Extract trust expenses claimed under the trustee's indemnity
Key facts
- Human involvement
- GreenLawyer review
- How AI is used
- From the ledger and invoices the lawyer supplies, build a table of date, payee, amount, description and the document reference for each expense the trustee proposes to retain. Do not decide whether the expense is properly incurred.
- What the lawyer must review
- The lawyer checks each row against the invoice and decides which amounts the trustee may reimburse from the trust property before a distribution.
- 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 the ledger and invoices the lawyer supplies, build a table of date, payee, amount, description and the document reference for each expense the trustee proposes to retain. Do not decide whether the expense is properly incurred. |
| Lawyer | The lawyer checks each row against the invoice and decides which amounts the trustee may reimburse from the trust property before a distribution. |
Checklist
- Check each amount and date against the invoice, not against the ledger total.
- Leave out any row that has no document.
- Do not describe an expense as properly incurred. That is the lawyer's decision.
- Confirm the table is not attached to a resolution until the lawyer has marked the rows that may be retained.
Sources
- Trustee Act 1925 (NSW) s 59 · 2026-10-22
These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.