Draft testamentary-trust directions for a will from the instructions
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Turn the instructions into a clause list: who holds the property, who may receive income or principal, and when the trust ends. Do not produce signing pages.
- What the lawyer must review
- You write the will. A testamentary trust is created by the will and is valid only if the will is valid under the governing state’s execution statute. This version does not state that statute’s witness or acknowledgment rules. Open it before anyone signs. If the trust is meant to be a supplemental-needs trust, use the separate check against 42 U.S.C. § 1396p(d)(4). Opinion 512: verify every clause and keep the family’s facts out of a public tool.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes preparing preliminary structure or wording. Confirm the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
- Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.