19-0043343

Client seeks assistance drafting estate planning documents. Client and her longtime partner own their home as joint tenants with the right of survivorship. Client would like a will that provides for the transfer of the property to her son in the event that her partner...

19-0043258

92-year-old client seeks assistance with drafting estate planning documents. Client would like an advance healthcare directive and to designate her daughter as her agent under a power of attorney. A volunteer is needed to draft these documents.

19-0043945

Client, a 22-year-old highly functioning woman with autism, seeks assistance with drafting powers of attorney. Client received a large settlement from a tort case when she was a minor that resulted in a court-established Special Needs Trust. A corporate trustee was...

19-0043751

Client, who suffers from heart issues and has undergone many surgeries, seeks assistance drafting healthcare and financial powers of attorney. He would like to name his mother as the primary agent, and his sister as the secondary agent, in both advance planning...

18-0042726

Client seeks assistance drafting estate planning documents. Client would like to leave her home and abutting lot, which she also owns, to her three children equally. She would like to name her eldest daughter Executrix of her estate. Client seeks advice deciding which...

19-0043704

71-year-old client seeks assistance with drafting estate planning documents. Client would like to leave her home to her son and designate him as her agent under a power of attorney. Client would also like an advance health care directive. A volunteer is needed to...

19-0043291

Client, a homeowner, seeks assistance drafting a will and healthcare and financial power of attorney documents. Client prepared a will previously but needs to make numerous changes. Client would like to name her daughter the sole beneficiary in her will. She seeks to...

19-0043438

Client seeks assistance drafting estate planning documents. Client would like to leave his home to his two daughters in equal shares. He would like to name his eldest daughter Executrix of his estate. Client would also like assistance drafting a general power of...

19-0042867

Client seeks assistance drafting estate planning documents. Client would like to designate his close friend and home health aide as his financial and medical power of attorney. Client seeks advice about possibly preparing an advance healthcare directive as well....
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