Draft the granny flat or family accommodation agreement and its exit terms
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Assemble the agreement from the structure the lawyer has chosen and the family's instructions, and draft the accommodation, cost-sharing and exit clauses and the schedule of what is being transferred, for the lawyer to revise.
- What the lawyer must review
- Decide the structure and how the right of residence is secured yourself, see the older person separately and satisfy yourself the instructions are their own, check the payment against the granny flat interest and gifting rules and the reasonableness test, and check the exit terms actually work if the older person later needs residential care.
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | Assemble the agreement from the structure the lawyer has chosen and the family's instructions, and draft the accommodation, cost-sharing and exit clauses and the schedule of what is being transferred, for the lawyer to revise. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Confirm the instructions, the jurisdiction and the complete relevant material before starting.
- Decide the structure and how the right of residence is secured yourself, see the older person separately and satisfy yourself the instructions are their own, check the payment against the granny flat interest and gifting rules and the reasonableness test, and check the exit terms actually work if the older person later needs residential care.
- Check the output against the source documents named in it before it is relied on.
Sources
- https://www.servicesaustralia.gov.au/how-we-assess-granny-flat-interests · 2026-09-27
- https://assetsforcare.seniorsrights.org.au/preventative-steps/centrelink-issues/ · 2026-09-27
These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.