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EstateDraftFL

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What does the dual-engine consensus mode actually do?
Both engines of the pair run the same operation on identical inputs, independently. The workspace then cross-compares the two reports deterministically — no third model call — and shows you what both raised, where they disagree (with both severity ratings), and what only one engine caught. Divergence is surfaced for your judgment, never resolved silently. (Sample answer.)

Review · Opus 5 · band S

Opus 5 · included (included)

Citation check

6 statute/rule citations · 6 verified in the source-locked library · 2 case citations · existence check not configured

Revocable Living Trust & Pour-Over Will

Higher risk

Estate Plan — Revocable Living Trust

The bones are fine, but two assumptions could undo the whole plan: the trust appears unfunded (so it avoids nothing), and it is written as if a revocable trust shields assets from creditors and long-term-care costs — which it does not.

This is a self-prepared revocable living trust for a married homeowner with two minor children, paired with a short pour-over will. It covers who manages the assets, who inherits, and what happens if the grantor becomes incapacitated.

The structure itself is ordinary and mostly sound. The problems are in the assumptions. First, funding: the trust lists a home and two accounts on its schedule, but nothing in the document shows those assets were actually retitled into the trust. An unfunded trust controls nothing, and the assets it was meant to keep out of probate will go through probate anyway. Second, protection: the document repeatedly describes the trust as "protecting" the family's assets. A revocable trust does not protect assets from the grantor's own creditors or from Medicaid / nursing-home recovery, because the grantor keeps full control and can revoke it at any time. That is the single most common — and most expensive — misunderstanding in DIY Estate Planning.

None of this means starting over. Funding the trust, adding a few missing pieces, and correcting the protection language would turn this into a working plan. The points below are the ones to confirm with a licensed attorney before relying on it.

Parties

  • Maria L. Alvarez — Grantor & initial Trustee (the person whose plan this is)
  • Daniel Alvarez — Spouse — named primary beneficiary and successor trustee

Key terms

Instrument
Revocable living trust + pour-over will
Trustee
Grantor during life; spouse as sole successor (no alternate)
Funding status
Schedule lists assets — no evidence of retitling
Distribution to children
Outright, at age 18
Asset protection
Document claims protection a revocable trust does not provide
Governing law
Arizona

Red flags

The trust appears unfunded — so it avoids nothing

Assets are listed on a schedule but there is no sign they were retitled into the trust. An unfunded revocable trust does not avoid probate; the home and accounts would pass through probate just as if the trust did not exist.

It promises asset protection a revocable trust cannot give

Because the grantor keeps control and can revoke it, this trust does not shield assets from the grantor's creditors or from Medicaid / nursing-home recovery. Treating it as if it does is the costliest assumption in the document.

Children inherit everything outright at 18

A full, outright distribution to an 18-year-old is rarely intended and can be mismanaged. Holding each share in trust to a later age is the usual fix.

Clause by clause

1. Declaration & Revocability

Maria creates the trust, serves as her own trustee, and keeps full power to change or revoke it at any time.

Standard and correct for a revocable living trust — but this same retained control is exactly why the trust offers no creditor or Medicaid protection (see clause 5).

2. Funding & Schedule A

Schedule A lists the family home, a savings account, and a brokerage account as trust property.

Listing an asset on a schedule does not fund the trust — each asset must actually be retitled into the trust (a new deed for the home, re-registration of the accounts). Until then the trust is empty and those assets pass through probate. This is the most important item to fix.

3. Successor Trustee

If Maria can no longer serve, her spouse Daniel becomes trustee.

Only one successor is named. If Daniel cannot serve (or they are affected by the same event), there is no backup and a court may have to appoint one. Name at least one alternate successor trustee.

4. Distribution to Beneficiaries

On the death of both spouses, everything is divided equally between the two children and paid to them outright at age 18.

A lump sum to an 18-year-old is rarely what families intend, and a minor cannot manage it directly. Consider holding each child's share in trust to a later age or in staggered distributions, with a trustee to manage it meanwhile.

5. "Asset Protection" Language

The trust states it is created "to protect the family's assets from creditors and the costs of long-term care."

This is inaccurate for a revocable trust. Because the grantor keeps full control and can revoke it, the assets remain reachable by the grantor's creditors and countable for Medicaid / long-term-care purposes. Asset protection generally requires a different, irrevocable structure — and that is attorney-and-specialist territory. Relying on this language as written could leave the family exposed.

