Assemble questions for judicial advice on the management of a trust
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the deed and the issue the lawyer names, list the questions that concern management or administration of the trust property, or interpretation of the trust instrument, and the clause or fact each question depends on. Do not write the application.
- What the lawyer must review
- The lawyer decides whether to seek advice, settles the questions, and writes the application and any statement in support.
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | From the deed and the issue the lawyer names, list the questions that concern management or administration of the trust property, or interpretation of the trust instrument, and the clause or fact each question depends on. Do not write the application. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- State each question as one of management or administration of the trust property, or interpretation of the trust instrument.
- Tie each question to a deed clause or a document in the file.
- Do not treat the list as the application. The lawyer writes anything that will be filed.
- Record that protection of the trustee, on the section that was opened, depends on acting in accordance with the advice and on the absence of fraud, wilful concealment or misrepresentation in obtaining it.
Sources
- Trustee Act 1925 (NSW) s 63 · 2026-10-22
These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.