Client needs assistance preparing estate planning documents. Client and his wife own their home as joint tenants with right of survivorship. Client would like a will naming his daughter as executor, and as the sole beneficiary of his estate. He would also like medical and financial powers of attorney with his daughter named as agent, as well as a living […]
A volunteer is needed to assist Client with drafting powers of attorney, naming her daughter as her agent. Client is bi-lingual with Spanish as her primary language. She is having issues dealing with her bank and also simply wants to be prepared. A volunteer is needed to draft a financial and healthcare power of attorneys in service of clients goals.
Client seeks assistance with a full suite of estate planning documents, including: a will, living will, and healthcare and financial powers of attorney. Client would like to leave the home to her two daughters, and to name her daughter as the executrix of her will. Client would like to name her daughter as agent for her power of attorney documents. […]
Client seeks assistance probating her son’s estate, so that she may obtain full title to her home. Client’s son died intestate in 2022, leaving client and the decedent’s father, client’s ex-husband, as his heirs. Client and her son co-owned a home since moving to Philadelphia in 2007, each with a 50% ownership interest. Upon client’s son’s passing, 25% ownership interest […]
Client seeks assistance probating her father’s estate, so that she may obtain title to her home. Client’s father died intestate in 2020, leaving client and her brother as heirs. Client lived in and cared for her father in the home before his passing. Client states that her father purchased the home with the intent of giving it to her. Client’s […]
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 […]
Client requests assistance with adopting his stepson. Client has acted as stepson’s father since Client and Mother moved in together. The child’s biological father is unknown, and has never been involved in the child’s life. A volunteer is needed to file an adoption petition and represent Client throughout the adoption process.
Client would like a will leaving her home to two of her daughters and her grandchild. Her sister will serve as executor. She would also like her sister to be her financial power of attorney agent. And she would like her other daughter to be her healthcare power of attorney agent. Client is also interested in a living will. A […]