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

Case #22-0047764

Eighty-seven-year-old client seeks assistance with estate planning documents. Client would like a will leaving her assets to her son and daughter and would like daughter to be the executrix of the estate. Client is interested in learning more about a living will, healthcare power of attorney, and financial power of attorney and will require counseling in this regard. A volunteer is needed to provide advice and counsel to client, draft documents in accordance with client’s wishes, and assist client in properly executing the documents.