19-0043376

Client is living in a home owned by his deceased grandmother. Grandmother died testate in 2018 with a will devising the property to two of her six children and a codicil that devises the property to a third and then a fourth child in the event the first two reject the...

19-0043628

Client is an established nonprofit organization. Client’s mission is to improve the overall quality of life in a Philadelphia neighborhood. Client is a Community Development Corporation, offering utility assistance programs, housing counseling, a Neighborhood Advisory...

19-0043682

Client is a full service travel agency specializing in culinary travel, romantic getaways, and destination weddings. Currently, services are moving towards a local (Philadelphia) aspect. Client is currently under contract by a host agency. Client seeks assistance...

19-0043490

Client, who has sole custody of her three-year-old granddaughter, seeks assistance with a deed transfer and inheritance tax filing. Client is living in the property owned by her deceased mother. Client’s mother died in 2016, leaving client as her only heir. Client has...

18-0041905

Client lives with her two grandchildren in a property owned by her late husband, who died intestate in 2014. Client has already been named Administrator of her husband’s estate. Client needs her name on the deed to qualify for a basic repairs assistance grant....

19-0043102

Client, 73-years-old, seeks assistance preparing power of attorney documents. Client would like his friend and caretaker, who lives with him and whom he considers his niece, to be his agent under a general power of attorney. He would like his niece’s daughter, who...

19-0043438

Client seeks assistance drafting estate planning documents. Client would like to leave his home to his two daughters in equal shares. He would like to name his eldest daughter Executrix of his estate. Client would also like assistance drafting a general power of...

19-0043514

Client, who is 87 years old, seeks assistance drafting a will. Client owns one-half of her property, and her son owns the other half. Client would like to devise her portion of the property to her great-grandson, who is a minor. She would like to name the person with...

19-0043513

Client seeks guidance regarding advanced planning documents. Client, who is 72 years old, would like a will devising her property to her five children. She would also like healthcare and financial powers of attorney (POAs). Client would like to name her youngest...

19-0043510

Client, a 66-year-old Vietnam War Veteran, seeks assistance drafting estate planning documents. Client would like a will, advance healthcare directive, and financial and healthcare powers of attorney (POA). Client would like to name his fiancé the executrix of his...

19-0043165

Client seeks assistance drafting a healthcare power of attorney and a financial power of attorney. Client would like to name her sister as the agent for both advance planning documents. A volunteer is needed to prepare and execute these documents for the client.

19-0043310

Client is a new small business that will be a neighborhood bagel shop featuring traditional water-boiled bagels and sandwiches, as well as provide a selection of coffee and treats. Client wishes to focus on local food paths and connecting with producers and farmers in...
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