---
title: "Build an asset and ownership table for estate planning"
url: "https://ailawframework.com/practice/trusts-and-estate-planning/build-an-asset-and-ownership-table-for-estate-planning/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A19-B6-4-US"
practice_area: "Trusts & Estate Planning"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Build an asset and ownership table for estate planning

> Extract account names, title and the document that shows ownership from the statements and deeds the lawyer supplies into a table.

Canonical page: https://ailawframework.com/practice/trusts-and-estate-planning/build-an-asset-and-ownership-table-for-estate-planning/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 | Extract account names, title and the document that shows ownership from the statements and deeds the lawyer supplies into a table. |
| What the lawyer must review | Check every row against the source document before you rely on it for a plan. Title, a beneficiary form and a trust instrument can point different ways. Opinion 512: you may rely on a summary of a large set only after you have tested the tool on a subset. Model Rule 1.6: do not put the asset list into a public tool. |
| Written for | United States |
| Applies to | [Build an asset-and-ownership table for estate planning](https://ailawframework.com/practice/trusts-and-estate-planning/build-an-asset-and-ownership-table-for-estate-planning.md) |

## Checking plan

- What the AI does: Extract account names, title and the document that shows ownership from the statements and deeds the lawyer supplies into a table.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- An asset table is not a will and it does not transfer title.
- Retirement-account beneficiary forms are a separate task. Do not treat the will as controlling the account.

## Sources

- [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)
- [ABA Model Rule 1.6, Confidentiality of Information](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/) (checked 2026-10-22)

## Forms and precedents for this task

| Form or precedent | Kind | AI level | Summary |
| --- | --- | --- | --- |
| [Trust funding checklist (United States)](https://ailawframework.com/precedents/trusts-and-estate-planning/us-trust-funding-checklist.md) | Checklist | Yellow | A post-signing list for moving assets into a US trust, separating state deed formalities from beneficiary forms and from FIRPTA when a foreign grantor later sells. |
| [Client letter on funding a trust (United States)](https://ailawframework.com/precedents/trusts-and-estate-planning/us-trust-funding-client-letter.md) | Letter | Yellow | A letter telling the client which assets still stand in the client's name after the trust is signed, and which signature or beneficiary form is still required. |
| [Asset and ownership table for a trust (United States)](https://ailawframework.com/precedents/trusts-and-estate-planning/us-asset-ownership-table.md) | Checklist | Yellow | A table of each asset, who owns it today, which document shows that, and whether a foreign grantor would matter under the IRS FIRPTA page on a later sale. |
| [Trust control and signature map (United States)](https://ailawframework.com/precedents/trusts-and-estate-planning/us-trust-control-and-signature-map.md) | Checklist | Yellow | A map of who may sign for the trust, drawn from the trust document, with state trustee rules and the IRS grantor example left as open citations. |

Signed-in accounts can read the full text of each one.

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