Trusts and estates legal-AI skills in 🇺🇸 United States

26 legal AI skills for trusts and estates in United States.

Advance Directive vs. POLST Comparison

Apache-2.0United StatesTrusts and estates

Produces a plain-language comparison of advance directives and POLST/MOLST forms, covering legal status, clinician signatures, emergency precedence, clinical appropriateness, and document coordination. Use when the user asks about advance directive vs. POLST, living will vs. DNR, which document EMS follows, POLST vs. MOLST vs. POST, whether a healthy person needs a POLST, or document coordination in elder law, estate planning, or serious illness contexts.

Advance Health Care Directive

Apache-2.0United StatesTrusts and estates

Drafts jurisdiction-specific Advance Health Care Directive packages with agent appointment, living will instructions, HIPAA authorization bridge, organ donation preferences, and execution compliance checklists. Trigger when the user mentions advance directive, healthcare proxy, living will, health care agent, HIPAA authorization, medical power of attorney, end-of-life planning, capacity trigger planning, state-specific directive forms, witness/notary requirements for healthcare documents, or cross-state directive portability.

Assignment of Property to Trust

Apache-2.0United StatesTrusts and estates

Drafts an Assignment of Property to Trust document transferring assets from a grantor into a revocable or irrevocable trust. Covers real property, financial accounts, business interests, personal property, and intellectual property with jurisdiction-specific execution formalities. Use when funding a trust, transferring assets to a living trust, assigning property to a trustee, or preparing trust funding documents.

Certificate of Trust

Apache-2.0United StatesTrusts and estates

Drafts a Certificate of Trust (Abstract/Memorandum of Trust) that verifies trustee authority for third-party reliance without disclosing full trust terms. Use when preparing trust certificates for real estate closings, bank account openings, business transactions, or any context requiring trustee authority verification with UTC-compliant, privacy-preserving disclosure.

Charitable Remainder Trust (CRT)

Apache-2.0United StatesTrusts and estates

Drafts IRC 664–compliant Charitable Remainder Trust agreements (CRAT/CRUT), covering payout math, remainder qualification, trustee powers, and tax compliance. Use when drafting a CRT, CRAT, CRUT, unitrust, annuity trust, or charitable remainder planning document, or when ensuring IRC 664 compliance.

Durable Power of Attorney for Finances

Apache-2.0United StatesTrusts and estates

Drafts state-specific Durable Power of Attorney for Finances documents authorizing an agent to manage a principal's financial affairs during incapacity. Use when a user needs a financial POA, DPOA, attorney-in-fact authorization, or incapacity planning document. Triggers on requests involving durable power of attorney, financial agency designation, or springing power of attorney drafting.

Elder Law Summary

Apache-2.0United StatesTrusts and estates

Generates structured elder law summaries covering estate planning, elder abuse, healthcare rights, Medicaid eligibility, and guardianship with prioritized action plans. Triggers when the user requests an elderly client matter summary, elder care legal overview, long-term care planning review, or guardianship assessment.

Estate Administration Summary

Apache-2.0United StatesTrusts and estates

Produces structured status summaries of U.S. estate administration proceedings from probate filings, wills, asset inventories, creditor claims, tax records, and distribution documents. Covers decedent identification, asset catalog, creditor status, tax compliance, beneficiary tracking, legal hurdles, and remaining tasks. Use when summarizing estate progress, preparing executor status reports, onboarding to a probate matter, or briefing beneficiaries. Trigger keywords: estate summary, probate status, estate administration, executor report, estate inventory, creditor claims summary, estate tax compliance, beneficiary distribution.

Estate Administration Summary

Apache-2.0United StatesTrusts and estates

Generates a structured U.S. estate administration/probate status summary covering decedent identifiers, asset inventory, creditor claims, distributions, tax compliance, disputes, and next steps with source citations. Trigger on requests for estate administration summary, probate status report, executor update, estate progress report, inventory and appraisal summary, creditor claims status, or distribution schedule summary.

Family Limited Partnership (FLP) Agreement

Apache-2.0United StatesTrusts and estates

Drafts Family Limited Partnership agreements for estate planning and intergenerational wealth transfer. Ensures IRS enforceability under IRC §2036 with legitimate business purpose, valuation discounts, and senior-generation control. Use when drafting FLP agreements, family partnership documents, or estate planning partnership structures.

Guardianship Nomination for Minors

Apache-2.0United StatesTrusts and estates

Drafts jurisdiction-specific Nomination of Guardian for Minor Children documents for estate planning. Gathers parent and child details, applies state guardianship statutes and execution formalities, and produces a professionally formatted nomination designating primary and alternate guardians. Use when drafting guardian nominations, minor guardianship documents, parental nomination of guardians, or estate planning for children.

Healthcare Agent Instruction Letter

Apache-2.0United StatesTrusts and estates

Drafts a non-binding healthcare values/instruction letter for a designated health care agent to guide substituted-judgment decisions during incapacity. Use when a client needs a bedside document that harmonizes with a health care power of attorney, healthcare proxy, or advance directive and captures quality-of-life thresholds, treatment preferences, and conflict guidance. Trigger on requests for "instruction letter," "health care agent letter," "values letter," "legacy letter," "healthcare proxy," or "DPOA health care."

