Map a proposed recipient against the class of beneficiaries
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- List the people the deed names as beneficiaries, and the proposed recipient. Say whether the deed's words include that person only if the deed says so. Do not approve the distribution.
- What the lawyer must review
- A distribution to someone the deed does not include is not cured by a family label. Where enacted, Uniform Trust Code § 801 requires administration in accordance with the terms. Section 802 requires the trustee to act solely in the interests of the beneficiaries, and a conflict transaction is voidable unless an exception in § 802(b) applies. There is no family-trust election in this version. Opinion 512: you decide whether the recipient is in the class. The tool only lines up the names.
- 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.