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.
Paste the article or section, plus any defined terms it turns on.
The reader, their relationship to the decedent, and anything about how they read.
Changes length, salutation, and register.
Their actual question in their words, plus anything I do not want in writing.
Whose trust law applies: drives accounting, notice, and information rights.
Watch for these throughout
A plain-English explanation is evidence. It can be quoted against the trustee, and it can be read as legal advice by a beneficiary who is not your client. Confirm who you represent before it goes out.
Rights to notice, information, and accountings vary sharply by state and by the instrument's own terms. Do not let a summary state a right the trust does not grant.
The model will smooth discretionary language into something warmer and more definite. Check every "may" survived as a choice the trustee still gets to make.
A single provision read alone can be wrong. Definitions, spendthrift language, and later amendments can change what it means; paste them or verify them.
Grief changes reading. A message that is merely efficient will land as cold, and cold is how removal petitions start.