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Case Type Wills Skills Developed Client Interviewing/Legal Drafting

Case #22-0047926

Client seeks assistance with estate planning documents. Client would like a will leaving her home to her daughter and grandson. Client would like her daughter to be the executor of her will. Client would also like a living will and financial and medical powers of attorney naming her daughter as agent. Client would like her step-daughter to be her secondary agent. A volunteer is needed to draft the documents following the client’s wishes. Client’s husband also has an open estate planning matter; while it would be ideal for a volunteer to take both cases, it is not required.