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Special Needs Trust review

First- or third-party special needs trust, reviewed for the supplemental-needs language, payback, and sole-benefit terms Medicaid/SSI require.

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What it checks

Supplemental, not supplanting, benefits language

Critical · EST-408

First-party or third-party characterization

Critical · EST-409

Medicaid payback provision for a first-party trust

Critical · EST-410

Sole-benefit and age conditions

Warning · EST-411

Trustee discretion with no support obligation

Critical · EST-412

Distribution limits on cash and in-kind support

Warning · EST-413

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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