
Purchaser-gated MCP for Vault, HMRC TRS, 95/5 equity, and Companies House PSC.
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Submit the current portal form only after the human provides a valid one-time confirmationToken from prepare_submit_confirmation. This can file on a government portal.
Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789
One-time token the Owner typed from prepare_submit_confirmation. Example: 7K2Q9M
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Submit the current portal form only after the human provides a valid one-time confirmationToken from prepare_submit_confirmation. This can file on a government portal.
| Argument | Type | Description |
|---|---|---|
| sessionId* | string | Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789 |
| confirmationToken* | string | One-time token the Owner typed from prepare_submit_confirmation. Example: 7K2Q9M |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"sessionId",
"confirmationToken"
],
"properties": {
"sessionId": {
"type": "string",
"description": "Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789"
},
"confirmationToken": {
"type": "string",
"description": "One-time token the Owner typed from prepare_submit_confirmation. Example: 7K2Q9M"
}
},
"additionalProperties": false
}Draft preparation notes for TRS, IHT100, IHT400, and related professional-review questions from a completed intake. Label as a Protocol guide for solicitor execution.
| Argument | Type | Description |
|---|---|---|
| intake* | object | Structured Owner facts for Protocol coaching and portal field mapping |
| formFamily | string | Form family to draft against. Example: TRS |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"intake"
],
"properties": {
"intake": {
"type": "object",
"properties": {
"assets": {
"type": "string",
"description": "Assets intended for the Trust. Example: 95 ordinary shares in Example Ltd"
},
"parties": {
"type": "string",
"description": "Trustees and beneficiaries in Protocol terms. Example: Alex Example (Lead Trustee); Class: children"
},
"settlor": {
"type": "string",
"description": "Person settling the Trust. Example: Alex Example"
},
"deadlines": {
"type": "string",
"description": "Known filing or lender deadlines. Example: TRS within 90 days of the deed"
},
"objective": {
"type": "string",
"description": "Why the Owner is setting up the Vault. Example: Family wealth planning"
},
"questions": {
"type": "string",
"description": "Owner questions the Architect should address. Example: Can the Trust be named as PSC?"
},
"trustName": {
"type": "string",
"description": "Vault / settlement name. Example: Example Family Settlement 2026"
},
"assetValue": {
"type": "string",
"description": "Optional indicative value of those assets. Example: 100000 GBP"
},
"companyName": {
"type": "string",
"description": "Engine (limited company) name. Example: Example Ltd"
},
"jurisdiction": {
"type": "string",
"description": "Governing law of the trust. Example: England and Wales"
},
"companyNumber": {
"type": "string",
"description": "Companies House number. Example: 12345678"
},
"existingArrangements": {
"type": "string",
"description": "Existing companies, trusts, or wills that affect setup. Example: Sole shareholder of Example Ltd"
}
},
"description": "Structured Owner facts for Protocol coaching and portal field mapping",
"additionalProperties": true
},
"formFamily": {
"enum": [
"TRS",
"IHT100",
"IHT400",
"unknown"
],
"type": "string",
"description": "Form family to draft against. Example: TRS"
}
},
"additionalProperties": false
}Tear down the assisted browser session. No credentials are persisted. Safe to call more than once for the same id after expiry.
| Argument | Type | Description |
|---|---|---|
| sessionId* | string | Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789 |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"sessionId"
],
"properties": {
"sessionId": {
"type": "string",
"description": "Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789"
}
},
"additionalProperties": false
}Summarise the current portal page: URL, text excerpt, fillable fields, Protocol hint, signedInLikely.
| Argument | Type | Description |
|---|---|---|
| sessionId* | string | Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789 |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"sessionId"
],
"properties": {
"sessionId": {
"type": "string",
"description": "Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789"
}
},
"additionalProperties": false
}Fill non-secret form fields (label/placeholder/name). Never passwords, OTPs, or Companies House auth codes.
| Argument | Type | Description |
|---|---|---|
| fields* | object | Map of visible field label, placeholder, or name to a non-secret value. Example: {"Trust name":"Example Family Settlement 2026"} |
| sessionId* | string | Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789 |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"sessionId",
"fields"
],
"properties": {
"fields": {
"type": "object",
"description": "Map of visible field label, placeholder, or name to a non-secret value. Example: {\"Trust name\":\"Example Family Settlement 2026\"}",
"additionalProperties": {
"type": "string"
}
},
"sessionId": {
"type": "string",
"description": "Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789"
}
},
"additionalProperties": false
}Generate a cited professional-review bundle from a completed intake for the Owner to take to a solicitor or CTA.
