---
title: "List the trust terms the supplied documents actually contain"
url: "https://ailawframework.com/practice/trusts-and-estate-planning/assemble-the-known-terms-where-the-trust-deed-is-incomplete/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A19-JU20261022-5-US"
practice_area: "Trusts & Estate Planning"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# List the trust terms the supplied documents actually contain

> The rule is state law, and the lawyer must confirm which state's law governs. For example, Florida Statutes s 736.0801 requires a trustee who has accepted to administer the trust in good faith and in accordance with…

Canonical page: https://ailawframework.com/practice/trusts-and-estate-planning/assemble-the-known-terms-where-the-trust-deed-is-incomplete/united-states  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Trusts & Estate Planning](https://ailawframework.com/practice/trusts-and-estate-planning.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | The rule is state law, and the lawyer must confirm which state's law governs. For example, Florida Statutes s 736.0801 requires a trustee who has accepted to administer the trust in good faith and in accordance with its terms. From the deed copies, amendment deeds, and prior instruments the lawyer supplies, list each document, its date, and the clauses it contains about beneficiaries, the trustee, and amendment. Mark gaps. Do not invent a missing clause. |
| What the lawyer must review | The rule is state law, and the lawyer must confirm which state's law governs. For example, Florida Statutes s 736.0801 says that upon acceptance of a trusteeship, the trustee shall administer the trust in good faith, in accordance with its terms and purposes and the interests of the beneficiaries, and in accordance with the Florida Trust Code. The tool lists clauses that are in the documents supplied. It marks a gap where a document is missing. It does not invent a term and it does not say what the missing clause would have said. The requirements for creating a trust were not opened. |
| Written for | United States |
| Applies to | [Assemble the known terms where the trust deed is incomplete](https://ailawframework.com/practice/trusts-and-estate-planning/assemble-the-known-terms-where-the-trust-deed-is-incomplete.md) |

## Checking plan

- What the AI does: The rule is state law, and the lawyer must confirm which state's law governs. For example, Florida Statutes s 736.0801 requires a trustee who has accepted to administer the trust in good faith and in accordance with its terms. From the deed copies, amendment deeds, and prior instruments the lawyer supplies, list each document, its date, and the clauses it contains about beneficiaries, the trustee, and amendment. Mark gaps. Do not invent a missing clause.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- Wills, intestacy and probate are state law; confirm the governing state before relying on this.
- The Florida example is 2025 Florida Statutes text. The Senate site says the text is unverified. Another state's statute was not opened.
- Do not invent a missing clause. Trust-creation formalities were not opened.

## Sources

- [Florida Statutes section 736.0801, Duty to administer trust](https://www.flsenate.gov/Laws/Statutes/2025/736.0801) (checked 2026-10-22)
- [ABA Formal Opinion 512, Generative Artificial Intelligence Tools (29 July 2024)](https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf) (checked 2026-10-22)

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*