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19-0043007

Submitted on June 11, 2019 in Guardianship

Client seeks co-guardianship of her 16-year-old stepson’s estate. Both of stepson’s biological parents died in 2018, and stepson is the beneficiary of his father’s life insurance policy. Client, who is a senior living on a fixed income, needs to access the insurance policy proceeds for stepson’s living expenses. A co-guardian is available. A volunteer is needed to assist client with becoming co-guardian of her stepson’s estate.

Core Competencies: Courtroom Experience, Draft Pleadings

19-0043033

Submitted on July 11, 2019 in Wills

Client seeks assistance drafting and executing a will leaving his property to his children. Client has a companion case, #19-0043322, seeking assistance with a deed transfer case to eliminate “South Philly Trust” language in his current deed. Taking both cases is encouraged, but not necessary.

Core Competencies: Client Interviewing, Drafting

19-0043029

Submitted on April 22, 2019 in Probate

Client seeks assistance with a probate matter. Client is living in a property owned by his two sisters and himself. One sister died intestate in 2015, leaving client and living sister as her only heirs. Client’s living sister agrees to give up her interest in the property to client, and agrees to sign a renunciation that elects client to administer his deceased sister’s estate. Client wants to share title with his wife. A volunteer is needed to help client probate his sister’s estate and to draft a deed transferring title to client and client’s wife.

Core Competencies: Administrative Agency Practice, Client Interviewing

19-0043291

Submitted on July 1, 2019 in Wills

Client, a homeowner, seeks assistance drafting a will and healthcare and financial power of attorney documents. Client prepared a will previously but needs to make numerous changes. Client would like to name her daughter the sole beneficiary in her will. She seeks to name that same daughter her agent under healthcare and financial powers of attorney. She also wants to name another daughter her co-agent under healthcare power of attorney but could use some counsel on this issue.

Core Competencies: Client Interviewing, Drafting

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