Does this skill replace a licensed attorney?

No, this skill is a drafting assistant designed to create baseline documents that should always be reviewed, edited, and finalized by a qualified legal professional.

Can it handle joint trusts for married couples?

Yes, it supports both individual and joint trust structures, including specific provisions for community property and common law jurisdictions.

Does it include instructions for funding the trust?

Yes, it generates asset funding schedules (exhibits) and provides prompts to include retitling instructions for real estate and financial accounts.

How does it handle different state laws?

The skill prompts for the grantor's state of residence and incorporates that jurisdiction's specific execution formalities and trust code requirements.

Revocable Living Trust Architect

Name: Revocable Living Trust Architect
Author: lev-os

bylev-os

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内容管理

Drafts comprehensive revocable living trust documents with state-specific provisions for seamless estate planning and asset management.

This skill enables Claude to function as a specialized legal drafting assistant for creating Revocable Living Trusts (inter vivos trusts). It guides users through the structured collection of grantor, trustee, and beneficiary data to generate detailed trust instruments including declarations, funding schedules, and administrative powers. By incorporating essential legal concepts like spendthrift clauses, incapacity planning, and per stirpes distributions, the skill ensures that drafted documents align with standard estate planning practices and state-specific execution requirements, making it an invaluable tool for legal professionals and estate planners looking to accelerate their documentation workflow.

主要功能

01Integrated spendthrift and fiduciary power provisions

02State-tailored drafting for individual and joint revocable trusts

03Customizable beneficiary distribution plans with age-based triggers

04Detailed asset funding schedules for real and personal property

052 GitHub stars

06Comprehensive trustee succession and incapacity protocol definitions

使用场景

01Generating initial drafts of living trust instruments for legal review

02Creating incapacity management provisions to avoid probate court intervention

03Structuring complex asset distribution schedules for estate planning

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add lev-os/agents revocable-living-trust

For use in Claude.ai and ChatGPT

主要功能

01Integrated spendthrift and fiduciary power provisions

02State-tailored drafting for individual and joint revocable trusts

03Customizable beneficiary distribution plans with age-based triggers

04Detailed asset funding schedules for real and personal property

052 GitHub stars

06Comprehensive trustee succession and incapacity protocol definitions

使用场景

01Generating initial drafts of living trust instruments for legal review

02Creating incapacity management provisions to avoid probate court intervention

03Structuring complex asset distribution schedules for estate planning