Prepare a trustee-resolution pack from the proposed distribution or decision
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Draft resolutions, a distribution minute and a checklist of deed requirements (who signs, who is excluded, streaming) from the instructions.
- What the lawyer must review
- Check the trustee actually decides
- Do not use minutes that invent a meeting
- Check the deed's execution clause
- 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 | Draft resolutions, a distribution minute and a checklist of deed requirements (who signs, who is excluded, streaming) from the instructions. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
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.
Sources
Confirm the required checking with the responsible lawyer before work starts. The checking approach does not establish permission to use AI.