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Case Type Wills Skills Developed Client Interviewing/Legal Drafting

Case #26-0115709

Client seeks assistance in drafting a will, financial power of attorney, healthcare power of attorney, and living will. Client would like to name her two eldest sons as co-executors in her will. She owns two properties: one she would like to leave to her youngest son, and the other she would like to leave to her two middle sons as tenants in common. She would like her residuary estate to be split evenly amongst all five of her sons. Additionally, she would like to include a provision that the two homes stay within the family for future generations. Client would like to name her niece as her agent on both power of attorney documents. A volunteer is needed to draft these documents in accordance with Client’s wishes.