---
title: "Map a proposed recipient against the class of beneficiaries"
url: "https://ailawframework.com/practice/trusts-and-estate-planning/map-the-family-group-before-a-distribution-outside-the-usual-beneficiari/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A19-X20260927-5-US"
practice_area: "Trusts & Estate Planning"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Map a proposed recipient against the class of beneficiaries

> 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.

Canonical page: https://ailawframework.com/practice/trusts-and-estate-planning/map-the-family-group-before-a-distribution-outside-the-usual-beneficiari/united-states  
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 | 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 | United States |
| Applies to | [Map the family group before a distribution outside the usual beneficiaries](https://ailawframework.com/practice/trusts-and-estate-planning/map-the-family-group-before-a-distribution-outside-the-usual-beneficiari.md) |

## Checking plan

- What the AI does: 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.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- Do not apply an Australian family-group test.
- A name on a family tree is not a beneficiary unless the deed includes that person.

## Sources

- [Uniform Trust Code (Uniform Law Commission, last revised 2003)](https://www.uniformlaws.org/HigherLogic/System/DownloadDocumentFile.ashx?DocumentFileKey=6bae0bb2-00ea-8080-d084-5be9ef7bbc66&forceDialog=0) (checked 2026-10-22)
- [ABA Formal Opinion 512, Generative Artificial Intelligence Tools (29 July 2024)](https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf) (checked 2026-10-22)
- [ABA Model Rule 1.1, Competence](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_1_competence/) (checked 2026-10-22)

## 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.

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