Spot fiduciary duty problems in a trustee's conduct
This page lists three turns, the messages you send to the AI one after another in the same chat, and then a check of the answer. Keep it open next to your chat. Each turn shows the next thing to paste, with the values you entered already filled in. Nothing is sent from this page, and your conversation stays in the AI tool you are using.
A dated narrative with amounts: transactions, distributions, accounts used, what was and was not disclosed.
Whose trust law applies, the trust's situs, and the court that would hear a petition.
Your client's seat; the analysis changes completely depending on it.
Powers article, exculpation, any express authority to self-deal, and discretion language. Quote it.
Different roles carry different duties and different accounting obligations.
Watch for these throughout
Whether a state has adopted the Uniform Trust Code, how it treats exculpatory clauses drafted by the trustee, and what starts the limitations clock all vary by state. Verify each before relying on any conclusion here.
An express authorization in the instrument can defeat a self-dealing claim that looks obvious on the facts. Read the powers article before you send a demand letter.
A signed receipt-and-release or an accounting that adequately disclosed the transaction can bar claims that are otherwise strong. Get the dates and the documents before assessing value.
Removal and surcharge are different cases. A judge may find a breach and still decline to remove a fiduciary the settlor chose deliberately.
Do not paste account statements, trust instruments, or client communications unless your firm's AI policy and the engagement terms permit it.