Healthcare Power of Attorney

Apache-2.0United StatesTrusts and estates

Drafts a state-compliant Healthcare Power of Attorney (HCPOA) designating an agent to make medical decisions for an incapacitated principal. Covers scope of authority, life-sustaining treatment directives, HIPAA authorization, organ donation preferences, and jurisdiction-specific execution formalities. Use when the user mentions healthcare power of attorney, medical power of attorney, healthcare proxy, healthcare agent designation, HCPOA, medical decision-making authority, or advance healthcare directive naming an agent. Also trigger when the user asks about HIPAA authorization for a healthcare agent, life-sustaining treatment elections, or state-specific execution requirements for healthcare proxy documents.

HIPAA Release Authorization

Apache-2.0United StatesTrusts and estates

Drafts HIPAA-compliant PHI release authorizations for estate-planning workflows under 45 CFR §164.508. Use when drafting release forms, healthcare POA support documents, or record-access instruments. Triggers: HIPAA release, PHI authorization, healthcare agent access, advance directive support, medical record release.

Instruction Letter to Health Care Agent

Apache-2.0United StatesTrusts and estates

Drafts a non-binding instruction letter (values letter / legacy letter) from a client to their designated health care agent, translating personal values, quality-of-life thresholds, and scenario-based treatment preferences into operational bedside guidance for substituted judgment. Trigger when the user mentions values letter, legacy letter, instruction letter to healthcare proxy, substituted judgment guidance, supplementing an advance directive with personal guidance, or communicating treatment wishes to a designated agent. Also trigger for family conflict around medical decision-making authority.

Irrevocable Life Insurance Trust (ILIT)

Apache-2.0United StatesTrusts and estates

Drafts an Irrevocable Life Insurance Trust (ILIT) compliant with IRC § 2042 and state trust laws to exclude life insurance from the grantor's taxable estate. Covers Crummey withdrawal rights, trustee powers, distributions, and execution formalities. Use when drafting ILITs, life insurance trusts, estate tax exclusion trusts, or Crummey trusts.

Last Will and Testament

Apache-2.0United StatesTrusts and estates

Drafts a state-compliant Last Will and Testament covering declarations, revocation of prior instruments, specific bequests, residuary disposition, guardian nominations, fiduciary appointments, and execution formalities. Conducts structured intake on family structure, asset inventory, fiduciary nominees, and existing estate plan documents. Coordinates with trusts, beneficiary designations, and non-probate transfers. Use when drafting wills, testamentary documents, pour-over wills, codicils, or estate planning instruments involving testamentary dispositions.

Last Will and Testament

Apache-2.0United StatesTrusts and estates

Drafts and structures U.S. Last Will and Testament documents. Trigger when the user needs to draft, revise, or review a will covering executor/guardian appointments, specific or residuary distributions, contingency planning, or execution-ready attestation and self-proving packaging. Applies to keywords: last will, testament, probate, executor, guardian, residuary, revocation, no-contest, ademption, predeceased beneficiary, elective share.

Nomination of Guardian for Minor Children

Apache-2.0United StatesTrusts and estates

Drafts a US parental guardianship nomination for minor children aligned to state statute formalities and court best-interest standards. Covers primary and alternate guardian designations, death/incapacity triggers, custody-order alignment, scope of authority, financial coordination, and execution requirements. Use when creating a nomination of guardian, standby guardian appointment, or minor guardianship designation in estate planning.

Notice of Assets and Request for Claims

Apache-2.0United StatesTrusts and estates

Drafts a Notice of Assets and Request for Claims for probate estates. Triggers when administering an estate, publishing creditor notice, filing a probate notice of assets, or establishing claim bar dates. Handles jurisdictional research, asset disclosure, claim filing procedures, and execution requirements under state-specific probate codes.

Petition for Guardianship

Apache-2.0United StatesTrusts and estates

Drafts court-ready Petitions for Guardianship for US state courts, covering incapacity allegations, least-restrictive-alternative analysis, scope-of-authority requests, and statutory compliance. Use when drafting guardianship petitions, conservatorship filings, or petitions for appointment of guardian over incapacitated adults or minors.

Pour-Over Will

Apache-2.0United StatesTrusts and estates

Drafts a pour-over will directing the testator's residuary estate into an existing revocable living trust. Covers fiduciary appointments, guardianship, debt/tax payment, specific bequests, the central pour-over clause, and execution formalities with self-proving affidavit. Use when drafting pour-over wills, testamentary trust transfers, estate planning safety nets, or residuary estate instruments. Trigger keywords: pour-over will, residuary estate, revocable trust, testamentary transfer, UTATA, personal representative, guardian nomination, self-proving affidavit.

Psychiatric Advance Directive (PAD)

Apache-2.0United StatesTrusts and estates

Drafts jurisdiction-specific Psychiatric Advance Directives (PADs) capturing treatment preferences, agent authority, and crisis plans for psychiatric incapacity. Trigger when the user mentions psychiatric advance directive, PAD, mental health advance directive, mental health treatment declaration, psychiatric crisis planning, Ulysses clause, psychotropic medication preferences, ECT consent planning, crisis activation plan, or mental health agent appointment.

Qualified Personal Residence Trust (QPRT) Agreement

Apache-2.0United StatesTrusts and estates

Drafts an IRC §2702-compliant Qualified Personal Residence Trust agreement with safe harbor provisions under Rev. Proc. 2003-42 and Treas. Reg. §25.2702-5(c). Generates trust instrument, signature/notarization blocks, property exhibit, beneficiary schedule, and post-execution checklist. Use when drafting a QPRT for estate planning clients transferring a personal or secondary residence with a retained occupancy term to reduce gift tax valuation.