trusts-and-estates
65 skills across 6 jurisdictions.
Austria
1
Austria
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trusts-and-estates
recht-erbe-verfahren
Austrian probate and inheritance procedure — Verlassenschaftsverfahren (AußStrG §§143ff), Erbantrittserklärung, Erbrechtsklage, Pflichtteilsklage, Te…
Canada
1
Canada
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trusts-and-estates
Codex Skill Notes
Clerk for Crown fiduciary breaches, fund mismanagement, conflicts of interest, and failure to protect reserve lands; use for Fiduciary_Duty_Negligenc…
Germany
15
Germany
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trusts-and-estates
Betreuer als Erbe und Beschenkter
Workflow-Skill zu betreuer als erbe. Nutzt Normtext, Nutzerangaben und verifizierte Quellen; Rechtsprechung nur nach Live-Pruefung mit Gericht, Datum…
Germany
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trusts-and-estates
CTA — Contractual Trust Arrangement: Strukturierung und Dokumentation
CTA-Struktur für Auslagerung von Pensionsverpflichtungen aufsetzen: Treuhandmodell, IFRS-Saldierung. Normen: § 6a EStG, IFRS, BetrAVG. Prüfraster: Tr…
Germany
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trusts-and-estates
Höfe-Übergabe
Hofuebergabe nach HoefeO (Hamburg Niedersachsen NRW Schleswig-Holstein). Hofeigenschaft § 1 HoefeO Mindestwirtschaftswert. Hoferbe § 4 HoefeO Anerben…
Germany
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trusts-and-estates
Erbschein-Antrag
Erbschein beantragen wenn Erbfolge nachgewiesen werden muss. §§ 2353 2356 BGB Erbschein §§ 352 353 FamFG Verfahren. Prüfraster: Erbscheinsart gesetzl…
Germany
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trusts-and-estates
Fachanwalt für Erbrecht — Orientierung
Erbrechtsmandat einordnen Bearbeitungsroute bestimmen und erste Prioritaeten setzen. §§ 1922 2229 2303 BGB § 43a BRAO. Prüfraster: Erbfolge Testament…
Germany
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trusts-and-estates
Pflichtteilsberechnung — Auskunft und Stufenklage
Pflichtteilsanspruch berechnen wenn Erblasser nahe Angehoerige vom Erbe ausgeschlossen hat. §§ 2303 2311 2314 BGB Pflichtteil. Prüfraster: Pflichttei…
Germany
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trusts-and-estates
Testamentsentwurf
Testament oder Erbvertrag entwerfen wenn Mandant Nachlassplanung vornehmen moechte. §§ 2229 2231 2247 BGB Testament §§ 2274 ff. BGB Erbvertrag. Prüfr…
Germany
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trusts-and-estates
Governance und Anpassungsmechanismen — Pension Committee Charter und § 16 BetrAVG
Governance-Strukturen und Anpassungsmechanismen für Versorgungsordnung im Konzern entwerfen. Normen: §§ 1 ff. BetrAVG, BetrVG. Prüfraster: Anpassungs…
Germany
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trusts-and-estates
Jahresbericht des Betreuers ans Betreuungsgericht (§ 1863 BGB)
Jahresbericht für Betreuungsgericht nach § 1840 BGB erstellen: Anwendungsfall Betreuer muss jaehrlichen Rechenschaftsbericht über persoenliche und wi…
Germany
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trusts-and-estates
Kontodaten- und Vertragsverdacht-Prüfung
Kontoauszüge und Vertragsunterlagen in Betreuungsfällen auf Missbrauch prüfen: Anwendungsfall Betreuer oder Betreuungsgericht hat Verdacht auf ungewö…
Germany
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trusts-and-estates
Landpacht und Höfeerbfolge prüfen
Landwirt oder Hoferbe fragt nach Pachtvertrag-Bedingungen oder Erbfolge auf dem Hof nach HoefeO. Prüfraster Landpachtvertrag §§ 585 ff. BGB Pachtvert…
Germany
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trusts-and-estates
Mandat-Triage Erbrecht
Erbrechtsmandat schnell einordnen und Sofortmassnahmen bestimmen. §§ 1922 1944 2303 BGB §§ 342 ff. FamFG. Prüfraster: Erbfolge Testament Ausschlagung…
Germany
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trusts-and-estates
Nachlassinsolvenz und Erbenhaftung begrenzen
Nachlassinsolvenz beantragen oder Erbenhaftung auf den Nachlass begrenzen wenn Nachlass ueberschuldet ist. §§ 1975 1980 2059 BGB Nachlassinsolvenz §§…
Germany
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trusts-and-estates
Pflichtteil und Pflichtteilsergänzung berechnen
Pflichtteilsanspruch und Pflichtteilsergaenzungsanspruch berechnen. §§ 2303 2311 2325 BGB Pflichtteil. Prüfraster: Pflichtteilsquote Nachlasswert Bew…
