Extract trust powers into a table against the model list
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Table each power the deed grants or withholds, and note which model power in Uniform Trust Code § 816 the deed addresses. Do not add a power the deed does not give.
- What the lawyer must review
- Section 816, where enacted, lists powers a trustee may exercise without limiting section 815. They include collecting trust property, acquiring or selling it, borrowing, continuing a business, dealing with securities and real property, leasing, insuring, paying tax and claims, making loans to a beneficiary on terms the trustee considers fair and reasonable, and winding up on termination. The comment says the terms of the trust can alter every listed power, and that the list is subsumed under section 815. Section 815 was not opened. The Code is a model until the state enacts it. The deed controls. Opinion 512: check the table against the deed. You decide whether a proposed act is within a power.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Consider narrowly defined preparation support after confirming 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.
- 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.