---
title: "Extract dates and amounts from a power-of-attorney file"
url: "https://ailawframework.com/practice/elder-law-and-powers-of-attorney-guardianship/build-the-transaction-schedule-and-chronology-for-a-suspected-misuse-of/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A18-X20260927-4-US"
practice_area: "Elder Law & Powers of Attorney / Guardianship"
tier: "red"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Extract dates and amounts from a power-of-attorney file

> From the statements the lawyer marks, list the date, the payee, and the amount. Do not describe a motive and do not write a narrative.

Canonical page: https://ailawframework.com/practice/elder-law-and-powers-of-attorney-guardianship/build-the-transaction-schedule-and-chronology-for-a-suspected-misuse-of/united-states  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Elder Law & Powers of Attorney / Guardianship](https://ailawframework.com/practice/elder-law-and-powers-of-attorney-guardianship.md) |
| Human involvement | Red: Lawyer writes; AI may check, clarify or collect data |
| How AI is used | From the statements the lawyer marks, list the date, the payee, and the amount. Do not describe a motive and do not write a narrative. |
| What the lawyer must review | You write any narrative that will be filed or sent. The extract is a list of dates and amounts only. The Uniform Law Commission page is a model. It does not define misuse, and no state power-of-attorney statute was opened. Model Rule 1.6 covers the financial records. Formal Opinion 512 applies before those records go into a tool. You decide whether a transaction was authorized by the instrument. |
| Written for | United States |
| Applies to | [Build the transaction schedule and chronology for a suspected misuse of an enduring power](https://ailawframework.com/practice/elder-law-and-powers-of-attorney-guardianship/build-the-transaction-schedule-and-chronology-for-a-suspected-misuse-of.md) |

## Checking plan

- What the AI does: From the statements the lawyer marks, list the date, the payee, and the amount. Do not describe a motive and do not write a narrative.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- Do not call a transfer unauthorized. The instrument and the state statute, neither of which the tool interprets here, decide that.
- A filing that tells the story of the file is the lawyer's.

## Sources

- [Uniform Law Commission: Power of Attorney Act](https://www.uniformlaws.org/committees/community-home?CommunityKey=b1975254-8370-4a7c-947f-e5af0d6cb07c) (checked 2026-10-22)
- [ABA Model Rule 1.6, Confidentiality of Information](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/) (checked 2026-10-22)
- [ABA Formal Opinion 512, Generative Artificial Intelligence Tools (29 July 2024)](https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf) (checked 2026-10-22)

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*