Germany
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trusts-and-estates
Vermögensverzeichnis und Rechnungslegung (§§ 1835, 1839, 1865 BGB)
Vermögensverzeichnis für Betreuung prüfen und erstellen: Anwendungsfall Betreuer muss nach § 1835 BGB Vermögensverzeichnis aufnehmen oder bestehendes…
United States
27
United States
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trusts-and-estates
Advance Directive vs. POLST Comparison
Produces a plain-language comparison of advance directives and POLST/MOLST forms, covering legal status, clinician signatures, emergency precedence, …
United States
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trusts-and-estates
Advance Health Care Directive
Drafts jurisdiction-specific Advance Health Care Directive packages with agent appointment, living will instructions, HIPAA authorization bridge, org…
United States
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trusts-and-estates
Certificate of Trust
Drafts a Certificate of Trust (Abstract/Memorandum of Trust) that verifies trustee authority for third-party reliance without disclosing full trust t…
United States
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trusts-and-estates
Charitable Remainder Trust (CRT)
Drafts IRC 664–compliant Charitable Remainder Trust agreements (CRAT/CRUT), covering payout math, remainder qualification, trustee powers, and tax co…
United States
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trusts-and-estates
Durable Power of Attorney for Finances
Drafts state-specific Durable Power of Attorney for Finances documents authorizing an agent to manage a principal's financial affairs during incapaci…
United States
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trusts-and-estates
Elder Law Summary
Generates structured elder law summaries covering estate planning, elder abuse, healthcare rights, Medicaid eligibility, and guardianship with priori…
United States
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trusts-and-estates
Endowment Policy Statement
Drafts a Board-ready Endowment Fund Investment and Spending Policy Statement for 501(c)(3) nonprofits, covering UPMIFA compliance, asset allocation, …
United States
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trusts-and-estates
Estate Administration Summary
Produces structured status summaries of U.S. estate administration proceedings from probate filings, wills, asset inventories, creditor claims, tax r…
United States
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trusts-and-estates
Estate Administration Summary
Generates a structured U.S. estate administration/probate status summary covering decedent identifiers, asset inventory, creditor claims, distributio…
United States
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trusts-and-estates
Family Limited Partnership (FLP) Agreement
Drafts Family Limited Partnership agreements for estate planning and intergenerational wealth transfer. Ensures IRS enforceability under IRC §2036 wi…
United States
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trusts-and-estates
Nomination of Guardian for Minor Children
Drafts a US parental guardianship nomination for minor children aligned to state statute formalities and court best-interest standards. Covers primar…
United States
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trusts-and-estates
Guardianship Nomination for Minors
Drafts jurisdiction-specific Nomination of Guardian for Minor Children documents for estate planning. Gathers parent and child details, applies state…
United States
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trusts-and-estates
Petition for Guardianship
Drafts court-ready Petitions for Guardianship for US state courts, covering incapacity allegations, least-restrictive-alternative analysis, scope-of-…
United States
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trusts-and-estates
Instruction Letter to Health Care Agent
Drafts a non-binding instruction letter (values letter / legacy letter) from a client to their designated health care agent, translating personal val…
United States
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trusts-and-estates
Healthcare Agent Instruction Letter
Drafts a non-binding healthcare values/instruction letter for a designated health care agent to guide substituted-judgment decisions during incapacit…
