A Retirement Plan Trust helps protect and transfer retirement assets while aligning with your broader estate plan. At the Law Offices of Robert P. Bergman in Rolling Hills, we assist clients in structuring trust arrangements for 401(k)s, IRAs, and other retirement accounts to help manage tax consequences and beneficiaries. This page explains what a retirement plan trust can do, common decisions owners face, and practical steps to put a plan in place. Whether you are updating existing documents or creating a trust as part of a comprehensive estate plan, clear drafting and careful beneficiary designation are essential for a smooth transition.
Retirement plan assets have unique rules that can affect distribution timing, tax treatment, and the rights of beneficiaries. A properly drafted retirement plan trust can preserve tax-deferred status for eligible beneficiaries, control distributions over time, and address family circumstances such as minor beneficiaries or blended families. In Rolling Hills and throughout Los Angeles County, we advise clients on integrating retirement accounts into the overall trust and will framework to reduce ambiguity and unintended outcomes. Contact our office to review beneficiary designations and consider whether a retirement plan trust should be part of your estate strategy.
Retirement accounts are often among the largest assets in an estate and follow their own rules that may differ from wills or living trusts. A retirement plan trust provides a legal vehicle to manage who receives retirement assets, when distributions are made, and how taxes are handled following an account holder’s death. For families concerned about creditor protection, orderly succession, or preserving benefits for younger beneficiaries, a trust tailored to retirement accounts can offer clarity and control. Proper drafting helps avoid common pitfalls, like unintended rapid distributions or loss of tax-deferred treatment, while aligning retirement assets with the rest of the estate plan.
The Law Offices of Robert P. Bergman serves clients across California, including Rolling Hills and surrounding Los Angeles County communities. Our approach emphasizes clear communication, practical planning, and documents tailored to each client’s family and financial goals. We assist with a range of estate planning tools, from revocable living trusts and pour-over wills to trust amendments and retirement plan trust drafting. Clients can expect a careful review of retirement account beneficiary designations and coordination of trust language to reduce the chance of disputes or unintended tax consequences after a plan owner’s passing.
A retirement plan trust is a trust designed to receive retirement account proceeds when the account holder dies. It can provide instructions to the retirement plan custodian, preserve tax-advantaged treatment for beneficiaries when allowed by law, and set timing for distributions to meet the account owner’s goals. The trust document typically defines eligible beneficiaries, distribution schedules, and any discretion granted to the trustee. Because retirement accounts are subject to plan rules and tax codes, aligning the trust language with those rules is important. A careful review ensures that the intended beneficiaries can access the benefits in the intended manner.
Not every retirement account owner needs a retirement plan trust, but certain family and financial situations make one a useful tool. Trusts are often considered when beneficiaries are minors, when there are concerns about inheritance being used for creditors, or when a client wants controlled distributions over time rather than a lump-sum payment. The trust also can specify successor beneficiaries and contingencies to handle changes in circumstances. For IRAs and qualified plans, the trust must be drafted to comply with applicable retirement distribution rules to preserve tax advantages where possible.
A retirement plan trust is a legally binding arrangement that becomes a beneficiary of retirement accounts such as IRAs, 401(k)s, and other qualified plans. When named properly, the trust receives account proceeds and holds them under terms you specify. Those terms can manage distribution timing, protect funds from creditors or poor financial decisions by beneficiaries, and clarify how funds should be used. The trust document should align with plan rules and IRS regulations to avoid unintended tax consequences. Proper coordination between beneficiary designations and trust language ensures the retirement assets are treated consistently with the rest of the estate plan.
Drafting a retirement plan trust involves several important steps and components, including defining beneficiaries, specifying distribution mechanics, naming a trustee, and addressing tax and plan compliance. The trust should include provisions for successor trustees, contingencies for estate taxes, and clear authority for the trustee to deal with plan custodians. Coordination with beneficiary forms and review of plan rules is part of the process. Effective implementation often requires collecting plan documents, reviewing existing beneficiary designations, and tailoring trust language to achieve the client’s goals while preserving tax-deferred benefits where possible.
