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Case Type Wills Skills Developed Client Interviewing/Legal Drafting

Case #24-0052096

Client and his sister inherited two properties from their father’s estate. Client lives in one, and sister is responsible for the other. They wanted to be on title to both properties together, and they currently hold title as tenants by the entirety. In making their estate plans, they have decided that they want to own both properties as tenants in common. That way client can leave his interest in both properties to his son, and his sister can leave her interest in both properties to one of her daughters. A volunteer is needed to help client with his estate planning documents. It is encouraged but not required to also help client update his deeds and help sister with her estate planning, which are two separate cases.