Drafts an IRC §2702-compliant Qualified Personal Residence Trust agreement with safe harbor provisions under Rev. Proc. 2003-42 and Treas. Reg. §25.2702-5(c). Generates trust instrument, signature/notarization blocks, property exhibit, beneficiary schedule, and post-execution checklist. Use when drafting a QPRT for estate planning clients transferring a personal or secondary residence with a retained occupancy term to reduce gift tax valuation.

Drafts Qualified Domestic Relations Orders (QDROs) compliant with ERISA §206(d)(3) and IRC §414(p) to divide retirement benefits in divorce. Covers defined benefit pensions, 401(k)s, and defined contribution plans with plan-specific division formulas and alternate payee protections. Use when drafting QDROs, dividing retirement assets post-judgment, or preparing domestic relations orders for plan administrator review.

Produces structured operational summaries from fully executed residential purchase agreements for title closers and processors. Extracts parties, property identifiers, price/EMD, financing, contingencies, title/survey, HOA, closing costs, prorations, possession, and critical deadlines into scannable tables with source pointers. Flags missing data, document conflicts, unusual clauses, tight deadlines, and state-form-specific issues. Use when summarizing a purchase agreement, opening a title file, preparing escrow instructions, or reviewing contract terms for closing. For whole-transaction summaries that include closing documents and financing, use real-estate-transaction-summary instead.

Drafts a U.S. civil complaint for breach of a real estate purchase agreement, covering jurisdiction, venue, parties, contract terms, breach allegations, damages, and remedies including specific performance. Use when preparing a breach of purchase agreement complaint, real estate contract dispute pleading, or specific performance action.

Generates structured, plain-language summaries of public health legislation and case law with Bluebook citations. Use when summarizing health statutes, vaccination mandates, emergency health powers, disease surveillance law, health equity legislation, or healthcare regulations for agencies, providers, or policy advisors.

Drafts jurisdiction-specific Psychiatric Advance Directives (PADs) capturing treatment preferences, agent authority, and crisis plans for psychiatric incapacity. Trigger when the user mentions psychiatric advance directive, PAD, mental health advance directive, mental health treatment declaration, psychiatric crisis planning, Ulysses clause, psychotropic medication preferences, ECT consent planning, crisis activation plan, or mental health agent appointment.

Drafts a SEC Regulation 14A / Rule 14a-3 compliant annual meeting proxy statement (DEF 14A) covering notice, governance, executive compensation, related-party transactions, shareholder proposals, and voting procedures. Use when preparing proxy materials, annual meeting notices, or shareholder vote disclosures. Trigger: proxy statement, DEF 14A, annual meeting, proxy solicitation, say-on-pay, auditor ratification, Regulation 14A, Rule 14a-3.

Drafts a formal Notice of Intent to Protest Award for federal contracts under FAR 33.103, 33.104, and 4 C.F.R. Part 21. Use when a client receives an adverse contract award decision and must preserve GAO protest rights within the 10-day jurisdictional deadline. Covers bid protests, stay of performance requests, and contracting officer notifications.

Drafts a Stipulated Protective Order for federal litigation discovery under FRCP 26(c), covering confidentiality designation tiers, access restrictions, challenge procedures, clawback protocols, and disposition terms. Use when drafting protective orders, confidentiality stipulations, or discovery confidentiality agreements.

Drafts SEC-compliant prospectuses for U.S. securities offerings (IPOs, follow-ons, private placements). Structures cover page, risk factors, use of proceeds, business description, MD&A, financials, and offering terms against uploaded company documents and EDGAR comparables. Use when preparing a Form S-1, S-11, offering circular, or any primary disclosure document for a public or private issuance.

Drafts SEC-compliant prospectuses for securities offerings, structuring company data, financials, risk factors, and offering terms into a regulatory disclosure document. Use when preparing prospectuses, S-1 registration statements, offering memoranda, or primary disclosure documents for public or private issuances.

Drafts a legally compliant proration schedule for real estate closings, allocating taxes, HOA fees, rent, utilities, and other obligations between buyer and seller. Triggered when preparing settlement documents, closing prorations, asset purchase closings, or real estate closing statements requiring expense allocation by closing date.

