Are you facing the challenging process of managing a loved one’s estate in the Pleasant Grove, Utah area? Look no further than the experienced and knowledgeable probate attorney specializing in the intricate field of probate law. With their expertise, you can navigate through the entire probate process smoothly, ensuring that all legal obligations are met and your loved one’s final wishes are carried out appropriately. From estate administration to proper asset distribution, this talented attorney is dedicated to providing you with the utmost support and guidance during this emotional time. Trust in their expertise to alleviate your burdens and offer peace of mind as you handle the important matter of probate.

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About Probate Attorney Pleasant Grove Utah

At Probate Attorney Pleasant Grove Utah, we have years of experience and expertise in handling probate cases. We understand the complexities of the probate process and are well-versed in Utah probate laws. Our team is committed to providing our clients with professional and compassionate legal representation throughout the entire probate administration process. With a proven track record of success and a client-centered approach, we strive to exceed our clients’ expectations.

Experience and Expertise

With our extensive legal knowledge and experience in probate law, we are equipped to handle even the most complex probate cases. Our attorneys have successfully represented numerous clients in probate administration, estate planning, will and trust creation, asset protection, and guardianship and conservatorship matters. We stay up-to-date with the latest developments in probate laws to ensure that our clients receive the most effective legal solutions tailored to their specific needs.

Understanding the Probate Process

Probate is the legal process through which a deceased person’s assets are distributed and their debts are settled. It involves various steps, including asset identification and evaluation, debt settlement, and distribution of assets. Our team of experienced probate attorneys will guide you through each step of the probate process, ensuring everything is done accurately and efficiently. We understand the importance of navigating the probate process smoothly, minimizing complications, and preserving the integrity of the estate.

Knowledge of Utah Probate Laws

Utah has specific probate laws that govern how the probate process is conducted in the state. Our probate attorneys have in-depth knowledge of these laws and stay updated with any changes or updates. We understand the intricacies of Utah probate laws and how they can impact the administration of an estate. With our expertise, we can help ensure that the probate process is carried out in compliance with all applicable laws and regulations.

Client Testimonials

Our satisfied clients speak to the quality of our services, expertise, and dedication. Here are a few testimonials from our clients:

• “Probate Attorney Pleasant Grove Utah provided exceptional legal representation throughout the probate process. They were knowledgeable, professional, and always available to answer my questions. I highly recommend their services.” – John D.

• “I had a complex estate planning situation, and Probate Attorney Pleasant Grove Utah helped me create a comprehensive estate plan that met all my needs. They took the time to explain everything to me and made sure I understood all my options. I am extremely grateful for their expertise and guidance.” – Sarah K.

• “Probate Attorney Pleasant Grove Utah handled my guardianship case with compassion and professionalism. They helped me navigate the legal complexities and ensured that my loved one’s best interests were protected. I cannot thank them enough for their dedicated service.” – Emily T.

These testimonials are a testament to our commitment to providing exceptional legal representation and personalized service to our clients.

Services Offered

At Probate Attorney Pleasant Grove Utah, we offer a wide range of services to meet our clients’ probate, estate planning, asset protection, and guardianship needs. Our dedicated team of attorneys is here to assist you with:

Probate Administration

Our probate administration services include overseeing the entire probate process, from filing the necessary paperwork to distributing the assets to the rightful beneficiaries. We work closely with executors, administrators, and beneficiaries to ensure a smooth and efficient probate administration.

Estate Planning

Estate planning is crucial for individuals who want to protect their assets, provide for their loved ones, and minimize estate taxes. Our attorneys will work with you to create a comprehensive estate plan tailored to your unique circumstances and goals.

Will and Trust Creation

Creating a will or trust allows you to dictate how your assets will be distributed after your passing. We have extensive experience in drafting and reviewing wills, as well as creating revocable and irrevocable trusts. Our attorneys will guide you through the process and ensure that your wishes are legally valid and properly documented.

Asset Protection

Preserving your wealth and protecting your assets for future generations is essential. Our asset protection services include establishing trusts and implementing strategies to minimize creditors’ claims, avoid probate costs and delays, and protect your assets from lawsuits.

Guardianship and Conservatorship

If you need assistance in appointing a guardian for minor children or managing the finances and healthcare decisions of a loved one, our guardianship and conservatorship services can provide the guidance you need. We will help you understand the legal requirements and ensure that the best interests of those involved are protected.

