Draft a will project
This is a very serious assignment and instructions must be followed perfectly. I will attach everything needed for this assignment but nothing can be wrong.
PLA4607 Draft a Will ProjectStudent Name: [Type your name here.]Date: [Type the date here.]IMPORTANT: Before you begin this Will Project, read this entire document and the Will Project Rubric to ensure your full compliance with the Will Project requirements.This project consists of one hypothetical Will scenario from which you will prepare a client’s will for the attorney to review and provide a supportive memorandum for the attorney explaining your reasoning for drafting the will the way that you did. This Will Project is worth one hundred (100) points. Read the scenario carefully. There is no time limit on this Project; however, it is designed to take 3-4 hours. Your project should be formed with complete sentences. Be detailed and thorough in your review of the Wills Project Rubric prior to preparing your response. Excessive spelling and grammatical errors will affect your overall grade. The Rubric outlines the required materials for this project. Save this document and type your answers directly into this document. Be sure to include your name and the date at the top of this page in the area provided.In order for your Will Project to be graded, you must also provide your name and the date at the end of the Project where the Project honor statement is provided. Submit your completed Will Project as an attachment to this Assignment box no later than 11:59 p.m. Central Time on Friday, April 16, 2021. Please do not wait until the last minute to attach and submit your Project. Carefully read and review the following Will scenario. Identify all of the issues and prepare a Will. Include an introductory memorandum for your boss, Attorney Brent Seaver, that explains why you (and Paralegal Megan Helpsalot) drafted the Will the way you did for Mr. Brad Martin (the client). Be sure to identify applicable laws, rules, terms, definitions, and examples from class materials and your research that we’ve reviewed this semester in Wills, Estates & Trusts. Your memorandum for Attorney Seaver should provide support and structure for the will you’ve drafted. Point value: 100 pointsHypothetical Will ScenarioOn January 12, 2021, Attorney Seaver and Ms. Megan Helpsalot, a paralegal in the Pensacola law office of Dixon & Seaver, LLC, met with a new client. The client, Mr. Brad Martin, requested their help to prepare his will. Mr. Martin introduced himself and shared some personal information:”My name is Brad Martin and I live 775 Brentwood Lane, Pensacola, FL 32505. I just turned fifty years old. I dont have a will, but I need to get my affairs in order. My wife, Gloria, is also fifty and we have a daughter named Lydia. Lydia is nineteen and our
2only child. My wife and Lydia are very close and I know that they will take good care of each other if something happens to me. I want my wife to be comfortable and not have to work. I’ve worked hard to provide for my best girls and want to structure my will to maximize their comfort for many years to come.”Mr. Martin submitted personal documents to the firm so a record of his personal and business information could be created. In anticipation of the next meeting with Mr. Martin, Ms. Helpsalot reviewed the packet of information that Mr. Martin compiled and discovered the following:Mr. and Mrs. Brad Martin have lived in Escambia County, Florida for thirty-nine years and own their home. He has a net worth of $5,000,000 and $1,000,000 of that total is in real estate. The Martins have two burial plots in Bayview Memorial Park in Pensacola and want to utilize the Bayview Chapel and the casket, burial and funeral services of the local funeral home when their time comes. It is important to Mr. Martin, as an organ donor, that his vital organs be donated upon his death (even though he hasn’t expressed this desire to either Mrs. Martin or Lydia). He has thought about paying for funeral services in advance, but just hasnt gotten around to it.The Martins daughter, Lydia Martin (address: Argo Hall/UWF, 11000 University Pkwy, #4A, Pensacola, FL 32514) is a junior at the University of West Florida (UWF). She transferred to UWF after two years at Florida State University (FSU) and already has significant student loans. All three members of the Martin family are active members of the First Baptist Church of Pensacola (500 N. Palafox Street, Pensacola, FL 32501) and Mr. Martin