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trusts-and-estates

38 skills across 4 jurisdictions.

Skills

United States flagUnited States · 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, …

CaseMark
United States flagUnited States · 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…

CaseMark
United States flagUnited States · 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…

CaseMark
Germany flagGermany · 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…

Klotzkette
United States flagUnited States · 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…

CaseMark
United States flagUnited States · 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…

CaseMark
United States flagUnited States · 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…

CaseMark
United States flagUnited States · trusts-and-estates

Elder Law Summary

Generates structured elder law summaries covering estate planning, elder abuse, healthcare rights, Medicaid eligibility, and guardianship with priori…

CaseMark
Germany flagGermany · trusts-and-estates

Erbschein-Antrag

Erbschein beantragen wenn Erbfolge nachgewiesen werden muss. §§ 2353 2356 BGB Erbschein §§ 352 353 FamFG Verfahren. Prüfraster: Erbscheinsart gesetzl…

Klotzkette
United States flagUnited States · trusts-and-estates

Estate Administration Summary

Generates a structured U.S. estate administration/probate status summary covering decedent identifiers, asset inventory, creditor claims, distributio…

CaseMark
United States flagUnited States · 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…

CaseMark
Germany flagGermany · trusts-and-estates

Fachanwalt für Erbrecht — Orientierung

Erbrechtsmandat einordnen Bearbeitungsroute bestimmen und erste Prioritaeten setzen. §§ 1922 2229 2303 BGB § 43a BRAO. Prüfraster: Erbfolge Testament…

Klotzkette
United States flagUnited States · 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…

CaseMark
United States flagUnited States · 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…

CaseMark
United States flagUnited States · 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…

CaseMark
United States flagUnited States · 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…

CaseMark
United States flagUnited States · 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…

CaseMark
Germany flagGermany · trusts-and-estates

Höfe-Übergabe

Hofuebergabe nach HoefeO (Hamburg Niedersachsen NRW Schleswig-Holstein). Hofeigenschaft § 1 HoefeO Mindestwirtschaftswert. Hoferbe § 4 HoefeO Anerben…

Klotzkette
United States flagUnited States · 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…

CaseMark
United States flagUnited States · 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…

CaseMark
Germany flagGermany · 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…

Klotzkette
United States flagUnited States · 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…

CaseMark
United States flagUnited States · 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…

CaseMark
Germany flagGermany · trusts-and-estates

Mandat-Triage Erbrecht

Erbrechtsmandat schnell einordnen und Sofortmassnahmen bestimmen. §§ 1922 1944 2303 BGB §§ 342 ff. FamFG. Prüfraster: Erbfolge Testament Ausschlagung…

Klotzkette

trusts-and-estates legal skills by jurisdiction

Trusts and estates work is unforgiving on detail: a missed execution formality voids a will, a poorly drafted trust deed can misalign beneficial interests for generations, and a cross-border estate may simultaneously engage forced-heirship rules in France, domicile doctrine under English common law, and federal estate-tax thresholds in the United States. The trusts and estates legal skills in the ThomasMore catalog address that granularity directly — covering will drafting, trust formation and amendment, estate administration, succession planning, and fiduciary duty across the jurisdictions where this practice is most active.

Each skill is agent-ready, designed to run a discrete, repeatable task: mapping applicable succession law to a client's domicile and asset situs, assembling probate filing checklists, stress-testing a trust structure against the rule against perpetuities or its statutory replacement, or flagging cross-border reporting obligations. Practitioners reach them over MCP or pull them down as files, slotting them into the matter workflow without rebuilding the analysis from scratch each time. Authors maintain these skills as domestic succession statutes and tax codes evolve, so the logic stays current. Filter by jurisdiction, license, or author in the ThomasMore catalog to match a skill to the estate or trust matter in front of you.