Our comprehensive range of services allows us to meet the unique needs of our clients, providing them with the peace of mind and confidence that their legal matters are in capable hands.

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Probate Administration

Overview of Probate Administration

Probate administration is the legal process through which a deceased person’s assets are distributed and their debts are settled. It involves various steps, and it is important to have an understanding of how the process works.

During probate administration, the court oversees the process to ensure that assets are distributed according to the deceased person’s will or, if there is no will, according to the state’s intestacy laws. The court also verifies the validity of the will, appoints an executor or personal representative to manage the estate, and ensures that debts and taxes are paid.

Roles and Responsibilities of the Executor

The executor, also known as the personal representative, is responsible for managing the estate during probate administration. Their duties include:

• Gathering all necessary documents, such as the deceased person’s will, financial records, and any relevant contracts or agreements.

• Identifying and locating all the deceased person’s assets, including bank accounts, real estate, investments, and personal property.

• Notifying creditors, beneficiaries, and other interested parties about the probate proceedings.

• Paying off the deceased person’s debts, including funeral expenses, taxes, and outstanding bills.

• Distributing the remaining assets to the beneficiaries named in the will or according to the state’s intestacy laws.

The executor has fiduciary duties and is legally obligated to act in the best interests of the estate and its beneficiaries. It is essential to have a competent and knowledgeable attorney who can guide the executor through these responsibilities.

Asset Identification and Evaluation

During probate administration, all of the deceased person’s assets need to be identified and evaluated. This includes bank accounts, real estate, investments, vehicles, valuable personal items, and any other assets owned by the deceased.

To ensure a thorough asset identification process, it is necessary to review the deceased person’s financial records, including bank statements, brokerage statements, and property deeds. An accurate evaluation of the assets is crucial for proper distribution to the beneficiaries and for tax purposes.

Debt Settlement

Settling debts is an important part of the probate administration process. The executor is responsible for paying off the deceased person’s debts using the assets of the estate. This includes funeral expenses, outstanding bills, taxes, and any other valid debts.

Creditors must be notified of the probate proceedings and given an opportunity to submit claims against the estate. The executor is then responsible for reviewing the claims, ensuring their validity, and paying them from the assets of the estate.

Distribution of Assets

Once all debts and expenses have been settled, the remaining assets of the estate can be distributed to the beneficiaries named in the will or according to the state’s intestacy laws. Distribution may involve transferring ownership of assets, selling assets and distributing the proceeds, or other appropriate methods as dictated by the will and applicable laws.

The executor is responsible for overseeing the distribution process, ensuring that it is carried out according to the deceased person’s wishes or the relevant legal requirements. It is important to have a clear understanding of the distribution process and to work closely with an experienced probate attorney to ensure that the distribution is done accurately and in compliance with the law.

Estate Planning

Importance of Estate Planning

Estate planning is the process of making arrangements for the management and distribution of your assets in the event of your incapacity or death. Many people perceive estate planning as something necessary only for the wealthy, but the truth is that everyone can benefit from having an estate plan in place.

Estate planning allows you to protect your assets, provide for your loved ones, and minimize the financial and emotional burden on your family during difficult times. Without an estate plan, your assets may be distributed according to the state’s intestacy laws, which may not align with your wishes.

Creating a Comprehensive Estate Plan

A comprehensive estate plan encompasses various legal documents and strategies that work together to achieve your goals. Some essential components of an estate plan include:

• Will: A will is a legal document that directs how your assets will be distributed after your death. It allows you to designate beneficiaries, name an executor to manage your estate, and appoint guardians for minor children.

• Trust: A trust is a legal entity that holds assets on behalf of beneficiaries. It allows you to have more control over the distribution of your assets, minimize probate, and provide for ongoing care and support of loved ones.

• Power of Attorney: A power of attorney grants another person the authority to make financial or healthcare decisions on your behalf if you become incapacitated.

• Advance Healthcare Directive: Also known as a living will, an advance healthcare directive allows you to specify your healthcare preferences in the event that you are unable to communicate them.

Creating a comprehensive estate plan involves considering your specific circumstances and goals. Our experienced estate planning attorneys will work closely with you to understand your needs and craft a plan tailored to your situation.