| Argument | Type | Description |
|---|---|---|
| format | string | Bundle format. Example: markdown |
| intake* | object | Structured Owner facts for Protocol coaching and portal field mapping |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"intake"
],
"properties": {
"format": {
"enum": [
"markdown",
"json"
],
"type": "string",
"description": "Bundle format. Example: markdown"
},
"intake": {
"type": "object",
"properties": {
"assets": {
"type": "string",
"description": "Assets intended for the Trust. Example: 95 ordinary shares in Example Ltd"
},
"parties": {
"type": "string",
"description": "Trustees and beneficiaries in Protocol terms. Example: Alex Example (Lead Trustee); Class: children"
},
"settlor": {
"type": "string",
"description": "Person settling the Trust. Example: Alex Example"
},
"deadlines": {
"type": "string",
"description": "Known filing or lender deadlines. Example: TRS within 90 days of the deed"
},
"objective": {
"type": "string",
"description": "Why the Owner is setting up the Vault. Example: Family wealth planning"
},
"questions": {
"type": "string",
"description": "Owner questions the Architect should address. Example: Can the Trust be named as PSC?"
},
"trustName": {
"type": "string",
"description": "Vault / settlement name. Example: Example Family Settlement 2026"
},
"assetValue": {
"type": "string",
"description": "Optional indicative value of those assets. Example: 100000 GBP"
},
"companyName": {
"type": "string",
"description": "Engine (limited company) name. Example: Example Ltd"
},
"jurisdiction": {
"type": "string",
"description": "Governing law of the trust. Example: England and Wales"
},
"companyNumber": {
"type": "string",
"description": "Companies House number. Example: 12345678"
},
"existingArrangements": {
"type": "string",
"description": "Existing companies, trusts, or wills that affect setup. Example: Sole shareholder of Example Ltd"
}
},
"description": "Structured Owner facts for Protocol coaching and portal field mapping",
"additionalProperties": true
}
},
"additionalProperties": false
}Retrieve approved Companies House / PSC / WebFiling guidance. PSC filings name individuals (trustees), never the Trust itself.
| Argument | Type | Description |
|---|---|---|
| topic* | string | Guidance topic. Example: psc or webfiling |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"topic"
],
"properties": {
"topic": {
"type": "string",
"description": "Guidance topic. Example: psc or webfiling"
}
},
"additionalProperties": false
}Retrieve approved GOV.UK/HMRC trust and inheritance-tax guidance by topic. Returns a title, official URL, and short summary. Not a live scrape of GOV.UK.
| Argument | Type | Description |
|---|---|---|
| topic* | string | Guidance topic. Example: trs or inheritance tax |
| jurisdiction | string | Jurisdiction filter. Example: UK |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"topic"
],
"properties": {
"topic": {
"type": "string",
"description": "Guidance topic. Example: trs or inheritance tax"
},
"jurisdiction": {
"type": "string",
"description": "Jurisdiction filter. Example: UK"
}
},
"additionalProperties": false
}Return the mandatory educational / non-advice boundary statement. Call when the Owner asks if this is legal advice.
| Argument | Type | Description |
|---|---|---|
| audience | string | Who will read the boundary line. Example: owner |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"audience": {
"type": "string",
"description": "Who will read the boundary line. Example: owner"
}
},
"additionalProperties": false
}REQUIRED when coaching setup. Return the ordered Protocol checklist for a module. For 95/5 / share transfer into the Trust use equity_95_5 (not a freestyle solicitor checklist). Modules: vault, trs, equity_95_5, psc, banking, ip, philosophy, legacy, property.
| Argument | Type | Description |
|---|---|---|
| module* | string | Protocol module id. Example: equity_95_5 |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"module"
],
"properties": {
"module": {
"enum": [
"vault",
"trs",
"equity_95_5",
"psc",
"banking",
"ip",
"philosophy",
"legacy",
"property"
],
"type": "string",
"description": "Protocol module id. Example: equity_95_5"
}
},
"additionalProperties": false
}Self-serve path: return the official portal URL plus Protocol checklist for the Owner’s own browser. Present portalUrl as a clickable markdown link (MCP cannot launch local browsers). Do not start Browserbase.
