prior instruments, specific bequests, residuary disposition, guardian nominations, fiduciary appointments, and execution formalities. Conducts structured intake on family structure, asset inventory, fiduciary nominees, and existing estate plan documents. Coordinates with trusts, beneficiary designations, and non-probate transfers. Use when drafting wills, testamentary documents, pour-over wills, codicils, or...Votes: 0GitHub stars: 16
- Notice Of Assets ClaimsDrafts a Notice of Assets and Request for Claims for probate estates. Triggers when administering an estate, publishing creditor notice, filing a probate notice of assets, or establishing claim bar dates. Handles jurisdictional research, asset disclosure, claim filing procedures, and execution requirements under state-specific probate codes.Votes: 0GitHub stars: 16
- Pour Over WillDrafts a pour-over will directing the testator''s residuary estate into an existing revocable living trust. Covers fiduciary appointments, guardianship, debt/tax payment, specific bequests, the central pour-over clause, and execution formalities with self-proving affidavit. Use when drafting pour-over wills, testamentary trust transfers, estate planning safety nets, or residuary estate instruments. Trigger keywords: pour-over will, residuary estate, revocable trust, testamentary transfer, UTA...Votes: 0GitHub stars: 16
- Psychiatric Advance DirectiveDrafts jurisdiction-specific Psychiatric Advance Directives (PADs) capturing treatment preferences, agent authority, and crisis plans for psychiatric incapacity. Trigger when the user mentions psychiatric advance directive, PAD, mental health advance directive, mental health treatment declaration, psychiatric crisis planning, Ulysses clause, psychotropic medication preferences, ECT consent planning, crisis activation plan, or mental health agent appointment.Votes: 0GitHub stars: 16
- QprtDrafts an IRC §2702-compliant Qualified Personal Residence Trust agreement with safe harbor provisions under Rev. Proc. 2003-42 and Treas. Reg. §25.2702-5(c). Generates trust instrument, signature/notarization blocks, property exhibit, beneficiary schedule, and post-execution checklist. Use when drafting a QPRT for estate planning clients transferring a personal or secondary residence with a retained occupancy term to reduce gift tax valuation.Votes: 0GitHub stars: 16