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Volunteers needed at our 2-part estate planning clinic on June 21 and July 20 from 5-8 pm.
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Index:

23-0049950

59-year-old disabled client is interested in getting a will. Client would like to name his sister-in-law as his executor. He wants to give all of his property, including his home, to his two step-children equally. A volunteer is needed to draft the document according to client’s wishes.

23-0049875

Client, who has lived in her home for over 15 years, is ill and is interested in obtaining estate planning documents. She would like to leave her property to her daughter, who is her caretaker, and would like to learn about other advance planning documents. Client also has a mortgage satisfaction case open in our office. A volunteer is encouraged, […]

23-0049756

A returning Philly VIP client needs a creative attorney to negotiate the most affordable way for him to remain in his home as a co-tenant. Client shares ownership to his home as co-tenants with his ex-wife’s surviving second husband. His co-tenant is now seeking to either collect rent from client for his sole occupancy of the property, or force client […]

23-0049876

Zoning- Client is an event specialist that rents out specialty items like cotton candy machines and photo booths. Business owner is expanding her venture, and recently acquired property in Strawberry Mansion, with plans to rent the space to private parties as an event venue. The property was previously a religious center and is zoned as mixed-use. Client needs the help […]

22-0047759

Client seeks assistance with a will. Client and her nephew own the home she lives in as joint tenants with right of survivorship. Client is aware of the impact this may have on her ability to bequeath the home but wants to be prepared if she should pass second. Client would like to leave her interest in her home to […]

23-0049129

Communicative and warm seventy-two-year-old client seeks assistance obtaining title to her home so that she can qualify for repair assistance. Client’s father and mother, after whom she was named, owned the home as tenants by the entirety and passed in 1995 and 2011, respectively. Client’s mother left a will with a residual clause leaving the home to client and her […]

23-0049176

Client seeks assistance with estate planning documents. Client would like a will leaving her home and the adjacent side lot to her daughter, and naming her daughter as executrix. Client is also interested in a living will and financial and medical power of attorney documents, naming her daughter as the agent. A volunteer is needed to counsel Client and draft […]