Estate Planning Basics for Low-Income Seniors

 View the WEBCAST (taped on October 16, 2018) online anytime. You will be emailed the access information within 1 business day of registering.

The training covers drafting simple wills, advance medical directives, financial powers of attorney, as well as ethical considerations when consulting with clients. Attorneys must agree to prepare two estate plans pro bono within one year of registering. Attorneys will be covered by PBRC’s malpractice insurance and will receive mentoring for their pro bono cases.

You can currently volunteer to offer remote advance planning legal consultations for low-income seniors, which will temporarily replace our estate planning clinics. Volunteer attorneys will sign up for two-hour shifts to provide up to two clients per shift with guidance completing two documents during the course of the consultation: (A) an advance medical directive and (B) a financial power of attorney. Document templates will be provided to the clients ahead of time. Clients will complete the documents themselves during the consultation, with the counsel of the volunteer attorney. Clients will then be responsible for executing the documents themselves. We are not able to prepare wills at this time. PBRC will offer one-on-one support to volunteers via chat during phone consultations with clients.

Questions? Contact Matte Howard at mhoward@probonomd.org or 443-703-3052.