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Volunteer Attorney Helps with Estate Planning for Sailor and his Disabled Brother

January 30, 2017

A Navy servicemember, whose parents were deceased, was the guardian of his incapacitated adult brother. The sailor wished to name his brother as beneficiary in his will and create a special needs trust for his brother’s benefit. The sailor’s military legal assistance attorney was not permitted to prepare the trust and therefore referred the case to the ABA Military Pro Bono Project, which placed the servicemember with an experienced pro bono attorney.

The sailor’s attorney was able to explain the estate process to him and ultimately draft a will with a special needs trust naming his brother as the beneficiary.  In addition, the pro bono attorney also drafted a durable power of attorney, medical power of attorney, living will, and an appointment of agent for disposition of remains naming the sailor as agent.

After the documents were completed and drafted, the servicemember’s attorney forwarded the documents to his military legal assistance attorney who arranged for the client to sign and execute the documents on base. With the expertise of his pro bono attorney, the sailor was able to return to his military duties with the comfort that the necessary paperwork was in place for him to properly make decisions for and benefit his disabled brother.

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