Family Assistant Skill

Family Assistant Skill for Claude

A ready-to-use skill template that turns Claude into your family's personal assistant — one who already knows your insurance policy numbers, your kids' allergies, your accountant's phone number, and which airline loyalty program to use when booking flights.

What This Is

This is a **skill** for [Claude](https://claude.ai) (works with both [Cowork](https://claude.ai) and [Claude Code](https://docs.claude.com/en/docs/claude-code)). Once you fill in your family's information, Claude can:

• Fill out forms — medical intake, school enrollment, insurance claims, government paperwork, travel documents
• Handle insurance — look up your policy numbers, draft claim letters, reference copays and deductibles
• Manage medical info — know your kids' allergies, current medications, provider contacts, and upcoming appointments
• Book travel — apply the right loyalty program numbers, seat preferences, TSA PreCheck, and passport details
• Coordinate household logistics — contractor contacts, utility accounts, vehicle info, service schedules
• Assist with finances — route to the right bank account, connect you with your CPA, reference recurring bills

Instead of hunting through filing cabinets, email, or your phone's notes app every time you need a policy number or your kid's pediatrician's fax number, you just ask Claude.

Why This Works Well

The skill uses a **modular reference file design** — Claude only loads the information it needs for a given task. Ask it to fill out a school health form? It pulls up `family-members.md` and `medical.md`. Need to file an insurance claim? It grabs `insurance.md` and `medical.md`. This keeps things fast and focused.

The skill also instructs Claude to be **privacy-conscious** (only showing last 4 digits of sensitive numbers) and **proactive** (e.g., flagging a child's nut allergy when filling out a camp form you might have overlooked).

Getting Started

1. Copy this templa