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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 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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