6. Incapacity of the Grantor

If Maria becomes incapacitated, the successor trustee manages the trust assets for her benefit.

This covers trust assets, but not assets outside the trust or non-financial decisions. A durable financial power of attorney and a healthcare directive are still needed and should name the same people consistently.

7. Pour-Over Will

A short will leaves anything not already in the trust "to the trust," and nominates a guardian for the children.

Good to include — it catches assets left outside the trust. But it only works if it is validly executed for the state (signature, witnesses, and ideally a self-proving affidavit), and the will here shows no witness or self-proving block. Confirm the signing formalities for the grantor's state.

Commonly included — not found in this document

  • Proof of funding (retitled deed and account registrations). Without retitling, the trust is empty and its main purpose — avoiding probate — fails.
  • Alternate successor trustee. With only one successor named, a single gap forces court involvement to appoint a replacement.
  • Held trust shares for the minor children. Avoids an outright lump sum to an 18-year-old and a court-supervised guardianship of the money.
  • Durable financial power of attorney & healthcare directive. The trust does not cover assets outside it, or medical decisions, during incapacity.
  • Self-proving affidavit on the pour-over will. Helps the will be admitted without tracking down witnesses years later; many DIY wills omit it.
  • Beneficiary-designation review. Retirement accounts and life insurance pass by their own designations, overriding the trust unless coordinated.

Questions to ask

  1. 1Have the home and accounts actually been retitled into the trust, and can I see the recorded deed and re-registered statements?
  2. 2This trust is revocable — does it really protect our home from long-term-care costs, or do I need a different structure for that?
  3. 3Should each child's share be held in trust to an older age instead of paid outright at 18?
  4. 4Who is the backup if my named successor trustee can't serve?
  5. 5Is the pour-over will signed with the witnesses and self-proving affidavit my state requires?
  6. 6Do my retirement and life-insurance beneficiary designations match this plan?

Points you could raise

Fund the trust

Record a new deed transferring the home into the trust and re-register the accounts in the trust's name; keep copies with the trust document.

Correct the protection language

Remove or qualify the creditor / long-term-care "protection" statements, and get specialist advice if asset protection or Medicaid planning is an actual goal.

Protect the children's shares

Hold each child's inheritance in trust with a trustee, distributing in stages (for example, portions at 25, 30, and 35) rather than outright at 18.

Close the fiduciary and incapacity gaps

Name an alternate successor trustee, and add a durable financial power of attorney and a healthcare directive naming the same trusted people.

Rule on the findings

3 open

Work the findings one by one — approve each, mark it for revision, or dismiss it. The finalization gate stays locked until every finding carries your decision.

  • The trust appears unfunded — so it avoids nothing

    Assets are listed on a schedule but there is no sign they were retitled into the trust. An unfunded revocable trust does not avoid probate; the home and accounts would pass through probate just as if the trust did not exist.

  • It promises asset protection a revocable trust cannot give

    Because the grantor keeps control and can revoke it, this trust does not shield assets from the grantor's creditors or from Medicaid / nursing-home recovery. Treating it as if it does is the costliest assumption in the document.

  • Children inherit everything outright at 18

    A full, outright distribution to an 18-year-old is rarely intended and can be mismanaged. Holding each share in trust to a later age is the usual fix.

Finalization gateLocked — 3 still open

Your decisions are kept for this working session on this device. This is general information, not legal advice, and does not create an attorney-client relationship.

Review · Dual · Opus 5 + ChatGPT 5.6 Sol · band S

Opus 5 + ChatGPT 5.6 Sol · dual consensus · included (included)

⚡ Dual-engine consensus

Both engines ran independently on identical inputs and were cross-compared deterministically. Agreement is reported, never asserted as proof.

  • Homestead devise restriction not addressed — raised by both engines
  • Successor-trustee vacancy chain — DIVERGENCE — rated high vs medium; for the reviewing attorney
  • Unfunded pour-over risk — engine A only

Citations agreed by both: fla stat 736.0704 · B only: fla stat 733.212

Citation check

6 statute/rule citations · 6 verified in the source-locked library · 2 case citations · existence check not configured

Citation check

5 statute/rule citations · 4 verified in the source-locked library · 1 not found · 2 case citations · existence check not configured

⚠ 1 authority not found in the library — verify before filing.

