Use when building a structured, source-cited inventory of estate or trust assets and liabilities for attorney review, without valuing assets.
When to use
An estate or trust's assets and liabilities must be organized into an inventory for an attorney.
A planning, probate, or administration matter needs the estate's composition captured with sources.
A team needs missing and ambiguous assets surfaced before substantive work.
Required inputs
The asset and liability records, with source references — which may include real estate, bank accounts, investment accounts, retirement accounts, life insurance, business interests, vehicles, personal property, digital assets, debts, mortgages, taxes, and claims.
The user's role, jurisdiction, the estate or trust status, and the review purpose, or [verify jurisdiction].
Owner and title facts as provided.
Any values the user provides (recorded as user-stated figures, never computed or appraised).
If the records, the user's role, or the review purpose is missing, record it as not provided and return the missing-information list first.
Use when organizing the facts relevant to capacity and undue-influence questions into a source-cited chronology for attorney review, without determining capacity or undue influence.
When to use
The facts around a capacity or undue-influence question must be organized for an attorney.
A will or trust contest, or a planning matter, raises capacity or undue-influence concerns that must be mapped with sources.
A matter needs a neutral facts chronology before substantive analysis.
Required inputs
The facts, records, and documents bearing on capacity or undue influence, with source references.
The user's role, jurisdiction, and matter type, or [verify jurisdiction].
The facts to organize, as stated in the records: timeline; medical and cognitive facts as stated; relationships, dependency, and isolation; document-execution facts; attorney, witness, and notary involvement; changes from a prior plan; communications; pressure or coercion allegations; and disputed facts.
If the records, the user's role, or the matter type is missing, record it as not provided and return the missing-information list first.
Use when producing a source-cited summary of a will, trust, codicil, amendment, power of attorney, or advance directive for attorney review.
When to use
A will, trust, or related estate instrument must be summarized and organized for an attorney.
A team needs the dispositive provisions, fiduciary appointments, and powers mapped with source citations.
An instrument must be reviewed for ambiguities before substantive analysis.
Required inputs
The estate document(s) to summarize, with source references.
The user's role and the review purpose.
Jurisdiction and governing law if stated in the document, or [verify jurisdiction].
Any related instruments — codicils, amendments, restatements — provided.
The terms to capture, as written: parties, fiduciaries and successor fiduciaries, beneficiaries, dispositive provisions, powers, conditions, amendment and revocation language, no-contest provisions if present, tax provisions if present, and execution, notary, and witness facts if provided.
If the document text, the user's role, or the review purpose is missing, record it as not provided and return the missing-information list first.
Use when building a source-cited factual chronology for a will contest, trust contest, or fiduciary dispute for attorney review, without assessing the merits.
When to use
A will or trust contest or a fiduciary dispute needs a factual chronology built for an attorney.
A team needs dated events organized with sources before substantive analysis.
A dispute's facts must be assembled into a neutral timeline.
Required inputs
The documents, records, and correspondence for the dispute, with source references.
The user's role, jurisdiction, and the dispute type, or [verify jurisdiction].
The disputed or undisputed status of facts, where the user provides it.
Any relevance notes the user wants captured.
If the documents, the user's role, or the dispute type is missing, record it as not provided and return the missing-information list first.
Use when capturing the facts of an estate-planning matter into a structured, source-cited working paper and planning issue map for attorney review.
When to use
A new estate-planning matter needs structured intake before substantive planning by an attorney.
An attorney needs the client's family, asset, fiduciary, and goal facts organized with sources and gaps flagged.
A matter must be scoped and routed to the right specialist Trusts & Estates skill.
Required inputs
Client identity and the user's role, and the jurisdiction, or [verify jurisdiction].
The review purpose and the client's planning goals.
Marital or relationship status, dependents, and beneficiaries, as provided.
Fiduciary choices (executor, trustee, agent, guardian) the client is considering.
Assets, liabilities, business interests, real estate, and digital assets, as provided.
