Draft a plain-language explanation of the signed instrument for the client

Key facts

Human involvement
YellowClose supervision
How AI is used
Turn the signed enduring power, guardianship appointment or advance care directive into a one-page explanation of who decides what, when it starts, and how to revoke it.
What the lawyer must review
  • Check the explanation against the instrument, which governs
  • Remove anything that contradicts it or adds powers
Written for / version
US

Open a jurisdiction version of this task to see which instruments apply: US

Who does what

Who does what
RoleWhat they do
AssistanceConsider narrowly defined preparation support after confirming the tool’s capability and permitted scope.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
  2. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

Forms and precedents for this task

Forms and precedents for this task
Form or precedentKindAI useSummary
Letter of advice to a newly appointed attorney: duties, limits, gifts and record-keeping (NSW)LetterAI use YellowA plain-language letter to a person who has accepted appointment as attorney under an enduring power of attorney: when the power operates, acting in the principal's best interests, the limits on gifts and benefits, keeping money separate, records, termination and where to get help.

Signed-in accounts can read the full text of each one. All precedents.

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