United States
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trusts-and-estates
Healthcare Power of Attorney
Drafts a state-compliant Healthcare Power of Attorney (HCPOA) designating an agent to make medical decisions for an incapacitated principal. Covers s…
United States
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trusts-and-estates
HIPAA Release Authorization
Drafts HIPAA-compliant PHI release authorizations for estate-planning workflows under 45 CFR §164.508. Use when drafting release forms, healthcare PO…
United States
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trusts-and-estates
Irrevocable Life Insurance Trust (ILIT)
Drafts an Irrevocable Life Insurance Trust (ILIT) compliant with IRC § 2042 and state trust laws to exclude life insurance from the grantor's taxable…
United States
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trusts-and-estates
Last Will and Testament
Drafts a state-compliant Last Will and Testament covering declarations, revocation of prior instruments, specific bequests, residuary disposition, gu…
United States
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trusts-and-estates
Last Will and Testament
Drafts and structures U.S. Last Will and Testament documents. Trigger when the user needs to draft, revise, or review a will covering executor/guardi…
United States
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trusts-and-estates
Notice of Assets and Request for Claims
Drafts a Notice of Assets and Request for Claims for probate estates. Triggers when administering an estate, publishing creditor notice, filing a pro…
United States
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trusts-and-estates
Pour-Over Will
Drafts a pour-over will directing the testator's residuary estate into an existing revocable living trust. Covers fiduciary appointments, guardianshi…
United States
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trusts-and-estates
Psychiatric Advance Directive (PAD)
Drafts jurisdiction-specific Psychiatric Advance Directives (PADs) capturing treatment preferences, agent authority, and crisis plans for psychiatric…
United States
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trusts-and-estates
Qualified Personal Residence Trust (QPRT) Agreement
Drafts an IRC §2702-compliant Qualified Personal Residence Trust agreement with safe harbor provisions under Rev. Proc. 2003-42 and Treas. Reg. §25.2…
United States
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trusts-and-estates
Revocable Living Trust
Drafts revocable living trust documents with declaration of trust, funding schedules, trustee succession, beneficiary designations, and administrativ…
United States
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trusts-and-estates
Third-Party Special Needs Trust
Drafts irrevocable third-party Special Needs Trusts funded by parents, grandparents, or other non-beneficiary parties to supplement government benefi…
United States
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trusts-and-estates
Assignment of Property to Trust
Drafts an Assignment of Property to Trust document transferring assets from a grantor into a revocable or irrevocable trust. Covers real property, fi…
CROSS-JURISDICTION 1
Japan BAV und Corporate Pension — Deutsch-Japanische Perspektive
Japanisches betriebliches Altersversorgungssystem und IORP-Vergleich für europaeische Konzerne. Normen: IORP-II, japanisches Pensionsrecht DB-Pension…
GENERAL 20
条款风险审查助手-冲突版（T813）
用于信托领域合同与法务中的条款风险审查助手-冲突版场景。支持结构化输入处理、规则分析与Markdown结果输出。
条款风险审查助手-缺失项版（T812）
用于信托领域合同与法务中的条款风险审查助手-缺失项版场景。支持结构化输入处理、规则分析与Markdown结果输出。
条款风险审查助手-修改建议版（T815）
用于信托领域合同与法务中的条款风险审查助手-修改建议版场景。支持结构化输入处理、规则分析与Markdown结果输出。
条款风险审查助手-风险提示版（T814）
用于信托领域合同与法务中的条款风险审查助手-风险提示版场景。支持结构化输入处理、规则分析与Markdown结果输出。
合同条款助手-担保协议版（T808）
用于信托领域合同与法务中的合同条款助手-担保协议版场景。支持结构化输入处理、规则分析与Markdown结果输出。
合同条款助手-信托合同版（T806）
用于信托领域合同与法务中的合同条款助手-信托合同版场景。支持结构化输入处理、规则分析与Markdown结果输出。
合同条款助手-受托管理协议版（T807）
用于信托领域合同与法务中的合同条款助手-受托管理协议版场景。支持结构化输入处理、规则分析与Markdown结果输出。
合同版本对比助手-补充协议版（T817）
用于信托领域合同与法务中的合同版本对比助手-补充协议版场景。支持结构化输入处理、规则分析与Markdown结果输出。
法规匹配助手-信托监管版（T819）
用于信托领域合同与法务中的法规匹配助手-信托监管版场景。支持结构化输入处理、规则分析与Markdown结果输出。
Succession Planning Summary
Synthesizes wills, trusts, beneficiary designations, powers of attorney, and healthcare directives into a unified estate succession reference documen…