Advanced Trust Drafting
Sophisticated trust structures, drafted with precision.
High-net-worth planning rarely stops at a revocable trust. Statular drafts the multi-generational provisions, family entities, and custom clause work that complex estates demand — in one platform built for the way sophisticated practices work.
Advanced Capabilities
Built for the plans most software cannot draft.
From dynasty trusts to family entities, Statular handles the structures that define sophisticated estate planning practice.
01
Dynasty and multi-generational trusts
Draft long-horizon, multi-generational trust provisions designed to carry wealth across decades.
02
Grantor trust planning
Grantor trust structures and tax reimbursement provisions, with planning context for your analysis.
03
GST and advanced planning library
A knowledge base of GST and advanced planning materials at your fingertips while you draft.
04
ILITs and special needs trusts
Irrevocable life insurance trusts and special needs trust packages drafted to your specifications.
05
Trust protector provisions
Trust protector and special trustee provisions for flexible, defensible fiduciary design.
06
Family LLC and business planning
Family LLC and business estate planning document packages for integrated wealth transfer.
07
AI-assisted clause drafting
A custom clause library and AI-assisted drafting that produces first-pass language for your review.
A drafting environment that keeps complexity coherent.
Structured interviews
Matter interviews keep advanced provisions wired to client facts, fiduciary design, distributions, and jurisdiction — so sophisticated structures stay coherent from intake to final draft.
Clause workflows
Maintain a firm clause library, author custom language, and call on AI-assisted drafting for first-pass clauses. Every clause is yours to refine, approve, and place.
Supporting documents
Family LLC documents, assignments, and the business estate planning packages that surround a sophisticated plan are generated in the same workflow as the trust itself.