Raw schema
{
"type": "object",
"properties": {
"intake": {
"type": "object",
"properties": {
"jurisdiction": {
"type": "string",
"description": "Governing law of the trust. Example: England and Wales"
},
"objective": {
"type": "string",
"description": "Why the Owner is setting up the Vault. Example: Family wealth planning"
},
"assets": {
"type": "string",
"description": "Assets intended for the Trust. Example: 95 ordinary shares in Example Ltd"
},
"assetValue": {
"type": "string",
"description": "Optional indicative value of those assets. Example: 100000 GBP"
},
"settlor": {
"type": "string",
"description": "Person settling the Trust. Example: Alex Example"
},
"parties": {
"type": "string",
"description": "Trustees and beneficiaries in Protocol terms. Example: Alex Example (Lead Trustee); Class: children"
},
"existingArrangements": {
"type": "string",
"description": "Existing companies, trusts, or wills that affect setup. Example: Sole shareholder of Example Ltd"
},
"deadlines": {
"type": "string",
"description": "Known filing or lender deadlines. Example: TRS within 90 days of the deed"
},
"questions": {
"type": "string",
"description": "Owner questions the Architect should address. Example: Can the Trust be named as PSC?"
},
"companyName": {
"type": "string",
"description": "Engine (limited company) name. Example: Example Ltd"
},
"companyNumber": {
"type": "string",
"description": "Companies House number. Example: 12345678"
},
"trustName": {
"type": "string",
"description": "Vault / settlement name. Example: Example Family Settlement 2026"
}
},
"additionalProperties": true,
"description": "Structured Owner facts for Protocol coaching and portal field mapping"
},
"formFamily": {
"type": "string",
"enum": [
"TRS",
"IHT100",
"IHT400",
"unknown"
],
"description": "Form family to draft against. Example: TRS"
}
},
"required": [
"intake"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}