Table trust expenses without deciding they are reasonable
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- The rule is state law, and the lawyer must confirm which state's law governs. For example, Florida Statutes s 736.0805 requires a trustee to incur only reasonable expenses. 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 reasonable.
- What the lawyer must review
- The rule is state law, and the lawyer must confirm which state's law governs. For example, Florida Statutes s 736.0805 requires that the trustee incur only expenses that are reasonable in relation to the trust property, the purposes of the trust, and the skills of the trustee. The tool builds the table from the documents supplied. It does not mark an expense as proper or improper. The lawyer decides reasonableness.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes organising research leads. 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
- 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.