Will vs. Trust: Choosing the right option

When it comes to estate planning, one common question is whether to create a will or a trust. Both have their advantages and can be used alone or in conjunction with each other.

A will is a traditional estate planning document that provides instruction for the distribution of your assets after your death. It goes through the probate process, and its provisions become public record. A will is a suitable option for individuals with smaller estates and straightforward distribution wishes.

On the other hand, a trust can provide additional benefits, such as avoiding probate, reducing estate taxes, and providing ongoing care for beneficiaries. Assets held in a trust pass directly to beneficiaries, bypassing probate. Trusts can also be used to manage assets for minors, individuals with special needs, or to minimize tax liability.

Choosing between a will and a trust depends on various factors, including the size of your estate, your distribution wishes, and your goals for asset management and protection. Our attorneys will guide you through the decision-making process and help you make an informed choice.

Minimizing Estate Taxes

Estate taxes can significantly impact the value of your estate and reduce the amount available for distribution to your beneficiaries. Minimizing estate taxes requires careful estate planning and an understanding of applicable tax laws.

Various strategies can be used to minimize estate taxes, such as:

• Lifetime gifting: Gifting assets during your lifetime can help reduce the size of your estate and decrease potential estate taxes.

• Irrevocable life insurance trust: Establishing an irrevocable life insurance trust (ILIT) allows the death benefit of your life insurance policy to be held outside of your taxable estate.

• Charitable giving: Donating to charitable organizations in your estate plan can provide tax benefits and reduce the overall value of your estate.

• Family limited partnership or LLC: Transferring assets to a family limited partnership or limited liability company (LLC) can help reduce estate taxes by allowing you to distribute ownership of assets while maintaining control.

Our experienced estate planning attorneys will assess your specific situation and goals to determine the most appropriate strategies for minimizing estate taxes.

Avoiding Probate

Probate can be time-consuming, expensive, and subject to court oversight. Many people wish to avoid probate and keep the distribution of their assets private. Fortunately, there are legal strategies that can help achieve this goal.

Establishing a revocable living trust is a common method for avoiding probate. Assets held in a trust do not go through the probate process and can be distributed directly to beneficiaries. Additionally, other mechanisms, such as payable-on-death (POD) bank accounts and transfer-on-death (TOD) designations, can help transfer assets outside of probate.

Avoiding probate can streamline the distribution process, minimize costs, and protect the privacy of your estate. Our estate planning attorneys are well-versed in probate avoidance strategies and can assist you in creating an estate plan that aligns with your goals.

Will and Trust Creation

Drafting and Reviewing Wills

A will is a crucial document in estate planning as it outlines how your assets will be distributed after your death. Our experienced attorneys can assist you in drafting and reviewing your will to ensure that it accurately reflects your wishes and is legally valid.

When creating a will, it is important to consider various factors, such as:

• Naming beneficiaries: You will need to designate who will inherit your assets after your passing. This may include family members, friends, charitable organizations, or other entities.

• Appointing an executor: An executor is responsible for managing your estate during probate administration. Choosing a reliable and trustworthy executor is essential.

• Guardianship for minor children: If you have minor children, a will allows you to appoint a guardian who will be responsible for their care and upbringing.

• Special considerations: If you have specific wishes for the distribution of certain assets or want to include provisions for possible future scenarios, such as incapacitation, our attorneys can help you incorporate these into your will.

Once your will is drafted, our attorneys will review it with you to ensure that it aligns with your intentions, is legally valid, and complies with all applicable laws and regulations.

Creating Revocable and Irrevocable Trusts

Trusts are legal instruments that allow you to transfer assets to a separate entity managed by a trustee. They can be revocable or irrevocable, each with its own advantages and considerations.

Revocable living trusts provide flexibility and allow you to retain control over your assets during your lifetime. You can modify or revoke the trust at any time, making it a suitable option for individuals who anticipate changes or revisions to their estate plan. Additionally, revocable trusts are effective in avoiding probate, as assets held in the trust do not go through the probate process.

Irrevocable trusts, on the other hand, offer greater asset protection and tax advantages. Once an asset is transferred to an irrevocable trust, it is no longer considered part of your estate and is generally protected from creditors and estate taxes. However, irrevocable trusts cannot be modified or revoked without the consent of the beneficiaries.

