---
title: "Prepare the papers for a trustee decision without writing the resolution"
url: "https://ailawframework.com/practice/trusts-and-estate-planning/prepare-a-trustee-resolution-pack-from-the-proposed-distribution-or-deci/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A19-A20260923-2-US"
practice_area: "Trusts & Estate Planning"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Prepare the papers for a trustee decision without writing the resolution

> Turn the proposed decision into an agenda: the decision, the deed clause, who must approve, and the papers attached. Do not produce the resolution that will be signed.

Canonical page: https://ailawframework.com/practice/trusts-and-estate-planning/prepare-a-trustee-resolution-pack-from-the-proposed-distribution-or-deci/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 | Turn the proposed decision into an agenda: the decision, the deed clause, who must approve, and the papers attached. Do not produce the resolution that will be signed. |
| What the lawyer must review | On acceptance, Uniform Trust Code § 801 says the trustee administers the trust in good faith, in accordance with its terms and purposes and the interests of the beneficiaries, and in accordance with the Code. Section 802(a) requires administration solely in the interests of the beneficiaries. A conflict transaction is voidable by an affected beneficiary unless one of the exceptions in § 802(b) applies, including authorisation in the terms of the trust or approval by the court. The Code is a model. It is not the law of a state until that state enacts it, and the deed controls where it speaks. You write the resolution. Opinion 512: do not put the deed into a public tool. |
| Written for | United States |
| Applies to | [Prepare a trustee-resolution pack from the proposed distribution or decision](https://ailawframework.com/practice/trusts-and-estate-planning/prepare-a-trustee-resolution-pack-from-the-proposed-distribution-or-deci.md) |

## Checking plan

- What the AI does: Turn the proposed decision into an agenda: the decision, the deed clause, who must approve, and the papers attached. Do not produce the resolution that will be signed.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- Do not assume the state has enacted the Uniform Trust Code.
- A generated agenda is not the signed resolution.

## 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 1.6, Confidentiality of information](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/) (checked 2026-10-22)

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