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Case Type Wills Skills Developed Client Interviewing/Counsel and Advice/Legal Drafting

Case #22-0047553

Client seeks estate planning assistance. Client would like a will naming her sister as her executor and leaving her home to her three minor grandchildren with the stipulation that the house not be sold so it remains a family home. Client’s sister will also serve as the trustee for the grandchildren if they are still minors at the time of her death. Client would also like a medical power of attorney naming her sister as her agent. A volunteer is needed to draft these documents in accordance with client’s wishes and to help client properly execute the documents.