please help me with making a developed case. with this scenario Must include Guidelines:

1. Open estate for probate

2. Create appointment for a personal representative

3. Final Accounting to Discharge

4. Create memorandum to address the loan to the sons and Jordyn's request for caretaker

fees.

the rest of the information is included

thank you

MEMORANDUM

TO: Cynthia Boyce, Paralegal

FROM: Christy Powers, Supervising Attorney

DATE: August 2023

RE: Estates and Trust Matter

Please see the following documents provided. If you have any questions regarding this case, please feel free to contact me. I need the developed case returned for my review and your video presentation on November 15, 2023 at 6pm.

Probate - General

Facts: Pop, aka Tim Binion, was a 73-year-old man (DOB: 5/10/1950) who resided in St. Petersburg, Florida. He died intestate on August 1, 2023. He left behind his three children, Jack, 35; Jeff, 32; and Jordyn, 27. Pop owned a cabin in Greensboro, North Carolina and a house in St. Pete. Up until his death, Jordyn was his primary caretaker and had been for around 2 years. During that 2-year period, both sons were given $20,000 each by Pop. Jordyn believes Pop's intent was to give loans and not gifts. This was obviously evidenced by Jordyn's recollection given in her initial client interview. Jordyn wants the loans repaid to the estate. Her brothers disagree.

Jordyn has also presented an additional issue. Being that she had quit her job to care for Pop, she now wants compensation in the amount of $40,000 for the last 2 years. She also expressed that this was Pop's intent.

Guidelines:

1. Open estate for probate

2. I need to make appointment for a personal representative

3. Final Accounting to Discharge

4. I need a memorandum to address the loan to the sons and Jordyn's request for caretaker

fees.

Documents Provided:

1. Client Intake Sheet

2. List of assets

In Re: Estate of Tim Binion

FILE No. 23-009

Nature of Asset Approx. Value (please determine)

Real property (Homestead) & (subject to mortgage) $ 250,000.00

1979 Chevy Impala motor vehicle (with 32K miles) $ 4,000.00

(need to assess actual value)

Household furnishings & personal property $ 5,000.00

Cabin in North Carolina $ 185,000.00

Disney Stock Certificates $ 75,000.00

Bank of America Checking Account $ 8,000.00

TOTAL VALUE: $527,000.00

Initial Client Consultation Interview Form

The purpose of an initial consultation is for the attorney to advise you, the prospectiveclient what, if anything, may be done for you, and what the minimum fee therefore will be. The purpose is not to render a definitive legal opinionas it may be impossible to fully assess a matter within the time frame allotted for a consultation or with the (information or documents) that you may be able to provide at the initial consultation.

One of three outcomes is possible following your consultation.

A. You and the Attorney mutually agree to the terms of representation, or

(After a separate document called an Agreement for Representation is signed, a copy will be provided to you.)

B. The Attorney declines representation, or

C. You decide not to use the services of the Attorney.

Note: The following questions will help us to understand the reason for your visit today. Your responses are protected by attorney/client privilege and will be held in strict confidence.

Name	Binion	Jordyn	A
	Last	First	Middle or Maiden

Address	1234 Raintree Dr	St. Petersburg	Fl	33713
	Number Street	City	State	Zip

Home Phone

(

727

)

794-3345

Briefly explain what you may need advice about or assistance with today: My dad died on 8/1/23. He did not have a will. I cared for him for 2 years and did not work because of that. My 2 brothers, Jack and Jeff, borrowed $20 grand each and they need to repay his estate. They claim is was a gift. Pop had a lot of assets. We need his estate cared for.

Are there other parties involved? (Examples: a friend, an employer, a neighbor, signor of a contract, etc. This should include people or parties on either side of your issue)

Party: Jack Binion Relationship: Brother

Party: Jeffrey Binion Relationship: Brother

On the lines below, list the documents (papers) that you think may help us to understand the issues.

(1)n/a (2)________________________________________________________________

(3)________________________________________________________________

(NOTE: Any documents you supply that are important to your matter will be photocopied, with your permission, and your originals returned to you at the conclusion of the initial interview.)