Our attorneys have extensive experience in creating both revocable and irrevocable trusts. We will assess your specific needs and goals to determine the most appropriate type of trust for your estate plan.

Naming Beneficiaries

When creating a will or trust, naming beneficiaries is a crucial step. Beneficiaries are the individuals or entities who will inherit your assets upon your passing. It is important to carefully consider your naming designations to ensure that your assets are distributed according to your wishes.

In addition to designating beneficiaries, you may also wish to include contingent beneficiaries. Contingent beneficiaries inherit your assets if the primary beneficiaries predecease you or are unable to receive the assets for any reason. Including contingent beneficiaries helps ensure that your assets are distributed as intended, even if circumstances change.

Our attorneys will guide you through the process of naming beneficiaries and contingent beneficiaries, taking into account any specific circumstances and considerations you may have.

Ensuring Legal Validity

For wills and trusts to be legally valid and enforceable, they must meet certain requirements. Failure to comply with these requirements can result in your estate plan being challenged or even deemed invalid.

Creating a legally valid will involves adhering to various formalities, such as:

• Testamentary capacity: You must have the mental capacity to understand the nature of your assets, the scope of your estate plan, and the implications of your decisions.

• Proper execution: Wills must be signed by the testator (the person making the will) and witnessed by a certain number of individuals who are not beneficiaries.

• No undue influence: Your will must be created voluntarily and without any coercion or undue influence from others.

Trusts also have specific requirements for establishing their validity. These requirements may vary depending on the type of trust and applicable state laws. Our attorneys will ensure that your will or trust meets all legal requirements and is executed properly to avoid any potential challenges or disputes.

Updating and Amending Documents

Estate planning is not a one-time event. Over time, your circumstances, relationships, and goals may change, necessitating updates to your estate planning documents. Our attorneys can assist you with updating and amending your wills and trusts to reflect your current wishes and circumstances.

Some common reasons for updating estate planning documents include:

• Changes in the size and nature of your assets: If your financial situation has significantly changed since your initial estate plan, it may be necessary to update your will or trust to accommodate the new circumstances.

• Birth or adoption of children or grandchildren: The arrival of new family members may require adjustments to your estate plan to ensure their inclusion and protection.

• Divorce or marriage: Changes in marital status can have a significant impact on your estate plan. Updating your documents can help ensure that your assets are distributed according to your current intentions.

• Changes in beneficiaries: If you wish to change who will inherit your assets, it is important to update your will or trust accordingly.

• Changes in tax laws: Updates to tax laws may require adjustments to your estate plan to take advantage of new opportunities for tax savings.

Our attorneys will assist you in reviewing your estate planning documents periodically and making any necessary updates to ensure that they continue to accurately reflect your wishes and goals.

Asset Protection

Preserving Wealth for Future Generations

Asset protection is an essential component of comprehensive estate planning. It involves strategies to safeguard your assets and preserve wealth for the benefit of future generations. Without proper asset protection, your hard-earned assets may be vulnerable to various risks, such as creditors, lawsuits, and excessive taxes.

Our attorneys can help you implement effective asset protection strategies that align with your goals and circumstances. We will assess your unique situation, evaluate potential risks, and develop a plan that shields your assets from potential threats.

Establishing Trusts for Asset Protection

Trusts can be powerful tools for asset protection. By transferring your assets to a trust, you can remove them from your estate and shield them from potential creditors. Trusts can provide a layer of separation between your assets and personal liability, providing increased protection.

Irrevocable trusts, such as spendthrift trusts or domestic asset protection trusts, can offer enhanced asset protection benefits. These types of trusts are designed to protect assets while still allowing you to maintain some level of control over them. Our attorneys have extensive experience in establishing trusts for asset protection and will guide you through the process, ensuring that your assets are properly safeguarded.

Strategies for Minimizing Creditors’ Claims

Minimizing creditors’ claims is a key aspect of asset protection. Various strategies can help protect your assets from potential creditors and reduce their ability to make claims against your estate.

Some common strategies for minimizing creditors’ claims include:

• Establishing a limited liability company (LLC) or family limited partnership (FLP): These entities allow you to hold and manage assets while limiting personal liability.

• Asset segregation: Properly segregating assets can help protect them from being subject to claims against the estate. For example, holding assets in separate legal entities can shield them from potential creditors.

