Run trust intake
run_trust_intakeValidate a structured trust setup intake and return missing facts, Protocol warnings, and next modules. Call before drafting forms or opening portals.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| assets | Yes | Assets intended for the Trust. Example: 95 ordinary shares in Example Ltd | |
| parties | Yes | Trustees and beneficiaries in Protocol terms. Example: Alex Example (Lead Trustee); Class: children | |
| settlor | Yes | Person settling the Trust. Example: Alex Example | |
| deadlines | No | Known filing or lender deadlines. Example: TRS within 90 days of the deed | |
| objective | Yes | Why the Owner is setting up the Vault. Example: Family wealth planning | |
| questions | No | Owner questions the Architect should address. Example: Can the Trust be named as PSC? | |
| trustName | No | Vault / settlement name. Example: Example Family Settlement 2026 | |
| assetValue | No | Optional indicative value of those assets. Example: 100000 GBP | |
| companyName | No | Engine (limited company) name. Example: Example Ltd | |
| jurisdiction | Yes | Governing law of the trust. Example: England and Wales | |
| companyNumber | No | Companies House number. Example: 12345678 | |
| existingArrangements | No | Existing companies, trusts, or wills that affect setup. Example: Sole shareholder of Example Ltd |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| ok | Yes | True when required intake fields are present | |
| missing | Yes | Required fields that are still blank | |
| boundary | Yes | Mandatory educational / non-advice boundary statement | |
| warnings | Yes | Protocol cautions such as settlor-as-beneficiary or 90/5 | |
| nextModules | Yes | Suggested next Protocol modules |