Ideally, if things turn out precisely the way you want, what would the outcome be? I am the personal representative. Or at least I should have been named as such if there was a will. The boys' loans need to be repaid and I am compensated for taking care of Pop.

Knowing that there are no guarantees, what can you accept? Personal representative of the estate.

Please classify your urgency in concluding this matter? (Check One)

[X ] Critical - Personal safety or continuation of business depends on it.

[ ] Very important - severe hardship, personal or financial inconvenience if matter is not

resolved quickly.

[ ] Important - Matter interferes with business or personal financial stability.

[ ] Needs to be done, but no immediate hardship in the interim.

[ ] Just thought I'd see if it was worth pursuing, but I'm not counting on anything

[ ] Just wanted to know what my rights are? I'll then let you know after I think about it.

If the matter involves payment to you of money you feel you are owed, how long can you wait before not getting paid? 1 year

(Days, Weeks, Months, Years)

Are we the first attorneys you have consulted regarding this matter? [ X] Yes [ ] NO

If No - Why didn't you hire their services? __________________________________ ________________________________________________________________________________________________________________________________________________

Have you ever been represented by an attorney before? [ ] Yes [ X ] NO

If Yes - Please state the circumstances _____

How will you pay for your attorney's fees in this matter?

[ ]Check today [] Cash today [ ] Contingency Fee [ ] On Account

[ ] Credit Card Credit Card No.______ ___________________ Expr. Date ______

Marital Status: [ ] Married [X ] Single [ ] Divorced [ ] Widowed [ ] Separated

Driver's License # Social Security # 333-48-9857

Are you known by any other names? [ ] Yes [X] No

If yes what name(s)______

(A fictitious name, a nickname, a former name,

your maiden name etc.)

Where are you employed? No where

May we contact you there? [ ] Yes [ ] No Phone No.

If your mail is returned as undeliverable or your telephone service terminated, please provide the name of someone (friend or relative) you believe will always know how to contact you.

Name_________________________________ Relationship ______________________

Address _________________________________ Phone No. (___)__________________

City____________________________________ State & Zip ________________ _____

How did you learn of our office? [ ] A friend [ ] Yellow Pages [ ] Bar Referral

[ ] Our Web Page [ X ] Former client [ ] Other

PLEASE READ CAREFULLY & Sign Below

Following your initial interview, if you agree to hire the Attorney, and the Attorney agrees to represent you, you will both sign an Agreement for Representation. The Agreement for Representation will set forth the terms and conditions of representation.

If the Attorney is willing to represent you and you decide not to sign an Agreement of Representation today, you are strongly urged to schedule a second appointment with the Attorney at the earliest possible time or to immediately consult with other legal counsel to protect your rights.

NOTICE: This officedoes not represent you with regard to the matters set forth by you herein in this information sheet or discussed during your consultation, unless and until, both you and the Attorney execute a written Agreement for Representation.

If the Attorney does not agree to represent you, this includes not representing you with regard to the matter set forth by you on this information sheet, or any other mattersyou may discuss with the Attorney during your consultation. If your legal problem(s) involve a potential lawsuit, it is important that you realize a lawsuit must be filed within a certain period of time called a Statute of Limitations. Therefore, the Attorney strongly urges you to immediately consult with another attorney to protect your rights. The Attorney's decision not to represent you should not be taken by you as an expression regarding the merits of your case.

Your signature acknowledges only that you received a copy of this completed information sheet and does not mean you have hired the Attorney.

SIGNATURE /s/ Jordyn Binion August 15, 2023

***********************************************************************

This portion to be completed by the Attorney

[ X ] Will represent

[ ] Will investigate and report (Schedule a follow-up conference for ____days)

[ ] Representation declined - Letter of declination will be sent.

[ ] Party will "think about it" and get back with us - No action to be taken and party was so informed.

[ ] Client declined Representation at this time.

Interviewed by Christy Powers, Esq this 15^th day of August, 2023.

Notes: n/a