Every beneficiary entitlement, across every instrument, reconciled and ready to validate.
The challenge
Determining beneficiary entitlements across multiple instruments, amendments and asset schedules requires reconciling language, tracking changes over time, and ensuring distributions align with the decedent's intent and applicable law. Manual comparison is time-intensive and increases the risk of misinterpretation or missed nuances.
The solution
Ask iManage compares relevant documents, extracts distribution terms and presents a consolidated view of beneficiary rights across all instruments. This streamlines review and supports attorneys in reaching accurate, defensible distribution decisions.
Open Ask iManage and add a Folder of documents as a Filter.
Instantly scope to only the documents which matter, keeping your responses and citations relevant.
Craft a prompt to find relevant instruments and designation forms containing beneficiary and distribution language you want to investigate. Provide what information you would like presented in a table.
Telling Ask iManage the language you are looking for, and the response format ensures your results are ready to use right away without reformatting.
Copy this prompt
In a table, identify each trust agreement, will, and beneficiary designation form in the matter. Extract the named beneficiaries and their respective distribution entitlements, state whether trustee discretion or a distribution standard applies, and if a distribution standard applies, extract the relevant clause.
Select the instruments with contested, ambiguous, or discretionary distribution terms and Start a review for further investigation.
Use your Beneficiary and Distribution Question List to instantly retrieve entitlement insights and create a downloadable chart.
By leveraging pre-drafted questions in a Question List, you are able to save time and ensure consistency across matters.
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