---
title: "List the asset transfers and notices after a change of trustee"
url: "https://ailawframework.com/practice/trusts-and-estate-planning/complete-the-transfers-duty-and-notifications-after-a-change-of-trustee/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A19-X20260927-7-US"
practice_area: "Trusts & Estate Planning"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# List the asset transfers and notices after a change of trustee

> List each asset, how title is held, and the office or counterparty named in the file. Do not prepare a deed or a transfer-tax return.

Canonical page: https://ailawframework.com/practice/trusts-and-estate-planning/complete-the-transfers-duty-and-notifications-after-a-change-of-trustee/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 | List each asset, how title is held, and the office or counterparty named in the file. Do not prepare a deed or a transfer-tax return. |
| What the lawyer must review | After a change of trustee, read the deed's own succession clause first. Uniform Trust Code § 704, if the state has enacted it and the deed is silent, sets the order for filling a vacancy: the person designated in the terms, then unanimous agreement of the qualified beneficiaries for a noncharitable trust, then the court. Section 801's duty to administer arises on acceptance, not before. There is no federal stamp duty to put in this list. Any transfer tax, recording fee or deed form is state law and was not opened. You complete the instruments. Opinion 512: the list must be checked against the asset schedule. |
| Written for | United States |
| Applies to | [Complete the transfers, duty and notifications after a change of trustee](https://ailawframework.com/practice/trusts-and-estate-planning/complete-the-transfers-duty-and-notifications-after-a-change-of-trustee.md) |

## Checking plan

- What the AI does: List each asset, how title is held, and the office or counterparty named in the file. Do not prepare a deed or a transfer-tax return.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- Do not invent a transfer-tax amount or a state deed form.
- Do not treat the model Code as enacted.

## Sources

- [Uniform Trust Code (Uniform Law Commission, last revised 2003)](https://www.uniformlaws.org/HigherLogic/System/DownloadDocumentFile.ashx?DocumentFileKey=6bae0bb2-00ea-8080-d084-5be9ef7bbc66&forceDialog=0) (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)
- [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 |
| --- | --- | --- | --- |
| [Deed of appointment of new trustee and retirement of existing trustee (discretionary or unit trust)](https://ailawframework.com/precedents/trusts-and-estate-planning/deed-of-appointment-and-retirement-of-trustee.md) | Deed | Yellow | A deed by which the person holding the power of appointment appoints a new trustee in place of a retiring trustee, with the retiring trustee's release and handover, the new trustee's acceptance, and… |

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.*