Self-Serve tier

will-contest testamentary capacity litigation framework — banks v. goodfellow 4-element test, upc §3-407 burden allocation, lucid-interval doctrine (estate of eddy; matter of delaurentiis), state-specific sliding-scale capacity rules (ca probate §§6100.5/810/811; fl; ny kumstar; tx estates §251.001), utc §402 trust-capacity distinction, expert witness protocol for retroactive capacity assessment. t2 pro tier.

trust decanting litigation and planning framework — utc §418 trustee decanting power, ny eptl 10-6.6 (2010, amended 2011) mechanics and restrictions, state-statute adoption matrix (28+ states), decanting vs utc §411 modification comparison, beneficiary consent requirements, settlor intent / material-purpose limits, self-settled trust (domestic asset protection trust) decanting traps, and creditor-claim challenge mechanics. t2 pro tier.

advanced undue influence litigation framework — three-element presumption (confidential relationship + active procurement + suspicious circumstances), statutory presumptions (cal. probate §21380-§21392; wic §15610.70), restatement (third) property §8.3 four-factor test, state-tier burden-shifting matrix (ca/ny/fl/tx/pa/ia), discovery attack plan for active-procurement evidence, and deposition protocol for the drafter-attorney witness. t2 pro tier. deeper than the foundational undue-influence-confidential-relation skill.

utc §411 trust modification by beneficiary consent — material purpose / spendthrift / modification framework, claflin doctrine, beneficiary consent mechanics (unanimous vs represented vs virtual), state adoption matrix, settlor consent during lifetime, and litigation posture when a modification petition is resisted. t2 pro tier.