Drafts U.S. Proprietary Information and Inventions Agreements (PIIA) for employee or consultant onboarding. Use when drafting a PIIA, inventions assignment, proprietary information agreement, or onboarding confidentiality/IP paperwork. Covers invention assignment, DTSA immunity, prior inventions disclosure, and state-specific carve-outs.

Drafts an internal Promotional Materials Review Policy for life sciences and pharmaceutical companies under FDA oversight. Covers promotional review committee structure, fair balance requirements, substantiation standards, off-label prohibitions, recordkeeping, training, and auditing. Use when creating FDA promotional compliance governance frameworks, pharma advertising policies, or promotional review committee charters.

Drafts enforceable residential promissory notes with party identification, principal/interest terms, payment schedules, default/acceleration provisions, and security instrument cross-references. Ensures TILA awareness and state usury compliance. Use when drafting promissory notes for residential mortgages, deeds of trust, or seller-financed home sales; trigger keywords: promissory note, residential note, mortgage note, deed of trust note, seller financing note, balloon note.

Generates structured legal project management summaries with RAG status indicators, budget variance analysis, and prioritized action items. Use when creating matter status reports, project updates, portfolio reviews, or resource allocation summaries for litigation, transactional, or regulatory matters.

Produces U.S. legal project management summaries consolidating objectives, scope, timeline, budget, resources, risks, and next steps into a stakeholder-ready document. Use when asked for project management summary, matter status, LPM report, budget tracking, timeline update, milestone review, or portfolio status.

Generates structured summaries of product liability cases covering liability theories, outcomes, and strategic implications. Use when summarizing defective product litigation, manufacturing or design defect claims, failure to warn cases, breach of warranty disputes, or personal injury product cases.

Generates structured, stage-organized summaries of procedural rules from federal, state, local, or administrative sources with deadlines, responsibilities, and non-compliance consequences. Extracts rules from uploaded texts, court orders, and standing orders. Use when summarizing FRCP, FRCrP, state civil/criminal procedure, local rules, administrative hearing procedures, or building procedural compliance checklists for case preparation and motion practice.

Drafts a pro forma capitalization table modeling ownership before and after a financing event or corporate transaction. Calculates dilution, conversion mechanics, option pool impacts, and ownership on as-converted and fully-diluted bases. Use when modeling seed rounds, Series A/B/C financings, convertible note or SAFE conversions, option pool expansions, stock splits, or cap table restructurings.

Drafts U.S. Regulation D Private Placement Memoranda (PPMs) with required legends, risk factors, capitalization, securities terms, and subscription procedures. Trigger when drafting a PPM, preparing a Reg D (506(b) or 506(c)) offering, building accredited-investor disclosure, or structuring private placement documents to minimize 10b-5 liability.

Drafts a legally compliant Private Placement Memorandum for Regulation D offerings (Rule 506(b)/506(c)), covering full disclosure framework including risk factors, capitalization, securities terms, use of proceeds, and investor qualification requirements. Enforces SEC anti-fraud compliance under Section 10(b)/Rule 10b-5, blue sky law considerations, and accredited investor verification under Rule 501. Use this skill when drafting PPMs, offering memorandums, Reg D disclosure documents, or private offering circulars for issuers raising capital from sophisticated investors. Also trigger when the user mentions private placement disclosure, offering memorandum, Reg D fundraising, or accredited investor verification. Even if the user just says "PPM" or "draft our offering memo," use this skill.

Generates structured privacy and data protection law briefings across US, EU, UK, and other jurisdictions. Organizes by jurisdiction with compliance deadlines, enforcement actions, and legislative changes. Use when preparing privacy law briefings, compliance updates, regulatory change summaries, or data protection landscape reviews.

Generates structured summaries of prior art references for patent prosecution, validity analysis, and freedom-to-operate assessments. Maps disclosures to claim elements with precise citations. Use when summarizing prior art, analyzing patent landscapes, mapping references to claims, or preparing office action responses.