Precedents: Trusts & Estate Planning
6 starting-point precedents for this area. Each one names the law it rests on and says how far AI may help.
- Precedents in this area
- 6
- Full text
- For signed-in accounts
- Newest law stated as at
- 17 October 2026
- Guidance for this area
- Tasks and AI use in Trusts & Estate Planning
| Precedent | Kind | Where it applies | AI use | Law stated as at |
|---|---|---|---|---|
| Discretionary (family) trust deedOriginal starter deed for a discretionary family trust governed by NSW law, with an income definition, streaming power, foreign-person exclusion for NSW surcharge purposes, family trust election guard and a limited variation power. | Deed | Australia, New South Wales | Yellow | 17 October 2026 |
| Trustee distribution resolution with section 100A risk notesPre-30 June resolution pack for a discretionary trust: deed checks, a corporate-trustee resolution appointing and streaming income, an individual-trustee variant, and a section 100A risk note for the lawyer's file. | Other | Australia | Yellow | 17 October 2026 |
| Family trust election, revocation or variation (ATO approved form): completion guideLink to the ATO's current approved form and instructions for making, varying or revoking a family trust election, with a practical guide to the decisions, evidence and traps before the trustees sign. | Form | Australia | Yellow | 17 October 2026 |
| Deed of variation of trust deed (with resettlement analysis worksheet)Original deed to vary a discretionary trust deed under its amendment power, with recitals proving the power and consents, protective confirmations, and a worksheet for the lawyer's resettlement, CGT and duty analysis. | Deed | Australia, New South Wales | Yellow | 17 October 2026 |
| Testamentary discretionary trust clauses for a willOriginal clauses to insert in a will creating a discretionary testamentary trust for each primary beneficiary, with control, vesting, protective and record-keeping provisions that support the excepted trust income rules. | Clause | Australia, New South Wales | Yellow | 17 October 2026 |
| Checklist: AI-assisted review of existing trust deeds and variationsStep-by-step controls for using an AI tool to extract vesting, control, amendment, beneficiary and election details from scanned trust deeds, with verification against signed originals and a sign-off record. | Checklist | Australia, New South Wales | Yellow | 17 October 2026 |
AI use levels: Green means AI can do most of the drafting and a lawyer reviews it. Yellow means AI helps in set ways and a lawyer checks specific points. Red means a lawyer does the work and AI stays out of the decisive steps.