Engine A — Opus 5

Revocable Living Trust & Pour-Over Will

Higher risk

Estate Plan — Revocable Living Trust

The bones are fine, but two assumptions could undo the whole plan: the trust appears unfunded (so it avoids nothing), and it is written as if a revocable trust shields assets from creditors and long-term-care costs — which it does not.

This is a self-prepared revocable living trust for a married homeowner with two minor children, paired with a short pour-over will. It covers who manages the assets, who inherits, and what happens if the grantor becomes incapacitated.

The structure itself is ordinary and mostly sound. The problems are in the assumptions. First, funding: the trust lists a home and two accounts on its schedule, but nothing in the document shows those assets were actually retitled into the trust. An unfunded trust controls nothing, and the assets it was meant to keep out of probate will go through probate anyway. Second, protection: the document repeatedly describes the trust as "protecting" the family's assets. A revocable trust does not protect assets from the grantor's own creditors or from Medicaid / nursing-home recovery, because the grantor keeps full control and can revoke it at any time. That is the single most common — and most expensive — misunderstanding in DIY Estate Planning.

None of this means starting over. Funding the trust, adding a few missing pieces, and correcting the protection language would turn this into a working plan. The points below are the ones to confirm with a licensed attorney before relying on it.

Parties

  • Maria L. Alvarez — Grantor & initial Trustee (the person whose plan this is)
  • Daniel Alvarez — Spouse — named primary beneficiary and successor trustee

Key terms

Instrument
Revocable living trust + pour-over will
Trustee
Grantor during life; spouse as sole successor (no alternate)
Funding status
Schedule lists assets — no evidence of retitling
Distribution to children
Outright, at age 18
Asset protection
Document claims protection a revocable trust does not provide
Governing law
Arizona

Red flags

The trust appears unfunded — so it avoids nothing

Assets are listed on a schedule but there is no sign they were retitled into the trust. An unfunded revocable trust does not avoid probate; the home and accounts would pass through probate just as if the trust did not exist.

It promises asset protection a revocable trust cannot give

Because the grantor keeps control and can revoke it, this trust does not shield assets from the grantor's creditors or from Medicaid / nursing-home recovery. Treating it as if it does is the costliest assumption in the document.

Children inherit everything outright at 18

A full, outright distribution to an 18-year-old is rarely intended and can be mismanaged. Holding each share in trust to a later age is the usual fix.

Clause by clause

1. Declaration & Revocability

Maria creates the trust, serves as her own trustee, and keeps full power to change or revoke it at any time.

Standard and correct for a revocable living trust — but this same retained control is exactly why the trust offers no creditor or Medicaid protection (see clause 5).

2. Funding & Schedule A

Schedule A lists the family home, a savings account, and a brokerage account as trust property.

Listing an asset on a schedule does not fund the trust — each asset must actually be retitled into the trust (a new deed for the home, re-registration of the accounts). Until then the trust is empty and those assets pass through probate. This is the most important item to fix.

3. Successor Trustee

If Maria can no longer serve, her spouse Daniel becomes trustee.

Only one successor is named. If Daniel cannot serve (or they are affected by the same event), there is no backup and a court may have to appoint one. Name at least one alternate successor trustee.

4. Distribution to Beneficiaries

On the death of both spouses, everything is divided equally between the two children and paid to them outright at age 18.

A lump sum to an 18-year-old is rarely what families intend, and a minor cannot manage it directly. Consider holding each child's share in trust to a later age or in staggered distributions, with a trustee to manage it meanwhile.

5. "Asset Protection" Language

The trust states it is created "to protect the family's assets from creditors and the costs of long-term care."

This is inaccurate for a revocable trust. Because the grantor keeps full control and can revoke it, the assets remain reachable by the grantor's creditors and countable for Medicaid / long-term-care purposes. Asset protection generally requires a different, irrevocable structure — and that is attorney-and-specialist territory. Relying on this language as written could leave the family exposed.

6. Incapacity of the Grantor

If Maria becomes incapacitated, the successor trustee manages the trust assets for her benefit.

This covers trust assets, but not assets outside the trust or non-financial decisions. A durable financial power of attorney and a healthcare directive are still needed and should name the same people consistently.

7. Pour-Over Will

A short will leaves anything not already in the trust "to the trust," and nominates a guardian for the children.

Good to include — it catches assets left outside the trust. But it only works if it is validly executed for the state (signature, witnesses, and ideally a self-proving affidavit), and the will here shows no witness or self-proving block. Confirm the signing formalities for the grantor's state.