• Utilizing insurance policies: Adequate insurance coverage can protect your assets in the event of unexpected liabilities, such as accidents or lawsuits.

Our attorneys have the expertise and knowledge to identify potential risks and develop customized strategies that minimize creditors’ claims and protect your assets.

Avoiding Probate Costs and Delays

Probate can be costly and time-consuming, potentially eroding a significant portion of your estate. Avoiding probate can help preserve the value of your assets and expedite the distribution process.

Establishing a revocable living trust is a commonly used strategy to avoid probate. Assets held in a trust pass directly to beneficiaries upon your passing, bypassing the probate process. This can save time, reduce expenses, and maintain the privacy of your estate.

Our attorneys will guide you through the process of establishing a revocable living trust and assist you in transferring your assets into the trust. By avoiding probate, you can ensure that your assets are distributed efficiently and in accordance with your wishes.

Protecting Assets from Lawsuits

Assets held in your name are vulnerable to lawsuits and other legal claims. Protecting your assets from potential lawsuits can provide you with peace of mind and preserve your wealth.

Some strategies for protecting assets from lawsuits include:

• Homestead exemption: Taking advantage of homestead exemption laws can provide protection for your primary residence against certain creditor claims.

• Use of trusts: Placing assets in an irrevocable trust can shield them from potential lawsuits and creditors.

• Umbrella insurance policies: Umbrella insurance offers additional liability protection beyond what is provided by traditional insurance policies.

Our experienced attorneys will assess your specific situation and develop a personalized asset protection plan that minimizes risk and protects your assets from potential lawsuits.

Guardianship and Conservatorship

Understanding Guardianship and Conservatorship

Guardianship and conservatorship involve legal arrangements that allow an individual or entity to make important decisions on behalf of another person who is unable to make these decisions for themselves.

Guardianship is typically established for minors or individuals who are incapacitated and unable to make their own decisions. A guardian is appointed to make personal, medical, educational, and other essential decisions on behalf of the incapacitated person.

Conservatorship, on the other hand, pertains to the management of financial matters for individuals who are unable to do so themselves. A conservator is appointed to manage the financial affairs, assets, and investments of the incapacitated person.

Appointing a Guardian for Minor Children

One of the most important considerations in estate planning is ensuring that your minor children are provided for and protected in the event of your incapacity or death. Appointing a guardian for your minor children is a key step in securing their well-being.

When appointing a guardian, it is important to consider factors such as the individual’s relationship with your children, their ability to provide a safe and stable environment, and their willingness to assume this responsibility. Our attorneys will help you navigate the legal requirements and prepare the necessary documentation to appoint a guardian for your minor children.

Providing for Special Needs Individuals

Individuals with special needs require unique considerations and planning to ensure their ongoing care and financial security. Establishing a special needs trust can provide for the long-term care and support of individuals with disabilities without jeopardizing their eligibility for government benefits.

A special needs trust allows funds to be held and managed on behalf of the individual while preserving their eligibility for means-tested government programs, such as Supplemental Security Income (SSI) and Medicaid. Our attorneys have extensive experience in creating special needs trusts and can help you establish a plan that meets the specific needs of your loved one.

Managing Finances and Healthcare Decisions

In some cases, individuals may become incapacitated due to age, illness, or injury, which may affect their ability to manage their finances and make healthcare decisions. Establishing a power of attorney and an advance healthcare directive can ensure that your wishes are carried out and that your financial and healthcare matters are managed by a trusted individual.

A power of attorney grants authority to someone you trust to handle your financial affairs on your behalf if you become incapacitated. This includes managing bank accounts, paying bills, making investment decisions, and handling other financial matters.

An advance healthcare directive, also known as a living will, allows you to specify your healthcare preferences in the event that you are unable to communicate them. This includes decisions about life-sustaining treatments, medical interventions, and end-of-life care.

Our attorneys can assist you in creating a power of attorney and an advance healthcare directive that accurately reflect your wishes and ensure that your financial and healthcare matters are managed according to your instructions.

Termination or Modification of Guardianships

In certain situations, it may be necessary to terminate or modify a guardianship arrangement. This may occur if the ward (the person under guardianship) recovers from their incapacitation, the guardian is no longer able to fulfill their duties, or if there are changes in circumstances that warrant a modification.