has listed five church ministries that he wants to receive $100,000 (each) from one of his bank accounts. Mr. Martin is the head of the household and wants to ensure that Mrs. Martin will receive all of his estate upon his death, except for specific gifts he leaves to others. He also wants his wife and Lydia to own their home if something happens to him. He wants his executor to pay off the existing mortgage from the assets of his estate immediately upon his death. Mr. Martin has multiple checking accounts in his name only. He has written specific instructions regarding his safety deposit box locations, his retirement pension, his stocks and bonds, his coin collection, his golden labrador, his lake house, and has included the name and phone number of his stockbroker and accountant. His wife is listed as his beneficiary on his retirement, investment, and insurance accounts.Mr. Martin was specific in that he wants his brother, Mark Martin, to serve as the personal representative of his estate and doesn’t want Mark to have to post bond if there is another option. His brother, Mark, lives down the street from Mr. Martin at 1575 Brentwood Lane, Pensacola, FL 32505. If Mr. Mark Martin dies before Mr. Brad Martin, then Mr. Brad Martin wants his sister, Miss Christina Martin (address: 155 Brentwood Lane, Pensacola, FL 32505) to serve as his personal representative.Mr. Martin also wants to leave his lake house and adjoining lot (address: 8800 Fort Royal Drive, Gainesville, GA 32506), located in Lake Lanier, Georgia, to his brother Mark. If his brother dies before Mr. Martin does, Mr. Martin wants his lake house to go to the best man in his wedding, Mr. Jason Bell (address: 855 Destin Commons, Destin, FL 32541). Mr. Martin plans to leave his primary vehicle and $200,000 to his daughter
3Lydia, to provide reliable transportation and help her pay off her student loans. Mr. Martin wants to give his rare coin collection to a neighbor boy, Ben Painter (address: 555 Brentwood Lane, Pensacola, FL 32505). Ben is only ten years old and Mr. Martin is not sure what he needs to do to ensure Ben gets the coin collection. Mr. Martin wants to leave his dog, Gonzo, and $50,000 from one of his bank accounts to his sister, Christina Martin, so that she has the means to provide and care for his beloved dog, Gonzo. Mr. Martin further noted that in his will, that he wants to ensure that Mrs. Martin and Lydia will be protected from unbearable death taxes in compliance with Florida probate laws and rules. He wants to provide an allowance for both Gloria and Lydia during the initial months after his death to help with their transition and grief. Mr. Martin has reflected on the gifts he has listed and wants to ensure that the remainder of his estate goes to his surviving spouse, Mrs. Gloria Martin. If Mrs. Martin dies before Mr. Martin, he leaves the remainder of his estate to his daughter, Lydia Martin.Mr. Martin concluded his summary of information by sharing that he had talked with his buddy in the Escambia County Clerk’s Probate Office and felt good about his decision to talk with Attorney Seaver. Mr. Martin is confident that Attorney Seaver has the qualifications to help him protect his familys future.Draft a Will and Supportive Memorandum for Attorney SeaverHow should you and Ms. Helpsalot summarize the main issues and draft a will for review and discussion with Attorney Seaver? 1) Prepare a will for Mr. Martin for your review and discussion with Attorney Seaver, and 2) provide a supportive memorandum for Attorney Seaver that explains why you (and Ms. Helpsalot) drafted the Will the way you did for the client. Be sure to identify applicable laws, rules, terms, definitions, and examples from class materials and research you’ve conducted this semester (include both URLs and current events to support your reasoning). There is no limit to the length of your will or your memorandum to Attorney Seaver. Remember to address the points referenced in the Wills Project Rubric.Your submission of this document indicates your compliance with the UWF Honor Code and agreement with the following statement:On my honor, I have neither given nor received unauthorized information regarding this work. I am unaware of any violation of the UWF Honor Code by others.[Type your name here].[Type the date that you submit the exam here]
THIS IS ATTACHED IN A DOCUMENT TOO.
PLEASE READ ALL INSTRUCTIONS AND LOOK AT THE RUBRIC AS THERE HAS TO BE 15 REFRENCES.
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