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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 114 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, or paste the text. 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 1,946 checks across 286 document types.
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