Understanding common terms helps you make informed decisions about retirement plan trusts. This section defines frequently used words and concepts that arise in trust planning for retirement assets, including distribution terms, account types, and legal roles. Familiarity with these concepts will help you review your documents and discuss options confidently. If a term is unfamiliar or you see a potential conflict between a trust and a beneficiary form, it is important to address that issue early so your intended plan is followed upon your passing.
A beneficiary designation is the instruction you provide to the retirement plan administrator naming who should receive account assets upon your death. Designations control the immediate pay-out path and typically supersede instructions in a will. When a retirement plan trust is named as beneficiary, the trust’s terms determine how those proceeds are managed after transfer. It is essential to ensure the beneficiary form matches your estate planning goals; inconsistencies can cause distribution to go to unintended recipients or lead to probate complications. Regular reviews after life events help maintain alignment between forms and documents.
A stretch distribution is a planning technique that allows beneficiaries to take required withdrawals based on their life expectancy, potentially extending tax-deferred growth. Recent law changes affect how long beneficiaries may stretch distributions, especially for certain non-spouse beneficiaries. A retirement plan trust can be drafted to try to preserve favorable distribution timing for qualified beneficiaries, though careful attention to current tax rules is necessary. The trust must be structured to allow the beneficiary to be treated for distribution purposes if that is the client’s intention and if plan rules permit such treatment.
A designated beneficiary is an individual who is eligible under retirement plan rules to receive distributions based on their own life expectancy or other favorable scheduling rules. Whether a beneficiary qualifies often depends on how beneficiaries are listed and the nature of the trust arrangement. A retirement plan trust can name people who will be treated as designated beneficiaries for distribution purposes if the trust meets certain requirements. Proper drafting and timely reviews are necessary to maintain this status and to ensure tax-advantaged treatment where allowed by law.
Trustee powers describe the authority granted to the trustee to manage trust assets, make distributions, engage with plan custodians, and take other actions necessary to administer the trust. Powers might include authority to accept or disclaim retirement accounts, allocate distributions, or engage tax professionals. Clear powers help the trustee carry out the grantor’s intent while complying with plan requirements. Naming an appropriate trustee and providing clear instructions on decision-making are important steps to reduce disputes and ensure timely management of retirement proceeds for the benefit of beneficiaries.
There are multiple approaches to handling retirement accounts in an estate plan, including naming individuals directly, designating a trust, or using payable-on-death arrangements. Naming individuals directly is simple but may not provide control over distributions or creditor protection. Using a trust offers control and options for protection and distribution management but requires careful drafting to comply with retirement plan rules and tax regulations. An informed comparison should consider family dynamics, tax implications, beneficiary ages, and potential creditor or creditor-protection concerns to determine the most suitable approach for your situation.
When your retirement accounts will pass to adults who are financially responsible, have no creditor or disability concerns, and you want them to receive funds promptly, a direct beneficiary designation can be appropriate. This route minimizes administrative complexity and allows beneficiaries to access funds without trust administration. It is important to confirm that beneficiary forms are up to date and consistent with your overall estate plan. Regular reviews after major life events help ensure the simple approach continues to reflect your wishes and remains the most practical option for your circumstances.
If protecting retirement assets from potential creditors or lawsuits is not a primary concern and beneficiaries will manage windfalls responsibly, a straightforward designation may suffice. This option keeps administration simple and avoids the potential tax and compliance complexities associated with trust arrangements. For many account owners, the speed and simplicity of direct beneficiary designations align with their goals. Nevertheless, it is wise to confirm that beneficiary choices and any contingent beneficiaries align with changes in family or financial circumstances so that a simple approach remains appropriate over time.
When families include minor children, blended relationships, beneficiaries with special needs, or potential creditor exposure, a comprehensive approach to retirement and estate planning often makes sense. A retirement plan trust can provide for staged distributions, guard assets for vulnerable beneficiaries, and coordinate tax planning with other estate tools. Integrating retirement accounts into a full estate plan helps to avoid inconsistencies and unintended consequences, ensuring that retirement assets are managed alongside trusts, wills, and powers of attorney to meet long-term family and financial goals.
