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19-0044290

Submitted on December 5, 2019 in Probate

Client seeks assistance with probating her deceased partner’s estate. Client’s partner died testate in 2018. In his will, client’s partner named client as executrix of his estate and bequeathed all his real and personal property to client, client’s two sons, and client’s granddaughter equally. Both of client’s sons are willing to give interest in the property to client, however, client’s granddaughter is 11 years old and unable to give up her interest because she is a minor. A volunteer is needed to probate partner’s estate, including drafting a deed transferring as much title to client as possible and filing an inheritance tax return.

Core Competencies: Administrative Agency Practice, Client Interviewing, Drafting

19-0043263

Submitted on November 7, 2019 in Intellectual Property, Small Business

Client is an established small business in Philadelphia. Client makes corporate and business-to-business package deliveries. Client specializes in same-day and on-demand delivery for businesses in the Philadelphia metropolitan area. Client seeks assistance protecting the company name, logo, and tagline through filing a trademark.

Core Competencies: Administrative Agency Practice, Drafting

19-0044401

Submitted on December 6, 2019 in Real Property

Client is living in the home of her deceased mother who passed away intestate in 2003. The deceased record owner had 12 children, all of whom signed renunciation letters allowing client to be administrator of the record owner’s estate and all of whom are willing to sign a deed giving ownership of the mother’s home to client. Nine of the heirs live in Puerto Rico, and the other two live locally. A volunteer is needed to draft a deed transferring title to client. Client is Spanish-speaking, interpretation service available upon request.

Core Competencies: Client Interviewing, Drafting

19-0044481

Submitted on November 26, 2019 in Miscellaneous

TEST CASE

Please ignore for referrals

Core Competencies: Alternative Dispute Resolution, Legal Research

19-0043888

Submitted on October 17, 2019 in Probate

Client, who is homebound with a disability and is very responsive, seeks assistance with a probate matter. Client’s home is titled in the name of his deceased brother, who died intestate in late 2017. The deceased record owner had no spouse, issue, or parents when he died, leaving his siblings, client and his sister, as his only heirs. Client is currently seeking a mortgage modification. Client’s housing counsellor has determined that the mortgage will be affordable to client upon modification. Client’s sister, who lives in Georgia, has signed and furnished a renunciation electing client to be personal representative of his brother’s estate. A volunteer is needed to help probate client’s brother’s estate, including transferring title to client and filing an inheritance tax return. Mobile notary is available upon request.

Core Competencies: Administrative Agency Practice, Client Interviewing

19-0044169

Submitted on December 5, 2019 in Deed Transfer

Client seeks assistance with a deed transfer so she can make necessary repairs to her kitchen and bathroom. Client and her ex-partner purchased the home in 1987 as tenants by the entirety. Client’s ex-partner was deported to Cuba in 2008, and client now seeks exclusive ownership of her home. Client’s ex-partner is willing to sign over his interest in the home to client. A volunteer is needed to prepare a deed giving title to client and to file a Tangled Title Fund application to pay for transfer taxes. Client also has an open estate planning case (case 19-0044147). Taking both cases is encouraged but not required.

Core Competencies: Client Interviewing, Drafting

19-0043672

Submitted on November 12, 2019 in Nonprofit

Client is a nonprofit that works to protect a major Delaware Valley watershed and its surrounding resources. Client seeks assistance with trademarking logos for their new environmental watchdog program and their organization as a whole.

Core Competencies: Administrative Agency Practice, Client Interviewing

19-0044109

Submitted on December 9, 2019 in Probate

85-year old client needs help with a probate matter. Client is living in a property owned jointly by her deceased husband and son. The other heirs to the property are client’s two other children, and all three kids agree to give title to client. A volunteer is needed to probate the client’s husband’s estate, including drafting a deed transferring title to client, filing an inheritance tax return, and helping client manage an estate recovery claim. Client is Cantonese speaking; interpretation and translation services will be provided upon request.

Core Competencies: Administrative Agency Practice, Client Interviewing

19-0044061

Submitted on December 2, 2019 in Deed Transfer

Client seeks title to his deceased father’s home. Father left a will that directs the executor of his estate (client’s uncle) to sell the home and divide the proceeds between client and his brother. Both brothers want to remain in the home rather than selling. Client has spoken with his uncle who has expressed a willingness to come to an agreement. An attorney is needed to negotiate with uncle to reach a family settlement agreement and to then help probate father’s estate, including transferring title to client and brother (who also qualifies for services) and filing an inheritance tax return. In the alternative, if a family settlement agreement is unsuccessful, then the attorney may need to file a petition for citation to show case as part of the probate.

Core Competencies: Client Interviewing, Drafting, Negotiation Skills

19-0044147

Submitted on October 22, 2019 in Wills

A 62-year-old client seeks assistance with estate planning documents. She would like to leave her home to her son and her granddaughter, but would like her son to have decision-making power. Client seeks advice on how to best leave an interest in her home to her granddaughter (who is currently a minor) in her will. Client also seeks assistance with a living will that designates her son as her medical agent in the event she is incapacitated. VIP is able to provide free notary services upon request. Client also has an open deed transfer case (case 19-0044169). Taking both cases is encouraged but not required.

Core Competencies: Client Interviewing, Drafting

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