Case #23-0163962

(Intermediate) ESTATE PLANNING. The prospective client (pc) is seeking legal assistance to draft a will. Pc is married but separated. PC has never done a will before. PC wants to make sure her adopted son with a disability is cared for after her death. She also wants to devise her estate to a close friend who PC considers like a niece. PC is co-guardian to her adopted son along with her friend/niece. PC owns shares in a co-op and wants to ensure these go to her friend/niece so that she and her son can continue living in the co-op after PC’s death. Some special needs planning may be required. Pc has not executed any power of attorney documents, living wills, or other estate planning materials but is interested in receiving more information on these matters.

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