Extract distribution and minute history from the trust records
Key facts
- Human involvement
- GreenLawyer review
- How AI is used
- From minutes and accounts the lawyer has, table historical distributions, unpaid present entitlements and related-party loans, with document cites and gaps.
- What the lawyer must review
- Read the deed; the accounts are not the deed
- Apply the legal consequences of unpaid entitlements and loans
- 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 minutes and accounts the lawyer has, table historical distributions, unpaid present entitlements and related-party loans, with document cites and gaps. |
| Lawyer | Set the scope, verify the evidence, resolve exceptions and approve the final output for its intended use. |
Checklist
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Verify every relied-on citation, figure and name against the source document.
- The responsible lawyer approves the exact version before use.
Sources
Confirm the required checking with the responsible lawyer before work starts. The checking approach does not establish permission to use AI.