---
title: "Trusts & Estate Planning: precedents"
url: "https://ailawframework.com/precedents/trusts-and-estate-planning"
type: "precedent_area"
site: "AI Law Framework"
area_id: "A19"
precedent_count: 6
last_reviewed: "2026-10-17"
---

# Trusts & Estate Planning: precedents

> 6 starting-point precedents for Trusts & Estate Planning, each with the law behind it and how far AI may help.

Canonical page: https://ailawframework.com/precedents/trusts-and-estate-planning  
Last reviewed: 2026-10-17

Site index for agents: https://ailawframework.com/llms.txt

## Precedents

| Precedent | Kind | Jurisdictions | AI level | Summary | Law stated as at |
| --- | --- | --- | --- | --- | --- |
| [Discretionary (family) trust deed](https://ailawframework.com/precedents/trusts-and-estate-planning/discretionary-trust-deed.md) | Deed | Australia, New South Wales | Yellow | Original 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… | 2026-10-17 |
| [Trustee distribution resolution with section 100A risk notes](https://ailawframework.com/precedents/trusts-and-estate-planning/trustee-distribution-resolution.md) | Other | Australia | Yellow | Pre-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… | 2026-10-17 |
| [Family trust election, revocation or variation (ATO approved form): completion guide](https://ailawframework.com/precedents/trusts-and-estate-planning/family-trust-election.md) | Form | Australia | Yellow | Link 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. | 2026-10-17 |
| [Deed of variation of trust deed (with resettlement analysis worksheet)](https://ailawframework.com/precedents/trusts-and-estate-planning/deed-of-variation-trust.md) | Deed | Australia, New South Wales | Yellow | 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… | 2026-10-17 |
| [Testamentary discretionary trust clauses for a will](https://ailawframework.com/precedents/trusts-and-estate-planning/testamentary-trust-clauses.md) | Clause | Australia, New South Wales | Yellow | Original 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… | 2026-10-17 |
| [Checklist: AI-assisted review of existing trust deeds and variations](https://ailawframework.com/precedents/trusts-and-estate-planning/ai-trust-deed-review-checklist.md) | Checklist | Australia, New South Wales | Yellow | Step-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… | 2026-10-17 |

The area's guidance on AI use: [Trusts & Estate Planning](https://ailawframework.com/practice/trusts-and-estate-planning.md). All areas: [Precedents](https://ailawframework.com/precedents.md).

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