For account owners with substantial retirement savings, potential estate tax exposure, or complex distribution objectives, a complete planning review can protect value and reduce administrative burdens for beneficiaries. A retirement plan trust may be used to coordinate required minimum distributions, protect tax-deferred growth for eligible beneficiaries, and align the treatment of retirement assets with other trust instruments. Careful planning can help avoid rushed decisions at difficult times and ensure that retirement funds serve the intended recipients in the intended manner while observing current tax and plan rules.
A comprehensive approach ties retirement accounts into a broader estate plan, providing consistency across beneficiary forms, trusts, and wills. This coordination reduces the risk of conflict between documents and helps ensure assets pass according to your wishes. With consistent planning, trustees and beneficiaries have clearer guidance, which can reduce disputes and administrative delays. Aligning retirement accounts with other estate planning tools also supports tax planning opportunities and can protect assets for beneficiaries who may not be ready to manage a lump sum inheritance.
Comprehensive planning allows for intentional decision-making about timelines for distributions, protections against creditors, and provisions for unique family needs such as minor children or beneficiaries with disabilities. It gives account holders the ability to guide how retirement assets are preserved, used, and passed on over time. By integrating powers of attorney, healthcare directives, and trust provisions, a cohesive plan reduces confusion for family members and ensures that your retirement resources are used in ways aligned with your long-term goals and values.
A retirement plan trust can set distribution schedules, conditions for distributions, and purposes for which funds may be used. This control is helpful when beneficiaries might otherwise deplete assets quickly or encounter tax problems. Structured distributions can preserve funds for long-term needs, provide income over time, and protect funds from mismanagement. When coupled with clear trustee powers, these provisions ensure distributions follow the account owner’s intentions and provide a practical mechanism to support beneficiaries responsibly across different life stages.
Coordinating retirement plan trusts with revocable living trusts, wills, and beneficiary designations helps create a unified strategy that reduces ambiguity. Such coordination can prevent conflicts that trigger probate or unintended tax outcomes. A comprehensive approach permits thoughtful planning around required minimum distributions and potential estate tax concerns, while clarifying how retirement assets should interact with other estate provisions. This clarity benefits trustees, beneficiaries, and family members by providing predictable processes and minimizing administrative complexity at the time distributions are needed.
Regularly reviewing and updating beneficiary designations is essential to ensure retirement accounts transfer as intended. Life events such as marriage, divorce, births, or deaths can change who should receive retirement proceeds. If you have a trust, ensure the beneficiary form names the trust correctly and that trust provisions align with plan rules. Failing to update forms can result in assets going to unintended recipients or creating conflicts with your will or trust. A routine review helps maintain consistency across all estate planning documents and reduces the potential for disputes after your passing.
Think carefully about beneficiary ages, financial maturity, creditor exposure, and special circumstances when deciding between direct designations and a retirement plan trust. For beneficiaries who may need protection or phased distributions, a trust can provide structured support and oversight. Conversely, direct designations may be preferable for beneficiaries who require immediate access. Balancing these considerations will help you choose the approach that best preserves value and meets family needs while minimizing administrative complexity and tax consequences.
You might consider a retirement plan trust if you want to control distribution timing, protect assets from creditors, or provide for beneficiaries who are not ready to manage large sums. Trusts can also address blended family concerns, provide for minor children, and preserve tax advantages for qualifying beneficiaries. If your estate includes significant retirement savings or you anticipate complex family or financial dynamics, integrating a retirement plan trust into your estate plan can create greater certainty and alignment across documents.
Additionally, a retirement plan trust may be appropriate when you want to coordinate retirement account distributions with other estate planning strategies, such as charitable gifts or lifetime support provisions. Trusts allow detailed instructions about how funds should be used and by whom, which reduces ambiguity for trustees and beneficiaries. If you are unsure whether a trust is necessary, a review of your accounts, beneficiary designations, and family circumstances can help determine whether this planning tool will better accomplish your long-term goals.