Commonly included — not found in this document

  • Proof of funding (retitled deed and account registrations). Without retitling, the trust is empty and its main purpose — avoiding probate — fails.
  • Alternate successor trustee. With only one successor named, a single gap forces court involvement to appoint a replacement.
  • Held trust shares for the minor children. Avoids an outright lump sum to an 18-year-old and a court-supervised guardianship of the money.
  • Durable financial power of attorney & healthcare directive. The trust does not cover assets outside it, or medical decisions, during incapacity.
  • Self-proving affidavit on the pour-over will. Helps the will be admitted without tracking down witnesses years later; many DIY wills omit it.
  • Beneficiary-designation review. Retirement accounts and life insurance pass by their own designations, overriding the trust unless coordinated.

Questions to ask

  1. 1Have the home and accounts actually been retitled into the trust, and can I see the recorded deed and re-registered statements?
  2. 2This trust is revocable — does it really protect our home from long-term-care costs, or do I need a different structure for that?
  3. 3Should each child's share be held in trust to an older age instead of paid outright at 18?
  4. 4Who is the backup if my named successor trustee can't serve?
  5. 5Is the pour-over will signed with the witnesses and self-proving affidavit my state requires?
  6. 6Do my retirement and life-insurance beneficiary designations match this plan?

Points you could raise

Fund the trust

Record a new deed transferring the home into the trust and re-register the accounts in the trust's name; keep copies with the trust document.

Correct the protection language

Remove or qualify the creditor / long-term-care "protection" statements, and get specialist advice if asset protection or Medicaid planning is an actual goal.

Protect the children's shares

Hold each child's inheritance in trust with a trustee, distributing in stages (for example, portions at 25, 30, and 35) rather than outright at 18.

Close the fiduciary and incapacity gaps

Name an alternate successor trustee, and add a durable financial power of attorney and a healthcare directive naming the same trusted people.

Rule on the findings

3 open

Work the findings one by one — approve each, mark it for revision, or dismiss it. The finalization gate stays locked until every finding carries your decision.

  • The trust appears unfunded — so it avoids nothing

    Assets are listed on a schedule but there is no sign they were retitled into the trust. An unfunded revocable trust does not avoid probate; the home and accounts would pass through probate just as if the trust did not exist.

  • It promises asset protection a revocable trust cannot give

    Because the grantor keeps control and can revoke it, this trust does not shield assets from the grantor's creditors or from Medicaid / nursing-home recovery. Treating it as if it does is the costliest assumption in the document.

  • Children inherit everything outright at 18

    A full, outright distribution to an 18-year-old is rarely intended and can be mismanaged. Holding each share in trust to a later age is the usual fix.

Finalization gateLocked — 3 still open

Your decisions are kept for this working session on this device. This is general information, not legal advice, and does not create an attorney-client relationship.

Engine B — ChatGPT 5.6 Sol

Revocable Living Trust & Pour-Over Will

Higher risk

Estate Plan — Revocable Living Trust

The bones are fine, but two assumptions could undo the whole plan: the trust appears unfunded (so it avoids nothing), and it is written as if a revocable trust shields assets from creditors and long-term-care costs — which it does not.

This is a self-prepared revocable living trust for a married homeowner with two minor children, paired with a short pour-over will. It covers who manages the assets, who inherits, and what happens if the grantor becomes incapacitated.

The structure itself is ordinary and mostly sound. The problems are in the assumptions. First, funding: the trust lists a home and two accounts on its schedule, but nothing in the document shows those assets were actually retitled into the trust. An unfunded trust controls nothing, and the assets it was meant to keep out of probate will go through probate anyway. Second, protection: the document repeatedly describes the trust as "protecting" the family's assets. A revocable trust does not protect assets from the grantor's own creditors or from Medicaid / nursing-home recovery, because the grantor keeps full control and can revoke it at any time. That is the single most common — and most expensive — misunderstanding in DIY Estate Planning.

None of this means starting over. Funding the trust, adding a few missing pieces, and correcting the protection language would turn this into a working plan. The points below are the ones to confirm with a licensed attorney before relying on it.

