---
title: "Quote any clause that allows a benefit to a third person"
url: "https://ailawframework.com/practice/elder-law-and-powers-of-attorney-guardianship/record-whether-an-instrument-expressly-authorises-a-benefit-to-a-third-p/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A18-FL20261022-7-US"
practice_area: "Elder Law & Powers of Attorney / Guardianship"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Quote any clause that allows a benefit to a third person

> Quote any clause that lets the attorney confer a benefit on a person other than the principal. If there is no such clause, say so. Do not say the benefit is authorized.

Canonical page: https://ailawframework.com/practice/elder-law-and-powers-of-attorney-guardianship/record-whether-an-instrument-expressly-authorises-a-benefit-to-a-third-p/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 | Yellow: Lawyer and AI draft together |
| How AI is used | Quote any clause that lets the attorney confer a benefit on a person other than the principal. If there is no such clause, say so. Do not say the benefit is authorized. |
| What the lawyer must review | You decide whether a proposed benefit is within the power. No state statute on benefits to third persons was opened. This check is only the clause. It is distinct from a gift to the attorney. Model Rule 1.4(b) requires an explanation before anyone acts on the quote. Model Rule 1.6 applies if you tell the third person. Formal Opinion 512 requires you to verify the quote. You do not draft a benefit direction. |
| Written for | United States |
| Applies to | [Record whether an instrument expressly authorises a benefit to a third party](https://ailawframework.com/practice/elder-law-and-powers-of-attorney-guardianship/record-whether-an-instrument-expressly-authorises-a-benefit-to-a-third-p.md) |

## Checking plan

- What the AI does: Quote any clause that lets the attorney confer a benefit on a person other than the principal. If there is no such clause, say so. Do not say the benefit is authorized.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- Silence is recorded as silence. Do not insert a statutory power to benefit family.
- Do not name the third person unless the instrument or the file does.

## 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.*