Incapacity-planning, healthcare-directive, and guardianship concerns.
Charitable intent, tax concerns, and any family conflict the client raises.
Prior estate documents, with source references.
Whether sensitive identifiers (SSN, account numbers, dates of birth) appear, so they can be masked.
If the jurisdiction, the client's role, or the planning goals are missing, record them as not provided and return the missing-information list before substantive intake.
Use when capturing the facts of an estate, gift, GST, or inheritance tax matter into a source-cited issue map for tax professional review, without calculating taxes.
When to use
An estate, gift, GST, or inheritance tax matter needs structured intake before a tax professional evaluates it.
A team needs the asset, gift, trust, and transfer facts organized with sources and gaps flagged.
A planning or administration matter raises transfer-tax questions that must be scoped.
Required inputs
Jurisdiction, the decedent or donor identity, and the tax year or date of death, or [verify jurisdiction] / not provided.
Assets, gifts, and trusts, with source references.
Business interests, real estate, retirement accounts, and life insurance, as provided.
Marital and charitable transfers, and any foreign assets or foreign persons.
Prior filings (estate, gift, or income tax) and any notices received.
Source documents with citations to statements, returns, or pages.
Any user-supplied dates, echoed and marked [deadline verification required].
If the jurisdiction, the decedent/donor, or the tax year/date of death is missing, record it as not provided and return the missing-information list first.
Use when issue-spotting potential fiduciary-duty questions from provided facts and documents into a source-cited issue matrix for attorney review.
When to use
A fiduciary's conduct must be issue-spotted and organized for an attorney.
A beneficiary, co-fiduciary, or fiduciary's counsel needs the conduct facts mapped with sources.
A fiduciary matter must be scoped before substantive analysis or a dispute.
Required inputs
The fiduciary (executor, trustee, agent, guardian), the user's role, the jurisdiction, and the matter type, or [verify jurisdiction].
The facts and documents bearing on fiduciary conduct, with source references.
Facts the user provides on conflicts, self-dealing concerns, investment decisions, communications, accounting, distributions, expenses, and recordkeeping.
Co-fiduciary issues, beneficiary objections, and any court supervision facts.
If the fiduciary, the user's role, the jurisdiction, or the conduct facts are missing, record them as not provided and return the missing-information list first.
Use when building a probate document checklist and missing-document list for attorney review, without preparing filing-ready probate forms.
When to use
A probate matter needs its document record organized for an attorney.
A team needs to see what probate documents exist and what is missing.
A fiduciary is assembling the probate file before substantive work.
Required inputs
Decedent identity and the user's fiduciary or party role.
Jurisdiction or probate court if known, or [verify jurisdiction].
Estate status and the review purpose.
Documents already collected, with source references — which may include the death certificate, will and codicils, trust documents, asset statements, debts, beneficiary and heir information, notices received, court documents if provided, fiduciary appointment documents, tax documents, real estate records, and creditor information.
Beneficiary and heir context, as provided.
Any user-supplied dates, echoed and marked [deadline verification required].
If the decedent, the user's role, or the jurisdiction is missing, record it as not provided and return the missing-information list first.
Use when building a checklist for funding or reviewing the funding of a trust into a source-cited tracker for attorney review.
When to use
A trust is being funded, or its funding is being reviewed, and the status must be organized for an attorney.
A team needs to see which assets have been transferred to the trust and which have not, with evidence.
A planning or administration matter needs funding gaps surfaced.
Required inputs
The trust instrument and the assets intended to fund it.
The user's role, jurisdiction, and review purpose, or [verify jurisdiction].
Funding evidence as provided — which may include deeds, assignments, account retitling, beneficiary designations, and transfer confirmations — across real estate, bank accounts, brokerage accounts, business interests, personal property, vehicles, insurance, retirement assets, and digital assets.
Source references to instruments, account records, or pages.
If the trust instrument, the asset list, or the user's role is missing, record it as not provided and return the missing-information list first.