Map control: appointor, guardian, trustee and default beneficiaries
Key facts
- Human involvement
- GreenLawyer review
- How AI is used
- From the deed and variations, table who holds control now, on death, and on incapacity, with clause references.
- What the lawyer must review
- Focus on control on death, the estate-planning point
- Confirm later deeds of variation and any separate appointor deed
- 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 deed and variations, table who holds control now, on death, and on incapacity, with clause references. |
| 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.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Deed of appointment of new trustee and retirement of existing trustee (discretionary or unit trust) | Deed | AI use Yellow | A deed by which the person holding the power of appointment appoints a new trustee in place of a retiring trustee, with the retiring trustee's release and handover, the new trustee's acceptance, and a post-execution checklist for vesting assets, duty and notifications. |
| Deed of change of appointor (and guardian) of a discretionary trust | Deed | AI use Yellow | A deed recording the retirement or replacement of the appointor (and, if the deed has one, the guardian) of a discretionary trust under the power in the trust deed, with recitals proving the power, succession provisions, and a check that the change is within the deed's power. |
Signed-in accounts can read the full text of each one. All precedents.
Sources
Confirm the required checking with the responsible lawyer before work starts. The checking approach does not establish permission to use AI.