---
title: "Prepare a capacity-assessment file note and document list for the interview"
url: "https://ailawframework.com/practice/elder-law-and-powers-of-attorney-guardianship/prepare-a-capacity-assessment-file-note-and-document-list-for-the-interv"
type: "task"
site: "AI Law Framework"
id: "A18-T1-R4"
practice_area: "Elder Law & Powers of Attorney / Guardianship"
tier: "red"
lawyer_review: "required"
last_reviewed: "2026-10-22"
---

# Prepare a capacity-assessment file note and document list for the interview

> From the intake, list topics to cover, documents to sight, and warning signs for the lawyer to test. Do not generate a capacity finding.

Canonical page: https://ailawframework.com/practice/elder-law-and-powers-of-attorney-guardianship/prepare-a-capacity-assessment-file-note-and-document-list-for-the-interv  
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 intake, list topics to cover, documents to sight, and warning signs for the lawyer to test. Do not generate a capacity finding. |
| What the lawyer must review | Assess capacity yourself, often with a medical report Never outsource the finding to a tool |
| Written for / versions | 1 jurisdiction versions below |

## Checking plan

**Lawyer review required**

The responsible lawyer reviews the work against the instructions, sources and intended use.

- What the AI does: Potential support includes preparing preliminary structure or wording and summarising source material. Confirm the tool’s capability and permitted scope.
- What the lawyer does: Set the scope, verify the evidence, resolve exceptions and approve the final output for its intended use.
- Who reviews: Responsible lawyer with competence in the matter
- Basis: Suggested checking approach based on the task guidance. Complete the assessment for the actual tool, information and jurisdiction.
- Why: The plan reflects the described work and review requirements. Policy colours are not used to determine permission or checking.

## Checks the lawyer makes

1. Confirm instructions and personal circumstances through appropriate direct engagement. Have the responsible lawyer assess safety, capacity or vulnerability concerns and escalation.
2. Verify dates, people and sequence against contemporaneous records. Preserve uncertainty and identify gaps or conflicting accounts.
3. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
4. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

## Notes

- Confirm the required checking with the responsible lawyer before work starts. The checking approach does not establish permission to use AI.

## Jurisdiction versions

| Jurisdiction | Level |
| --- | --- |
| [United States](https://ailawframework.com/practice/elder-law-and-powers-of-attorney-guardianship/prepare-a-capacity-assessment-file-note-and-document-list-for-the-interv/united-states.md) | Red |

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