01 · CONNECTIN DEVELOPMENT
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Understand the instrument. Verify every answer.
If you can know a trust in minutes, trust intake and distributions are a snap.
Quill reads trusts, wills, and ancillary documents, answers the questions that matter, and links each answer to the exact clause.
Quill reads every instrument in your book, then answers the questions administration raises with section-level citations, from onboarding profiles to distribution memos.
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jarndyce_rlt_2019.pdf84 pages
chesney_wold_dir_tr_2014.pdf112 pages
ingestedASK
Who are the successor trustees?
› scanning 84 pages for succession language› found art. vii · trustee succession› resolving named parties (3)
ANSWER · CONFIDENCE 96%
Esther Summerson is the initial trustee. If she ceases to serve, successors are, in order:
1Richard Carstone§ 7.02(a)ward of the grantor
2Tulkinghorn Trust Co., N.A.§ 7.02(b)corporate fallback
SOURCE · THE JARNDYCE FAMILY REVOCABLE TRUST
7.02 Successor Trustees. If ESTHER SUMMERSON ceases to serve for any reason, RICHARD CARSTONE shall serve as Trustee; if he fails or ceases to serve, TULKINGHORN TRUST COMPANY, N.A., shall serve as Trustee.
ASK
Who is the current investment adviser?
› scanning 112 pages for direction provisions› found art. ix · investment direction› resolving officeholders (2)
ANSWER · CONFIDENCE 97%
Sir Leicester Dedlock holds the investment direction power. The trustee must act on his written direction and is exonerated when it does:
1Sir Leicester Dedlock§ 9.03(a)investment adviser
2Trustee exoneration§ 9.04(b)when acting as directed
SOURCE · THE CHESNEY WOLD DIRECTED TRUST
9.03 Investment Adviser. SIR LEICESTER DEDLOCK shall serve as Investment Adviser, and the Trustee shall follow his written direction with respect to the retention, purchase, sale, or exchange of trust assets.
HOW IT WORKS
Ask the question. Read the clause.
02 · ASK
Plain language, or a pre-defined summary
One question, or a standing profile of the provisions you always need.
Who are named as successor trustees?
RESTATEMENT SUMMARY
Trustees & successors§ 7.01–7.04
Dispositive provisions§ 5.01–5.08
Powers of appointment§ 6.03
03 · VERIFY
The clause, next to the answer
Each answer carries its citation. Click it and read the source words.
ART. IV § 4.07 · P. 22
…the Trustee may sell, exchange, or otherwise dispose of any real property held in trust…
The whole file, not just the trust.
Answers account for every document that changes the analysis.
Revocable living trustsWillsPowers of appointmentPowers of attorneyHealthcare directivesTrust correspondence
Built for trust and estate professionals.
FOR ESTATE PLANNING ATTORNEYS
Review an unfamiliar instrument before the meeting
Succession, powers, and dispositions without rereading 84 pages.
Answer the client with the clause in hand
Every answer arrives with its section and page.
Check drafting against intent
Ask what the instrument actually does, then verify it against the source.
FOR TRUST COMPANIES
Onboard new trusts with a complete profile
KYC subjects, officeholders, powers, and liability clauses, each with its section reference.
Evaluate distribution requests with the standard quoted
A memo the committee can act on, flagged for human review.
Search the whole book when regulation changes
On the roadmap: find every trust that meets the new test, across hundreds of instruments.
BEFORE THE MEETING
The client arrives at eleven. The trust was drafted by another firm, fourteen years ago, and amended twice.
By 9:40, Quill has read all three documents. By 9:45, you know who holds the power of appointment, what the second amendment changed, and the one question worth raising in person.
AMEND. NO. 2 § 3 · P. 2
the clause you'll bring to the meeting
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