Trusts And Estates
Skills
Advance Directive vs. POLST Comparison
Produces a plain-language comparison of advance directives and POLST/MOLST forms, covering legal status, clinician signatures, emergency precedence, …
Advance Health Care Directive
Drafts jurisdiction-specific Advance Health Care Directive packages with agent appointment, living will instructions, HIPAA authorization bridge, org…
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…
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…
Charitable Remainder Trust (CRT)
Drafts IRC 664–compliant Charitable Remainder Trust agreements (CRAT/CRUT), covering payout math, remainder qualification, trustee powers, and tax co…
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…
Elder Law Summary
Generates structured elder law summaries covering estate planning, elder abuse, healthcare rights, Medicaid eligibility, and guardianship with priori…
Estate Administration Summary
Generates a structured U.S. estate administration/probate status summary covering decedent identifiers, asset inventory, creditor claims, distributio…
Estate Administration Summary
Produces structured status summaries of U.S. estate administration proceedings from probate filings, wills, asset inventories, creditor claims, tax r…
Family Limited Partnership (FLP) Agreement
Drafts Family Limited Partnership agreements for estate planning and intergenerational wealth transfer. Ensures IRS enforceability under IRC §2036 wi…
Guardianship Nomination for Minors
Drafts jurisdiction-specific Nomination of Guardian for Minor Children documents for estate planning. Gathers parent and child details, applies state…
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…
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…
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…
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…
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…
Last Will and Testament
Drafts a state-compliant Last Will and Testament covering declarations, revocation of prior instruments, specific bequests, residuary disposition, gu…
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…
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-…
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…
trusts-and-estates legal skills for United States
American trusts and estates practice is governed by a patchwork of state law — the Uniform Trust Code has been enacted in most but not all states, community property rules reshape spousal transfers in nine jurisdictions, and federal estate and gift tax thresholds set by the Internal Revenue Code sit above everything, with the exemption made permanent at a higher level by the 2025 One Big Beautiful Bill Act. The trusts and estates legal skills for the United States in the ThomasMore catalog are built for that layered environment, covering will and trust drafting, beneficiary designations, generation-skipping transfer tax analysis, probate filings, and fiduciary administration. Each skill is agent-ready, running over MCP or available as a download, so it slots into document-assembly workflows, client-intake pipelines, or transactional due diligence on inherited assets.
Practitioners advising high-net-worth families, family offices, or individual executors will find capabilities tuned to the specific intersection of federal transfer taxes and state-level probate and trust codes — including community property and elective-share mechanics that a generic tool would flatten into irrelevance. Authors maintain these skills as Treasury regulations, IRS guidance, and state uniform-law adoptions develop. Filter by state, license, or author to match the exact jurisdiction and matter type your client's estate demands.