| Argument | Type | Description |
|---|---|---|
| portalId* | string | Allowlisted official portal. Example: trs for HMRC Trust Registration Service |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"portalId"
],
"properties": {
"portalId": {
"enum": [
"trs",
"trs_manage",
"companies_house_webfiling",
"companies_house_psc"
],
"type": "string",
"description": "Allowlisted official portal. Example: trs for HMRC Trust Registration Service"
}
},
"additionalProperties": false
}Load a Protocol workflow skill as markdown. Names: establish-vault-trust, register-trust-trs, implement-95-5-equity-split, update-psc-companies-house, run-portal-copilot.
| Argument | Type | Description |
|---|---|---|
| name* | string | Skill name from list_skills. Example: implement-95-5-equity-split |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"name"
],
"properties": {
"name": {
"enum": [
"establish-vault-trust",
"register-trust-trs",
"implement-95-5-equity-split",
"update-psc-companies-house",
"run-portal-copilot"
],
"type": "string",
"description": "Skill name from list_skills. Example: implement-95-5-equity-split"
}
},
"additionalProperties": false
}Inventory visible non-secret form controls (label/name/type) on the current portal page. Use to align prepare_portal_fill keys.
| Argument | Type | Description |
|---|---|---|
| sessionId* | string | Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789 |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"sessionId"
],
"properties": {
"sessionId": {
"type": "string",
"description": "Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789"
}
},
"additionalProperties": false
}List Owner choices: self_serve (own browser + guidance) vs assisted (Browserbase live view + optional fill). Ask before starting co-pilot.
| Argument | Type | Description |
|---|---|---|
| preferred | string | Optional Owner preference if already stated. Example: self_serve |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"preferred": {
"enum": [
"self_serve",
"assisted"
],
"type": "string",
"description": "Optional Owner preference if already stated. Example: self_serve"
}
},
"additionalProperties": false
}List available Protocol advisor modules in coaching order.
| Argument | Type | Description |
|---|---|---|
| query | string | Optional text to filter module id or title. Example: vault |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"query": {
"type": "string",
"description": "Optional text to filter module id or title. Example: vault"
}
},
"additionalProperties": false
}Return legal, tax, and practical red flags detected from customer facts (settlor-as-beneficiary, lender consent, offshore, time pressure).
| Argument | Type | Description |
|---|---|---|
| intake* | object | Structured Owner facts for Protocol coaching and portal field mapping |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"intake"
],
"properties": {
"intake": {
"type": "object",
"properties": {
"assets": {
"type": "string",
"description": "Assets intended for the Trust. Example: 95 ordinary shares in Example Ltd"
},
"parties": {
"type": "string",
"description": "Trustees and beneficiaries in Protocol terms. Example: Alex Example (Lead Trustee); Class: children"
},
"settlor": {
"type": "string",
"description": "Person settling the Trust. Example: Alex Example"
},
"deadlines": {
"type": "string",
"description": "Known filing or lender deadlines. Example: TRS within 90 days of the deed"
},
"objective": {
"type": "string",
"description": "Why the Owner is setting up the Vault. Example: Family wealth planning"
},
"questions": {
"type": "string",
"description": "Owner questions the Architect should address. Example: Can the Trust be named as PSC?"
},
"trustName": {
"type": "string",
"description": "Vault / settlement name. Example: Example Family Settlement 2026"
},
"assetValue": {
"type": "string",
"description": "Optional indicative value of those assets. Example: 100000 GBP"
},
"companyName": {
"type": "string",
"description": "Engine (limited company) name. Example: Example Ltd"
},
"jurisdiction": {
"type": "string",
"description": "Governing law of the trust. Example: England and Wales"
},
"companyNumber": {
"type": "string",
"description": "Companies House number. Example: 12345678"
},
"existingArrangements": {
"type": "string",
"description": "Existing companies, trusts, or wills that affect setup. Example: Sole shareholder of Example Ltd"
}
},
"description": "Structured Owner facts for Protocol coaching and portal field mapping",
"additionalProperties": true
}
},
"additionalProperties": false
}List Protocol Architect workflow skills (Vault, TRS, 95/5, PSC, portal co-pilot). Call when the Owner asks how to set something up; then get_skill for the matching workflow.
| Argument | Type | Description |
|---|---|---|
| query | string | Optional text to filter skill names or descriptions. Example: psc |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"query": {
"type": "string",
"description": "Optional text to filter skill names or descriptions. Example: psc"
}
},
"additionalProperties": false
}Navigate the assisted session to an allowlisted portal: trs, trs_manage, companies_house_webfiling, or companies_house_psc.
