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2009 News Articles › Wilmington Area Wills for Heroes May 30
Wilmington Area Wills for Heroes May 30
Article Date: Monday, May 25, 2009
The Young Lawyers Division of the North Carolina Bar Association will be
holding a Wills for Heroes event in eastern North Carolina on Saturday, May 30,
at the McKeithan Center at the North Campus Cape Fear Community College in
Castle Hayne, which is located at 4500 Blue Clay Road, just north of
Wilmington.
This event will begin with the first appointments at 10 a.m. and lasting
until approximately 5 p.m. (with the last appointments scheduled for 4 p.m.) No
prior estate planning background is required to serve as an attorney or
non-attorney volunteer.
First responders who wish to schedule an appointment should contact Susan
Pate, Wilmington Police Department Program Specialist, via telephone at (901)
342-2743 or via email at Susan.Pate@wilmingtonnc.gov.
Licensed
N.C. attorneys are needed to draft the wills. First responders are provided with
a questionnaire to fill out beforehand, and it corresponds with the fill in the
blank HotDocs software used to draft the estate planning documents. Notaries,
witnesses and people to help entertain the children of first responders are also
needed.
“We would like everyone to volunteer all day if possible,” stated Clark
Walton and Susan Finch who serve as co-chairs of the YLD Wills for Heroes
Committee. “But we appreciate any time that you can volunteer. If you can only
volunteer for part of the day, please indicate if you would like to volunteer
for the morning session (9 a.m. – 1 p.m.) or the afternoon session (noon – 5
p.m.)
Training for this event is scheduled at 9 a.m. for morning session
and all day volunteers, and at noon for afternoon volunteers. During this time,
there will be about 30 minutes of training on basic N.C. law regarding wills,
and about 30 minutes of practicing on the computers using HotDocs software in
case there are any questions.
“If you are a licensed attorney practicing in the area of trusts and
estates,” the co-chairs added, “please let us know if you would be willing to
help with the training. In addition, if you are experienced in the area of
trusts and estates, you will serve as a floater during the actual event to
answer any questions that the other attorneys drafting the wills may
have.”
Additional materials will be e-mailed to those who sign up to
participate; however, prior to the event date it will also be helpful to review
the following “This is the Law Pamphlets” available on the NCBA Web site:
(1) Living Wills and Healthcare Powers of Attorney http://www.ncbar.org/public/publications/pamphlets/livingWills06.pdf;
and
(2) Protecting Your Assets: Wills, Trusts, and Powers of Attorney http://www.ncbar.org/public/publications/pamphlets/protectingYourAssets06.pdf
“As you can see, there is plenty to do and we need as much help as
possible,” the co-chairs concluded. “If you or someone you know (including
non-attorney staff members at your work or friends) would like to volunteer for
either or both of these events, please fill out the questionnaire below and
email your responses to Jacquelyn Terrell at the NCBA at sections@ncbar.org.
“Please let Jacquelyn know whether you are a licensed N.C. attorney, whether
you are a notary, whether you have estate planning experience, and the amount of
time that you are available to volunteer.”
Additional questions should be directed to Clark Walton by e-mail
(cwalton@mayerbrown.com) or by
telephone at (704-444-3601); or Susan Finch by email (sfinch@susanfinchlaw.com) or by telephone at
(919-624-9772).
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NAME:____________________________
FIRM: ____________________________
STATE
BAR NUMBER (if applicable): ______
TIME AVAILABLE (All Day, Morning, Afternoon, or Other):
All Day: 9 a.m. – 5 p.m.: __________
Morning: 9 a.m. - 1 p.m.
__________
Afternoon: Noon – 5 p.m. _________
If Other, please note specific time you are available:
_____________________________
Do You Have Prior Estate Planning Experience? ____
Are You a Notary? _________