Terminating or modifying a guardianship requires compliance with applicable legal requirements and court proceedings. Our attorneys can guide you through the process and help you navigate any necessary legal steps to ensure that the termination or modification of the guardianship is carried out in compliance with the law.

Why Choose our Probate Attorney

Extensive Legal Knowledge and Experience

Our team of probate attorneys has extensive knowledge and experience in probate law. We have successfully represented numerous clients in probate administration, estate planning, and related matters. With our expertise, we can provide you with sound legal advice and guide you through the complexities of the legal process.

Client-Centered Approach

At Probate Attorney Pleasant Grove Utah, we prioritize our clients’ needs and goals. We take the time to understand your unique circumstances and develop strategies tailored to your specific situation. Our client-centered approach ensures that you receive personalized attention and representation every step of the way.

Proven Track Record of Success

We have a proven track record of success in handling probate cases and estate planning matters. Our dedicated team of attorneys has helped countless clients achieve their desired outcomes and protect their assets. We are committed to providing you with effective legal solutions and working tirelessly to exceed your expectations.

Prompt and Responsive Communication

We understand the importance of prompt and responsive communication in providing excellent service to our clients. We strive to address your questions and concerns in a timely manner, ensuring that you are always informed and involved in the progress of your case. Our attorneys are readily available to provide updates and guidance throughout the entire legal process.

Personalized and Compassionate Service

Dealing with legal matters can be emotional and overwhelming. We approach every client with compassion and empathy, recognizing the unique challenges they may be facing. Our attorneys will take the time to listen to your concerns, provide guidance, and offer support throughout the legal process. We are committed to helping you navigate your legal matters with confidence and peace of mind.

Frequently Asked Questions

What is probate?

Probate is the legal process through which a deceased person’s assets are distributed and their debts are settled. It involves the court overseeing the administration of the estate, including validating the deceased person’s will, appointing an executor or personal representative, identifying and evaluating assets, settling debts, and distributing assets to beneficiaries.

How long does the probate process take in Utah?

The duration of the probate process in Utah can vary depending on the complexity of the estate, any potential disputes, and other factors. In general, probate can take anywhere from several months to over a year to complete. Our experienced probate attorneys can help ensure that the process is carried out efficiently and without unnecessary delays.

Can I avoid probate?

Yes, there are ways to avoid probate. Establishing a revocable living trust is a commonly used strategy to bypass probate. Assets held in a trust pass directly to beneficiaries upon the trust creator’s passing, avoiding the need for probate. Other mechanisms, such as payable-on-death (POD) bank accounts and transfer-on-death (TOD) designations, can also help transfer assets outside of probate.

When should I create an estate plan?

It is never too early to create an estate plan. Estate planning is crucial for individuals of all ages and income levels. Whether you have significant assets or modest holdings, an estate plan allows you to protect your assets, provide for your loved ones, and avoid unnecessary complications and disputes in the future. Our experienced attorneys can assist you in creating a comprehensive estate plan that meets your current needs and can be adapted to accommodate future changes.

What happens if someone dies without a will?

When someone dies without a will, their assets are distributed according to the state’s intestacy laws. The court appoints an administrator to oversee the probate process and distribute the assets to the deceased person’s heirs according to the statutory guidelines. Without a will, the deceased person’s wishes regarding asset distribution may not be honored, and the probate process can become more complex and time-consuming. It is advisable to consult with an experienced probate attorney to ensure that your assets are distributed according to your wishes.

Testimonials

Client Testimonial 1

“Probate Attorney Pleasant Grove Utah provided exceptional legal representation throughout the probate process. They were knowledgeable, professional, and always available to answer my questions. I highly recommend their services.” – John D.

Client Testimonial 2

“I had a complex estate planning situation, and Probate Attorney Pleasant Grove Utah helped me create a comprehensive estate plan that met all my needs. They took the time to explain everything to me and made sure I understood all my options. I am extremely grateful for their expertise and guidance.” – Sarah K.

Client Testimonial 3

“Probate Attorney Pleasant Grove Utah handled my guardianship case with compassion and professionalism. They helped me navigate the legal complexities and ensured that my loved one’s best interests were protected. I cannot thank them enough for their dedicated service.” – Emily T.

These testimonials are just a few examples of the positive feedback we have received from our satisfied clients. We are proud to have helped numerous individuals and families navigate the probate process and achieve their estate planning goals.

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