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Revocable Living Trust review

Revocable living trust under UTC + state trust codes with pour-over coordination. Execution formalities cannot be verified from text alone.

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What it checks

Settlor / grantor / trustor identification

Revocable living trust must identify settlor (also called grantor / trustor).

Critical · EST-009

Trustee + successor trustees

Trust must identify the initial trustee and at least one successor trustee.

Critical · EST-010

Revocability / amendment power

Revocable trust must clearly state it is revocable and amendable by the settlor.

Critical · EST-011

Funding — initial trust property identified

Trust should identify initial trust property (often Schedule A).

Critical · EST-012

Distributions during settlor's life

Trust must address distributions during settlor's lifetime (typically: all income and principal to settlor).

Critical · EST-013

Distributions on settlor's death — beneficiaries identified

Trust must specify the disposition of trust property on settlor's death (named beneficiaries / shares).

Critical · EST-014

Pour-over reference (to coordinate with will)

Revocable trust + pour-over will is a common pattern; trust should reference the pour-over will.

Warning · EST-015

Spendthrift + creditor-protection clause

Trust should include a spendthrift clause restraining beneficiaries' creditors (UTC § 502).

Warning · EST-016

Execution formalities cannot be verified from text alone

States on every trust, estate and family-law analysis that execution formalities (witnesses, notary, holographic and other state-specific requirements) cannot be verified from the document's text.

Note · EST-060

Every run also applies 104 general checks that belong to any agreement: structure, parties and signatures, defined terms, cross-references, dates, amounts, and one-sided terms.

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How it works

  1. Open vaulytica.com — no account, nothing to install.
  2. Drop your PDF or DOCX. The document type is detected and only the checks that belong to it run, inside your browser tab.
  3. Get a Word report in which every finding quotes the clause and cites the rule and source behind it — one of 1,825 checks across 268 document types.
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