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Case Type Wills Skills Developed Client Interviewing/Legal Drafting

Case #22-0047802

Client has a will leaving her home to two of her children but recently decided it was unfair and would like all four of her children to receive her property. She has also thought through what should happen if one of those children pre-deceases her and chosen a child who she wants to name executor of her estate. She would also like a financial power of attorney and advance healthcare directive. One of client’s children is very helpful in getting her mom on the phone and getting appointments scheduled, but client is also very involved. A volunteer is needed to draft client’s estate planning documents and help her properly execute them.