| Argument | Type | Description |
|---|---|---|
| portalId* | string | Allowlisted official portal. Example: trs for HMRC Trust Registration Service |
| sessionId* | string | Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789 |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"sessionId",
"portalId"
],
"properties": {
"portalId": {
"enum": [
"trs",
"trs_manage",
"companies_house_webfiling",
"companies_house_psc"
],
"type": "string",
"description": "Allowlisted official portal. Example: trs for HMRC Trust Registration Service"
},
"sessionId": {
"type": "string",
"description": "Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789"
}
},
"additionalProperties": false
}Map intake facts to a fill_fields payload for TRS or Companies House PSC. Secrets (auth code) are listed but never filled. Call after Owner login; align labels with list_fillable_fields. Never maps the Trust as a PSC organisation.
| Argument | Type | Description |
|---|---|---|
| intake* | object | Structured Owner facts for Protocol coaching and portal field mapping |
| formFamily | string | Portal family to map. Example: COMPANIES_HOUSE_PSC |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"intake"
],
"properties": {
"intake": {
"type": "object",
"properties": {
"assets": {
"type": "string",
"description": "Assets intended for the Trust. Example: 95 ordinary shares in Example Ltd"
},
"parties": {
"type": "string",
"description": "Trustees and beneficiaries in Protocol terms. Example: Alex Example (Lead Trustee); Class: children"
},
"settlor": {
"type": "string",
"description": "Person settling the Trust. Example: Alex Example"
},
"deadlines": {
"type": "string",
"description": "Known filing or lender deadlines. Example: TRS within 90 days of the deed"
},
"objective": {
"type": "string",
"description": "Why the Owner is setting up the Vault. Example: Family wealth planning"
},
"questions": {
"type": "string",
"description": "Owner questions the Architect should address. Example: Can the Trust be named as PSC?"
},
"trustName": {
"type": "string",
"description": "Vault / settlement name. Example: Example Family Settlement 2026"
},
"assetValue": {
"type": "string",
"description": "Optional indicative value of those assets. Example: 100000 GBP"
},
"companyName": {
"type": "string",
"description": "Engine (limited company) name. Example: Example Ltd"
},
"jurisdiction": {
"type": "string",
"description": "Governing law of the trust. Example: England and Wales"
},
"companyNumber": {
"type": "string",
"description": "Companies House number. Example: 12345678"
},
"existingArrangements": {
"type": "string",
"description": "Existing companies, trusts, or wills that affect setup. Example: Sole shareholder of Example Ltd"
}
},
"description": "Structured Owner facts for Protocol coaching and portal field mapping",
"additionalProperties": true
},
"formFamily": {
"enum": [
"TRS",
"COMPANIES_HOUSE_PSC"
],
"type": "string",
"description": "Portal family to map. Example: COMPANIES_HOUSE_PSC"
}
},
"additionalProperties": false
}Create a one-time confirmation token required before confirm_and_submit. Show the token to the human Owner; do not submit without it.
| Argument | Type | Description |
|---|---|---|
| sessionId* | string | Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789 |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"sessionId"
],
"properties": {
"sessionId": {
"type": "string",
"description": "Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789"
}
},
"additionalProperties": false
}Pause for Owner login, CAPTCHA, 2FA, or review in the Browserbase live view. Never ask the Owner to paste passwords into chat.
| Argument | Type | Description |
|---|---|---|
| action* | string | Why the Owner must use the live view. Example: login |
| sessionId* | string | Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789 |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"sessionId",
"action"
],
"properties": {
"action": {
"enum": [
"login",
"captcha",
"2fa",
"review"
],
"type": "string",
"description": "Why the Owner must use the live view. Example: login"
},
"sessionId": {
"type": "string",
"description": "Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789"
}
},
"additionalProperties": false
}Validate a structured trust setup intake and return missing facts, Protocol warnings, and next modules. Call before drafting forms or opening portals.
