---
title: "Quote the fee and exit clauses in a senior housing contract"
url: "https://ailawframework.com/practice/elder-law-and-powers-of-attorney-guardianship/review-a-retirement-village-contract-and-disclosure-statement-and-prepar/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A18-X20260927-7-US"
practice_area: "Elder Law & Powers of Attorney / Guardianship"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Quote the fee and exit clauses in a senior housing contract

> Quote the clauses the contract uses for fees, services, and leaving, with the clause numbers the contract prints. Do not say the contract meets a village statute.

Canonical page: https://ailawframework.com/practice/elder-law-and-powers-of-attorney-guardianship/review-a-retirement-village-contract-and-disclosure-statement-and-prepar/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 the clauses the contract uses for fees, services, and leaving, with the clause numbers the contract prints. Do not say the contract meets a village statute. |
| What the lawyer must review | You decide what to tell the resident. No retirement-village or senior-housing statute was opened, so a quote is not a compliance finding. Model Rule 1.4(b) requires an explanation that lets the client decide. Formal Opinion 512 requires independent verification of tool output before you rely on it, because a tool can produce text that has no basis in the document. A clause that is not in the contract is not supplied. 42 CFR § 489.102 is an advance-directive rule for listed providers. It is not a statute about this contract. |
| Written for | United States |
| Applies to | [Review a retirement village contract and disclosure statement and prepare the resident's issues report](https://ailawframework.com/practice/elder-law-and-powers-of-attorney-guardianship/review-a-retirement-village-contract-and-disclosure-statement-and-prepar.md) |

## Checking plan

- What the AI does: Quote the clauses the contract uses for fees, services, and leaving, with the clause numbers the contract prints. Do not say the contract meets a village statute.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- Quote the contract. Do not restate a fee in your own words.
- An advance-directive policy is a different document from the housing contract.

## 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 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)
- [42 CFR § 489.102 (advance directives)](https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-G/part-489/subpart-I/section-489.102) (checked 2026-10-22)

## Forms and precedents for this task

| Form or precedent | Kind | AI level | Summary |
| --- | --- | --- | --- |
| [Letter of advice to a prospective retirement village resident on the village contract and disclosure statement (NSW)](https://ailawframework.com/precedents/elder-law-and-powers-of-attorney-guardianship/retirement-village-contract-letter-of-advice.md) | Letter | Yellow | A letter of advice to a prospective resident on a NSW retirement village contract and disclosure statement: what is being bought, the costs in and out, the 14-day rules, the 7 business day… |

Signed-in accounts can read the full text of each one.

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