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Case Type Wills Skills Developed Client Interviewing/Counsel and Advice

Case #26-0114455

Client seeks a consultation regarding her estate planning documents. Client had a living trust drafted and executed in 2025. Her goal was to protect her assets, primarily her small business and her home, for her children. The trust is drafted with several inconsistencies. Client has some questions about the effects of the document. A volunteer is needed to review the document and discuss it with client.