List the questions an older client should answer about a power
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- List the questions and leave the answers blank: who would act, when the power would start, which subjects it would cover, and who should receive a copy. Do not write a power and do not answer the questions.
- What the lawyer must review
- You discuss the questions and you write any power. Model Rule 1.4(b) requires an explanation sufficient for the client to decide. The Uniform Law Commission page is a model act, not the law of a state. No execution statute was opened, so the questions do not include witnessing or notarization. Formal Opinion 512 applies if the client's answers are later put into a tool. This list is not a restatement of a power that has already been signed.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Consider narrowly defined preparation support after confirming the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.