| Argument | Type | Description |
|---|---|---|
| assets* | string | Assets intended for the Trust. Example: 95 ordinary shares in Example Ltd |
| parties* | string | Trustees and beneficiaries in Protocol terms. Example: Alex Example (Lead Trustee); Class: children |
| settlor* | string | Person settling the Trust. Example: Alex Example |
| deadlines | string | Known filing or lender deadlines. Example: TRS within 90 days of the deed |
| objective* | string | Why the Owner is setting up the Vault. Example: Family wealth planning |
| questions | string | Owner questions the Architect should address. Example: Can the Trust be named as PSC? |
| trustName | string | Vault / settlement name. Example: Example Family Settlement 2026 |
| assetValue | string | Optional indicative value of those assets. Example: 100000 GBP |
REQUIRED before substantive Protocol answers. Search approved Blackbook Protocol passages and return cited excerpts. Prefer Protocol vocabulary from hits over generic UK legal advice. Returns ranked results plus the educational boundary.
| Argument | Type | Description |
|---|---|---|
| limit | integer | Maximum number of cited excerpts to return. Default 5. Example: 5 |
| query* | string | Search text using Protocol terms. Example: 95/5 equity split Vault PSC trustees |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"query"
],
"properties": {
"limit": {
"type": "integer",
"maximum": 10,
"minimum": 1,
"description": "Maximum number of cited excerpts to return. Default 5. Example: 5"
},
"query": {
"type": "string",
"description": "Search text using Protocol terms. Example: 95/5 equity split Vault PSC trustees"
}
},
"additionalProperties": false
}ASSISTED mode only. Start a fresh ephemeral Browserbase (or mock) co-pilot session. Returns liveViewUrl — no purchaser email. If Owner prefers their own browser, use get_self_serve_portal instead.
| Argument | Type | Description |
|---|---|---|
| reason | string | Why assisted mode is needed. Example: Owner asked for live TRS fill help |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"reason": {
"type": "string",
"description": "Why assisted mode is needed. Example: Owner asked for live TRS fill help"
}
},
"additionalProperties": false
}After request_user_action(login|2fa), poll until the page leaves the sign-in surface (or timeout). Then continue fill.
| Argument | Type | Description |
|---|---|---|
| pollMs | integer | Polling interval in milliseconds. Default 3000. Example: 3000 |
| sessionId* | string | Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789 |
| timeoutMs | integer | How long to wait for sign-in in milliseconds. Default 90000. Example: 90000 |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"sessionId"
],
"properties": {
"pollMs": {
"type": "integer",
"maximum": 10000,
"minimum": 1000,
"description": "Polling interval in milliseconds. Default 3000. Example: 3000"
},
"sessionId": {
"type": "string",
"description": "Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789"
},
"timeoutMs": {
"type": "integer",
"maximum": 180000,
"minimum": 5000,
"description": "How long to wait for sign-in in milliseconds. Default 90000. Example: 90000"
}
},
"additionalProperties": false
}| companyName | string | Engine (limited company) name. Example: Example Ltd |
| jurisdiction* | string | Governing law of the trust. Example: England and Wales |
| companyNumber | string | Companies House number. Example: 12345678 |
| existingArrangements | string | Existing companies, trusts, or wills that affect setup. Example: Sole shareholder of Example Ltd |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"jurisdiction",
"objective",
"assets",
"settlor",
"parties"
],
"properties": {
"assets": {
"type": "string",
"description": "Assets intended for the Trust. Example: 95 ordinary shares in Example Ltd"
},
"parties": {
"type": "string",
"description": "Trustees and beneficiaries in Protocol terms. Example: Alex Example (Lead Trustee); Class: children"
},
"settlor": {
"type": "string",
"description": "Person settling the Trust. Example: Alex Example"
},
"deadlines": {
"type": "string",
"description": "Known filing or lender deadlines. Example: TRS within 90 days of the deed"
},
"objective": {
"type": "string",
"description": "Why the Owner is setting up the Vault. Example: Family wealth planning"
},
"questions": {
"type": "string",
"description": "Owner questions the Architect should address. Example: Can the Trust be named as PSC?"
},
"trustName": {
"type": "string",
"description": "Vault / settlement name. Example: Example Family Settlement 2026"
},
"assetValue": {
"type": "string",
"description": "Optional indicative value of those assets. Example: 100000 GBP"
},
"companyName": {
"type": "string",
"description": "Engine (limited company) name. Example: Example Ltd"
},
"jurisdiction": {
"type": "string",
"description": "Governing law of the trust. Example: England and Wales"
},
"companyNumber": {
"type": "string",
"description": "Companies House number. Example: 12345678"
},
"existingArrangements": {
"type": "string",
"description": "Existing companies, trusts, or wills that affect setup. Example: Sole shareholder of Example Ltd"
}
},
"additionalProperties": false
}