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Case Type Probate Skills Developed Client Interviewing/Legal Drafting/Working with Government Agencies

Case #19-0044575

75 year-old client seeks assistance getting title to his home, which is in the name of his wife who died intestate in 2018. Deceased record owner and client had three children, all of whom are in agreement that client should have full title. In 2019, client’s daughter opened the deceased record owner’s estate and received Letters of Administration. The deceased record owner was receiving Medical Assistance at her time of death. A volunteer is needed to help client get full title to the home, including drafting a deed transferring title to client, helping client apply for an undue hardship waiver or deferment for the estate recovery claim, and filing an inheritance tax return for his wife’s estate. Client is Spanish-speaking; interpretation services are available upon request.