Parties

  • Maria L. Alvarez — Grantor & initial Trustee (the person whose plan this is)
  • Daniel Alvarez — Spouse — named primary beneficiary and successor trustee

Key terms

Instrument
Revocable living trust + pour-over will
Trustee
Grantor during life; spouse as sole successor (no alternate)
Funding status
Schedule lists assets — no evidence of retitling
Distribution to children
Outright, at age 18
Asset protection
Document claims protection a revocable trust does not provide
Governing law
Arizona

Red flags

The trust appears unfunded — so it avoids nothing

Assets are listed on a schedule but there is no sign they were retitled into the trust. An unfunded revocable trust does not avoid probate; the home and accounts would pass through probate just as if the trust did not exist.

It promises asset protection a revocable trust cannot give

Because the grantor keeps control and can revoke it, this trust does not shield assets from the grantor's creditors or from Medicaid / nursing-home recovery. Treating it as if it does is the costliest assumption in the document.

Children inherit everything outright at 18

A full, outright distribution to an 18-year-old is rarely intended and can be mismanaged. Holding each share in trust to a later age is the usual fix.

Clause by clause

1. Declaration & Revocability

Maria creates the trust, serves as her own trustee, and keeps full power to change or revoke it at any time.

Standard and correct for a revocable living trust — but this same retained control is exactly why the trust offers no creditor or Medicaid protection (see clause 5).

2. Funding & Schedule A

Schedule A lists the family home, a savings account, and a brokerage account as trust property.

Listing an asset on a schedule does not fund the trust — each asset must actually be retitled into the trust (a new deed for the home, re-registration of the accounts). Until then the trust is empty and those assets pass through probate. This is the most important item to fix.

3. Successor Trustee

If Maria can no longer serve, her spouse Daniel becomes trustee.

Only one successor is named. If Daniel cannot serve (or they are affected by the same event), there is no backup and a court may have to appoint one. Name at least one alternate successor trustee.

4. Distribution to Beneficiaries

On the death of both spouses, everything is divided equally between the two children and paid to them outright at age 18.

A lump sum to an 18-year-old is rarely what families intend, and a minor cannot manage it directly. Consider holding each child's share in trust to a later age or in staggered distributions, with a trustee to manage it meanwhile.

5. "Asset Protection" Language

The trust states it is created "to protect the family's assets from creditors and the costs of long-term care."

This is inaccurate for a revocable trust. Because the grantor keeps full control and can revoke it, the assets remain reachable by the grantor's creditors and countable for Medicaid / long-term-care purposes. Asset protection generally requires a different, irrevocable structure — and that is attorney-and-specialist territory. Relying on this language as written could leave the family exposed.

6. Incapacity of the Grantor

If Maria becomes incapacitated, the successor trustee manages the trust assets for her benefit.

This covers trust assets, but not assets outside the trust or non-financial decisions. A durable financial power of attorney and a healthcare directive are still needed and should name the same people consistently.

7. Pour-Over Will

A short will leaves anything not already in the trust "to the trust," and nominates a guardian for the children.

Good to include — it catches assets left outside the trust. But it only works if it is validly executed for the state (signature, witnesses, and ideally a self-proving affidavit), and the will here shows no witness or self-proving block. Confirm the signing formalities for the grantor's state.

Commonly included — not found in this document

  • Proof of funding (retitled deed and account registrations). Without retitling, the trust is empty and its main purpose — avoiding probate — fails.
  • Alternate successor trustee. With only one successor named, a single gap forces court involvement to appoint a replacement.
  • Held trust shares for the minor children. Avoids an outright lump sum to an 18-year-old and a court-supervised guardianship of the money.
  • Durable financial power of attorney & healthcare directive. The trust does not cover assets outside it, or medical decisions, during incapacity.
  • Self-proving affidavit on the pour-over will. Helps the will be admitted without tracking down witnesses years later; many DIY wills omit it.
  • Beneficiary-designation review. Retirement accounts and life insurance pass by their own designations, overriding the trust unless coordinated.

Questions to ask

  1. 1Have the home and accounts actually been retitled into the trust, and can I see the recorded deed and re-registered statements?
  2. 2This trust is revocable — does it really protect our home from long-term-care costs, or do I need a different structure for that?
  3. 3Should each child's share be held in trust to an older age instead of paid outright at 18?
  4. 4Who is the backup if my named successor trustee can't serve?
  5. 5Is the pour-over will signed with the witnesses and self-proving affidavit my state requires?
  6. 6Do my retirement and life-insurance beneficiary designations match this plan?

Points you could raise

Fund the trust

Record a new deed transferring the home into the trust and re-register the accounts in the trust's name; keep copies with the trust document.

