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trusts-and-estates

38 skills across 4 jurisdictions.

Skills

Germany flagGermany · trusts-and-estates

Nachlassinsolvenz und Erbenhaftung begrenzen

Nachlassinsolvenz beantragen oder Erbenhaftung auf den Nachlass begrenzen wenn Nachlass ueberschuldet ist. §§ 1975 1980 2059 BGB Nachlassinsolvenz §§…

Klotzkette
United States flagUnited States · 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…

CaseMark
United States flagUnited States · 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…

CaseMark
United States flagUnited States · 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-…

CaseMark
Germany flagGermany · trusts-and-estates

Pflichtteil und Pflichtteilsergänzung berechnen

Pflichtteilsanspruch und Pflichtteilsergaenzungsanspruch berechnen. §§ 2303 2311 2325 BGB Pflichtteil. Prüfraster: Pflichtteilsquote Nachlasswert Bew…

Klotzkette
Germany flagGermany · trusts-and-estates

Pflichtteilsberechnung — Auskunft und Stufenklage

Pflichtteilsanspruch berechnen wenn Erblasser nahe Angehoerige vom Erbe ausgeschlossen hat. §§ 2303 2311 2314 BGB Pflichtteil. Prüfraster: Pflichttei…

Klotzkette
United States flagUnited States · 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…

CaseMark
United States flagUnited States · trusts-and-estates

Psychiatric Advance Directive (PAD)

Drafts jurisdiction-specific Psychiatric Advance Directives (PADs) capturing treatment preferences, agent authority, and crisis plans for psychiatric…

CaseMark
United States flagUnited States · 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…

CaseMark
Austria flagAustria · trusts-and-estates

recht-erbe-verfahren

Austrian probate and inheritance procedure — Verlassenschaftsverfahren (AußStrG §§143ff), Erbantrittserklärung, Erbrechtsklage, Pflichtteilsklage, Te…

MoMarcode1
United States flagUnited States · trusts-and-estates

Revocable Living Trust

Drafts revocable living trust documents with declaration of trust, funding schedules, trustee succession, beneficiary designations, and administrativ…

CaseMark
GENERAL · trusts-and-estates

Succession Planning Summary

Synthesizes wills, trusts, beneficiary designations, powers of attorney, and healthcare directives into a unified estate succession reference documen…

CaseMark
Germany flagGermany · trusts-and-estates

Testamentsentwurf

Testament oder Erbvertrag entwerfen wenn Mandant Nachlassplanung vornehmen moechte. §§ 2229 2231 2247 BGB Testament §§ 2274 ff. BGB Erbvertrag. Prüfr…

Klotzkette
United States flagUnited States · 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…

CaseMark

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.