Case Overview
- Our client’s stepmother passed away in late 2019, leaving the majority of her estate to her nephew.
- In her last Will and testament, the deceased left a legacy to our client of just $20,000.
- During negotiations, we were able to resolve the matter for the sum of $350,000.
Our client had lived with and relied upon the deceased for many years as a teenager. They had developed a close and loving relationship. After our client moved out of the deceased’s home, he continued to regularly call and visit his stepmother, assisting her around the home and with any additional care that she needed. He viewed and treated the deceased as if she were his biological mother. This was unfortunately not reflected in the benefit left to him under her Will.
In her last Will and testament, the deceased left a legacy to our client of just $20,000. Her estate, worth approximately $1.7m. was left to her nephew who had also provided her with assistance during her lifetime.
Our Approach
The Result
During Negotiation, we agreed to resolve the matter for the sum of $350,000.
Richele Nelsen
Partner
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