---
title: "List documents for a capacity 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/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A18-T1-R4-US"
practice_area: "Elder Law & Powers of Attorney / Guardianship"
tier: "red"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# List documents for a capacity interview

> List the instruments, medical notes, and dates the lawyer marks for the interview. Do not write the file note and do not state whether the client has capacity.

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/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 instruments, medical notes, and dates the lawyer marks for the interview. Do not write the file note and do not state whether the client has capacity. |
| What the lawyer must review | You write the note of the interview. No statutory capacity test was opened, so the tool states none. The Uniform Law Commission page is a model power-of-attorney act, not an enactment and not a capacity test. Comment 8 to Rule 1.1 and Formal Opinion 512 govern the use of a tool to sort the file. Rule 1.6 applies to the medical notes. You decide what the interview shows. |
| Written for | United States |
| Applies to | [Prepare a capacity-assessment file note and document list for the interview](https://ailawframework.com/practice/elder-law-and-powers-of-attorney-guardianship/prepare-a-capacity-assessment-file-note-and-document-list-for-the-interv.md) |

## Checking plan

- What the AI does: List the instruments, medical notes, and dates the lawyer marks for the interview. Do not write the file note and do not state whether the client has capacity.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- Do not import a capacity test from memory. None was opened.
- The medical notes are client information. Confirm the disclosure before they go into a tool.

## Sources

- [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)
- [ABA Model Rule 1.1, Comment 8 (competence includes technology)](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_1_competence/comment_on_rule_1_1/) (checked 2026-10-22)
- [Uniform Law Commission: Power of Attorney Act](https://www.uniformlaws.org/committees/community-home?CommunityKey=b1975254-8370-4a7c-947f-e5af0d6cb07c) (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.*