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

Case #22-0047759

Client seeks assistance with a will. Client and her nephew own the home she lives in as joint tenants with right of survivorship. Client is aware of the impact this may have on her ability to bequeath the home but wants to be prepared if she should pass second. Client would like to leave her interest in her home to her minor great-nephew with special needs, leave a sum of money to another minor great-nephew, and name her niece as executor of the estate and trustee for the minor beneficiaries. A volunteer is needed to draft this document in accordance with client’s wishes and assist her in properly executing it.