---
title: "Quote whether the instrument lets an attorney appoint a delegate"
url: "https://ailawframework.com/practice/elder-law-and-powers-of-attorney-guardianship/record-whether-the-instrument-lets-an-attorney-appoint-a-delegate/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A18-FL20261022-19-US"
practice_area: "Elder Law & Powers of Attorney / Guardianship"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Quote whether the instrument lets an attorney appoint a delegate

> Quote any clause about appointing a delegate or a substitute attorney. If the instrument does not allow it, say so. Do not draft an appointment.

Canonical page: https://ailawframework.com/practice/elder-law-and-powers-of-attorney-guardianship/record-whether-the-instrument-lets-an-attorney-appoint-a-delegate/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 about appointing a delegate or a substitute attorney. If the instrument does not allow it, say so. Do not draft an appointment. |
| What the lawyer must review | You decide whether a delegation is permitted. No statute on delegation by an attorney-in-fact was opened. A power to appoint must be in the instrument. The tool does not imply one. Model Rule 1.4(b) applies before an appointment is made. Model Rule 1.6 applies to information given to the delegate. Formal Opinion 512 requires you to verify the quote. You write any appointment. |
| Written for | United States |
| Applies to | [Record whether the instrument lets an attorney appoint a delegate](https://ailawframework.com/practice/elder-law-and-powers-of-attorney-guardianship/record-whether-the-instrument-lets-an-attorney-appoint-a-delegate.md) |

## Checking plan

- What the AI does: Quote any clause about appointing a delegate or a substitute attorney. If the instrument does not allow it, say so. Do not draft an appointment.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- A substitute named in the instrument is not a delegate the attorney appoints, unless the clause says so.
- Do not prepare the appointment document.

## 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.*