Correct the protection language

Remove or qualify the creditor / long-term-care "protection" statements, and get specialist advice if asset protection or Medicaid planning is an actual goal.

Protect the children's shares

Hold each child's inheritance in trust with a trustee, distributing in stages (for example, portions at 25, 30, and 35) rather than outright at 18.

Close the fiduciary and incapacity gaps

Name an alternate successor trustee, and add a durable financial power of attorney and a healthcare directive naming the same trusted people.

Rule on the findings

3 open

Work the findings one by one — approve each, mark it for revision, or dismiss it. The finalization gate stays locked until every finding carries your decision.

  • The trust appears unfunded — so it avoids nothing

    Assets are listed on a schedule but there is no sign they were retitled into the trust. An unfunded revocable trust does not avoid probate; the home and accounts would pass through probate just as if the trust did not exist.

  • It promises asset protection a revocable trust cannot give

    Because the grantor keeps control and can revoke it, this trust does not shield assets from the grantor's creditors or from Medicaid / nursing-home recovery. Treating it as if it does is the costliest assumption in the document.

  • Children inherit everything outright at 18

    A full, outright distribution to an 18-year-old is rarely intended and can be mismanaged. Holding each share in trust to a later age is the usual fix.

Finalization gateLocked — 3 still open

Your decisions are kept for this working session on this device. This is general information, not legal advice, and does not create an attorney-client relationship.

Redline · sample counterparty draft

Opus 5 · included (included)

Citation check

1 statute/rule citation · 1 verified in the source-locked library · 0 case citations

Sample Revocable Trust — counterparty draft

Net favors the other side

Two of three proposed changes tighten trustee accountability.

Three revisions proposed against the sample base; each carries its rationale for your decision.

Net assessment

Accept the accountability changes; decide the no-contest clause with Florida's rule in view.

Every change

Article 7 — AccountingsModified
Favors you

Before

The trustee shall provide accountings annually to the qualified beneficiaries.

After

The trustee shall provide accountings quarterly to the qualified beneficiaries.

Quarterly accountings tighten oversight of the trustee.

Article 9 — RetentionModified
Favors you

Before

The trustee may retain any asset without liability for depreciation.

After

The trustee may retain any asset, subject to the prudent investor rule, without liability for depreciation absent bad faith.

Restores the prudent-investor baseline the original waived.

Article 15 — No-contestAdded
Favors them

After

Any beneficiary who contests this trust without probable cause forfeits their interest.

New in-terrorem clause — note Florida's enforceability limits.

Protections added

  • Prudent-investor baseline. Article 9 no longer waives it outright.

What you could push back on

No-contest clause

Florida courts do not enforce in-terrorem clauses — consider striking.

Rule on the changes

3 open

Work the findings one by one — approve each, mark it for revision, or dismiss it. The finalization gate stays locked until every finding carries your decision.

  • Article 7 — Accountings — Modified

    Quarterly accountings tighten oversight of the trustee.

  • Article 9 — Retention — Modified

    Restores the prudent-investor baseline the original waived.

  • Article 15 — No-contest — Added

    New in-terrorem clause — note Florida's enforceability limits.

Finalization gateLocked — 3 still open

Your decisions are kept for this working session on this device. This is general information, not legal advice, and does not create an attorney-client relationship.

Decide each revision

0 accepted · 0 custom · 0 rejected · 3 open

The base version is never modified until you build — accept, reject, or write your own replacement for each revision. Your decisions stay on this device unless you export.

  • Article 7 — Accountingsmedium

    pending

    Current: The trustee shall provide accountings annually to the qualified beneficiaries.

    Proposed: The trustee shall provide accountings quarterly to the qualified beneficiaries.

    Quarterly accountings tighten oversight of the trustee. — Favors: party_a

  • Article 9 — Retentionhigh

    pending

    Current: The trustee may retain any asset without liability for depreciation.

    Proposed: The trustee may retain any asset, subject to the prudent investor rule, without liability for depreciation absent bad faith.

    Restores the prudent-investor baseline the original waived. — Favors: party_a

  • Article 15 — No-contestmedium

    pending

    Proposed: Any beneficiary who contests this trust without probable cause forfeits their interest.

    New in-terrorem clause — note Florida's enforceability limits. — Favors: party_b

3 revisions still open — open items stay as the base text.

~0 words · band S

Matter (required for firm-paid work)

Scratch — no matter

Attorney desk assistance — attachments are read as reference; the receipt under each answer says which spans were pinned.

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