US Estate Extension

draft

US-specific estate planning: community/separate property regimes, elective share, homestead exemptions, per stirpes variants, no-contest clauses, pretermitted heir statutes, RUFADAA, and Louisiana forced heirship.

us-estate.jsonExtension

Properties(10)

PropertyTypeRequiredFormatDescription
statestringISO 3166-2 US-XX
propertyRegimestring(community_property, community_property_with_survivorship, separate_property, quasi_community)
electiveShareDetailsobject
homesteadExemptionsobject[]
perStirpesVariantstring(strict_per_stirpes, modern_per_stirpes, per_capita_at_each_generation)
noContestEnforceableboolean
pretermittedHeirStatutestring
rufadaaAdoptedbooleanRevised Uniform Fiduciary Access to Digital Assets Act
louisianaForcedHeirshipobject
notesstring

References

This schema references the following schemas:

Raw JSON Schema
{
  "$schema": "https://openinherit.org/v1/dialect.json",
  "$id": "https://openinherit.org/v1/extensions/us-estate.json",
  "title": "US Estate Extension",
  "description": "US-specific estate planning: community/separate property regimes, elective share, homestead exemptions, per stirpes variants, no-contest clauses, pretermitted heir statutes, RUFADAA, and Louisiana forced heirship.",
  "type": "object",
  "properties": {
    "state": {
      "type": "string",
      "pattern": "^US-[A-Z]{2}$",
      "$comment": "ISO 3166-2 US-XX"
    },
    "propertyRegime": {
      "type": "string",
      "enum": [
        "community_property",
        "community_property_with_survivorship",
        "separate_property",
        "quasi_community"
      ]
    },
    "electiveShareDetails": {
      "type": "object",
      "properties": {
        "available": { "type": "boolean" },
        "electedPercentage": {
          "type": "number",
          "minimum": 0,
          "maximum": 100
        },
        "augmentedEstateIncludes": { "type": "string" },
        "statute": { "type": "string" },
        "notes": { "type": "string" }
      },
      "additionalProperties": false
    },
    "homesteadExemptions": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "propertyId": { "type": "string", "format": "uuid" },
          "exemptionAmount": { "$ref": "../../common/money.json" },
          "constitutional": { "type": "boolean" },
          "notes": { "type": "string" }
        },
        "required": ["propertyId"],
        "additionalProperties": false
      }
    },
    "perStirpesVariant": {
      "type": "string",
      "enum": [
        "strict_per_stirpes",
        "modern_per_stirpes",
        "per_capita_at_each_generation"
      ]
    },
    "noContestEnforceable": { "type": "boolean" },
    "pretermittedHeirStatute": { "type": "string" },
    "rufadaaAdopted": {
      "type": "boolean",
      "$comment": "Revised Uniform Fiduciary Access to Digital Assets Act"
    },
    "louisianaForcedHeirship": {
      "type": "object",
      "properties": {
        "applicable": { "type": "boolean" },
        "eligibleChildren": {
          "type": "array",
          "items": {
            "type": "object",
            "properties": {
              "personId": { "type": "string", "format": "uuid" },
              "ageOrCondition": { "type": "string" }
            },
            "additionalProperties": false
          }
        },
        "reservedPortion": {
          "type": "number",
          "minimum": 0,
          "maximum": 100
        },
        "basis": {
          "type": "string",
          "enum": ["fixed", "conditional"]
        },
        "notes": { "type": "string" }
      },
      "additionalProperties": false
    },
    "notes": { "type": "string" }
  },
  "required": ["state"],
  "minProperties": 1,
  "patternProperties": {
    "^x-inherit-": {}
  },
  "unevaluatedProperties": false
}