DRAFT FOR LICENSED COUNSEL — NOT FOR SIGNING. This packet records planning instructions and unresolved questions. It does not create a trust, transfer property, appoint an agent, determine tax treatment, or establish legal validity. Jurisdiction selection is a reference profile, not a governing-law recommendation.
Reference jurisdiction: California Planning type: Revocable living trust Working trust: {{trustName}}
1. Parties and planning purpose
Proposed settlor(s): {{settlorReference}}. Proposed initial trustee(s): {{trusteeReference}}. Counsel should confirm identity, capacity, ownership, family obligations and the intended lifetime-control arrangement.
2. Property and initial funding
Proposed inventory: {{assetInventory}}. Prepare a separate asset schedule. Identify what can be transferred, what requires consents and what remains outside the trust. This brief makes no conveyance.
3. Reserved powers
Record the intended amendment, revocation, withdrawal and co-settlor arrangements. Counsel must draft locally valid powers and procedures; no revocability rule is inferred from this selection.
4. Lifetime and incapacity administration
Client discussion notes: {{incapacityWishes}}. Proposed successors: {{successorReference}}. Resolve the trigger, evidence, notice, trustee acceptance, conflicts and any restoration-of-capacity procedure.
5. Death and proposed distributions
Proposed plan: {{beneficiaryPlan}}. Timing and contingency wishes: {{distributionWishes}}. Resolve survival, deceased beneficiaries, minors, special circumstances, expenses and coordination with any spouse or other obligations.
6. Fiduciary administration
Counsel should draft investment, distribution, delegation, accounting, compensation, removal, replacement and dispute provisions suited to the parties. Determine the governing law and principal place of administration from the actual facts.
Counsel review checklist
- Validate all parties, capacities and property characterizations.
- Resolve every distribution contingency and conflicting obligation.
- Draft and validate the instrument and local execution requirements.
- Keep funding evidence separate from the planning schedule.
Execution status
Signing is locked. No signature block or approval is generated by this library.