---
title: "Index the family accommodation papers before any agreement"
url: "https://ailawframework.com/practice/elder-law-and-powers-of-attorney-guardianship/draft-the-granny-flat-or-family-accommodation-agreement-and-its-exit-ter/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A18-X20260927-9-US"
practice_area: "Elder Law & Powers of Attorney / Guardianship"
tier: "red"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Index the family accommodation papers before any agreement

> List the people, the address, any money the file states, and the documents already signed. Do not write occupation terms and do not write terms for leaving.

Canonical page: https://ailawframework.com/practice/elder-law-and-powers-of-attorney-guardianship/draft-the-granny-flat-or-family-accommodation-agreement-and-its-exit-ter/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 | List the people, the address, any money the file states, and the documents already signed. Do not write occupation terms and do not write terms for leaving. |
| What the lawyer must review | You write any family accommodation agreement. No statute governing a family occupation arrangement was opened. Model Rule 1.4(b) is the explanation the client needs before signing. Model Rule 1.6(a) forbids revealing information relating to the representation unless the client gives informed consent, the disclosure is impliedly authorized to carry out the representation, or paragraph (b) permits it. Formal Opinion 512 requires informed consent before information relating to the representation goes into a self-learning tool whose output could disclose it. 42 CFR § 489.102 concerns advance directives at listed providers. It does not supply occupation terms. A power of attorney in the file, if any, is not the occupation agreement. |
| Written for | United States |
| Applies to | [Draft the granny flat or family accommodation agreement and its exit terms](https://ailawframework.com/practice/elder-law-and-powers-of-attorney-guardianship/draft-the-granny-flat-or-family-accommodation-agreement-and-its-exit-ter.md) |

## Checking plan

- What the AI does: List the people, the address, any money the file states, and the documents already signed. Do not write occupation terms and do not write terms for leaving.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- The index is not the agreement. You write every term that will be signed.
- Do not treat a model power-of-attorney act as the law of a state. No enactment was opened.

## Sources

- [ABA Model Rule 1.4, Communications](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_4_communications/) (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.*