trusts-and-estates
38 skills across 4 jurisdictions.
Skills
Nachlassinsolvenz und Erbenhaftung begrenzen
Nachlassinsolvenz beantragen oder Erbenhaftung auf den Nachlass begrenzen wenn Nachlass ueberschuldet ist. §§ 1975 1980 2059 BGB Nachlassinsolvenz §§…
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…
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…
Petition for Guardianship
Drafts court-ready Petitions for Guardianship for US state courts, covering incapacity allegations, least-restrictive-alternative analysis, scope-of-…
Pflichtteil und Pflichtteilsergänzung berechnen
Pflichtteilsanspruch und Pflichtteilsergaenzungsanspruch berechnen. §§ 2303 2311 2325 BGB Pflichtteil. Prüfraster: Pflichtteilsquote Nachlasswert Bew…
Pflichtteilsberechnung — Auskunft und Stufenklage
Pflichtteilsanspruch berechnen wenn Erblasser nahe Angehoerige vom Erbe ausgeschlossen hat. §§ 2303 2311 2314 BGB Pflichtteil. Prüfraster: Pflichttei…
Pour-Over Will
Drafts a pour-over will directing the testator's residuary estate into an existing revocable living trust. Covers fiduciary appointments, guardianshi…
Psychiatric Advance Directive (PAD)
Drafts jurisdiction-specific Psychiatric Advance Directives (PADs) capturing treatment preferences, agent authority, and crisis plans for psychiatric…
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…
recht-erbe-verfahren
Austrian probate and inheritance procedure — Verlassenschaftsverfahren (AußStrG §§143ff), Erbantrittserklärung, Erbrechtsklage, Pflichtteilsklage, Te…
Revocable Living Trust
Drafts revocable living trust documents with declaration of trust, funding schedules, trustee succession, beneficiary designations, and administrativ…
Succession Planning Summary
Synthesizes wills, trusts, beneficiary designations, powers of attorney, and healthcare directives into a unified estate succession reference documen…
Testamentsentwurf
Testament oder Erbvertrag entwerfen wenn Mandant Nachlassplanung vornehmen moechte. §§ 2229 2231 2247 BGB Testament §§ 2274 ff. BGB Erbvertrag. Prüfr…
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…
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.