Interest of D.L.

Interest of D.L.: Sometimes the best of estate-planning intentions fall short when circumstances change and the estate-plan does not. 

For many years, our client had cared for a spouse who completed estate-planning in another state who then became unexpectedly ill. While caretaking, our client was forced to allow the spouse's family to move into the home, and they did not treat our client well. Our client was also at risk of losing the home and financial security due to the estate-planning documents that had been created out of state.

With careful review of the estate-planning documents and knowledge of the law, we were able to help our client reach an agreement requiring the family members to vacate the property, restoring our client's privacy and dignity, and allowing our client to remain in the home and receive much needed financial-security.