---
title: "Map the family group before a distribution outside the usual beneficiaries"
url: "https://ailawframework.com/practice/trusts-and-estate-planning/map-the-family-group-before-a-distribution-outside-the-usual-beneficiari"
type: "task"
site: "AI Law Framework"
id: "A19-X20260927-5"
practice_area: "Trusts & Estate Planning"
tier: "yellow"
lawyer_review: "required"
last_reviewed: "2026-10-22"
---

# Map the family group before a distribution outside the usual beneficiaries

> Assemble the family tree, the lodged elections and the entity records into a draft group map and proposed-beneficiary list, working under the lawyer's direction on who the specified individual is and which entities…

Canonical page: https://ailawframework.com/practice/trusts-and-estate-planning/map-the-family-group-before-a-distribution-outside-the-usual-beneficiari  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Trusts & Estate Planning](https://ailawframework.com/practice/trusts-and-estate-planning.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | Assemble the family tree, the lodged elections and the entity records into a draft group map and proposed-beneficiary list, working under the lawyer's direction on who the specified individual is and which entities have elected. |
| What the lawyer must review | Confirm the specified individual and the income year specified in the election as lodged, test each entity against the family group definition rather than against the family tree, and confirm whether any variation or revocation of the election has been lodged and within time. |
| Written for / versions | 1 jurisdiction versions below |

## Checking plan

**Source-by-source verification**

Trace relied-on content to independent sources and check for relevant material the output has missed.

- What the AI does: Assemble the family tree, the lodged elections and the entity records into a draft group map and proposed-beneficiary list, working under the lawyer's direction on who the specified individual is and which entities have elected.
- What the lawyer does: Confirm the specified individual and the income year specified in the election as lodged, test each entity against the family group definition rather than against the family tree, and confirm whether any variation or revocation of the election has been lodged and within time.
- Who reviews: Responsible lawyer with competence in the matter
- Basis: Practical workflow informed by the linked primary sources; the traffic light and working checks are editorial guidance, not a court classification.
- Why: The level reflects what the work is, the consequence of an error, and how much of the output the lawyer must independently re-derive.

## Checks the lawyer makes

1. Confirm the instructions, the jurisdiction and the complete relevant material before starting.
2. Confirm the specified individual and the income year specified in the election as lodged, test each entity against the family group definition rather than against the family tree, and confirm whether any variation or revocation of the election has been lodged and within time.
3. Check the output against the source documents named in it before it is relied on.

## Notes

- 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.

## Sources

- [https://www.ato.gov.au/businesses-and-organisations/trusts/family-trusts](https://www.ato.gov.au/businesses-and-organisations/trusts/family-trusts) (checked 2026-09-27)
- [https://www.ato.gov.au/forms-and-instructions/family-trust-election-revocation-or-variation-2026-instructions/how-to-get-a-family-trust-election-revocation-or-variation-2026](https://www.ato.gov.au/forms-and-instructions/family-trust-election-revocation-or-variation-2026-instructions/how-to-get-a-family-trust-election-revocation-or-variation-2026) (checked 2026-09-27)

## Forms and precedents for this task

| Form or precedent | Kind | AI level | Summary |
| --- | --- | --- | --- |
| [Family group map before a distribution from a trust that has made a family trust election](https://ailawframework.com/precedents/trusts-and-estate-planning/family-group-before-distribution.md) | Checklist | Yellow | Map of who the ATO page, updated 20 October 2026, treats as in the family group of the individual specified in a family trust election, before a distribution is made outside the usual beneficiaries. |

Signed-in accounts can read the full text of each one.

## Jurisdiction versions

| Jurisdiction | Level |
| --- | --- |
| [United States](https://ailawframework.com/practice/trusts-and-estate-planning/map-the-family-group-before-a-distribution-outside-the-usual-beneficiari/united-states.md) | Yellow |

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*