Common circumstances that prompt consideration of a retirement plan trust include having minor beneficiaries, blended family dynamics, beneficiaries with special needs, creditor concerns for heirs, or significant retirement account balances that require tax-aware planning. When beneficiaries face potential legal claims, divorce, or financial immaturity, a trust can protect funds and guide distributions. Reviewing these circumstances helps determine whether naming individuals directly or using a trust better serves your goals and how to structure any trust language to align with current retirement plan regulations.
When beneficiaries are minors or young adults who may not be prepared to manage large distributions, a retirement plan trust can provide for staggered or managed payouts. The trust can allocate funds for education, health, and maintenance while appointing a trustworthy trustee to handle administration. This approach helps ensure that assets are preserved for future needs rather than being quickly depleted. Clear trust provisions and trustee guidance reduce ambiguity and help the trustee carry out distributions in a manner consistent with your long-term wishes.
Blended families often require careful planning to honor both current spouses and children from prior relationships. A retirement plan trust can provide for a surviving spouse’s needs while preserving assets for children or other intended beneficiaries. Trust drafting can include life interest provisions, staged distributions, and contingency beneficiaries to address varied family dynamics. Such planning helps balance competing interests and reduces the potential for disputes by creating a clear mechanism for distributing retirement assets according to your priorities.
If beneficiaries have special healthcare needs or financial vulnerabilities, a retirement plan trust can be tailored to provide ongoing support while protecting eligibility for public benefits when applicable. Trust provisions can limit direct access to funds, create distributions for specific purposes, and appoint trustees who understand how to manage both benefits and supplemental support. Thoughtful drafting helps preserve necessary public benefits and simultaneously provide meaningful support through retirement account distributions in a controlled and respectful manner.
The Law Offices of Robert P. Bergman is available to help Rolling Hills residents review retirement accounts, prepare retirement plan trusts, and coordinate beneficiary designations with broader estate plans. We guide clients through document drafting, review plan rules, and recommend practical approaches based on family circumstances and financial objectives. Our goal is to create clear, workable documents that reduce uncertainty and help ensure retirement assets distribute according to your wishes. To schedule a review, contact our office and bring relevant plan statements and beneficiary forms for discussion.
Choosing a law firm to handle retirement plan trust matters means selecting a team focused on careful drafting, coordinated planning, and practical solutions. We work to align retirement accounts with trusts, wills, and powers of attorney so your documents work together. Clients appreciate clear explanations of complex rules and straightforward recommendations that address both legal and family considerations. Our practice serves clients throughout California, including Rolling Hills and Los Angeles County, and we handle both simple and more complex trust arrangements for retirement assets.
We help clients identify whether a retirement plan trust is appropriate, draft trust provisions that reflect your distribution wishes, and review beneficiary forms to avoid conflicts. Our approach includes advising on trustee selection, distribution provisions, and coordination with tax planning where relevant. We also assist with trust administration matters and follow-up reviews when life events require changes. Our goal is to produce clear documents that reduce the administrative burden on family members while preserving the intended benefits of retirement assets.
For Rolling Hills residents, we provide personalized attention and practical guidance to create retirement planning solutions that fit each client’s priorities. Whether you need a new retirement plan trust, an amendment to an existing trust, or a beneficiary designation review, we aim to make the process straightforward and effective. Clients can call 408-528-2827 to arrange a consultation and bring relevant retirement plan documents so we can begin a precise review and recommend tailored next steps.
Our process begins with a thorough intake to gather retirement plan statements, beneficiary designations, and details about family circumstances and goals. We review plan rules, assess tax and distribution implications, and recommend whether a retirement plan trust is appropriate. If a trust is warranted, we draft customized provisions, coordinate beneficiary forms, and provide instructions for implementation. After documents are executed, we offer guidance on trustee responsibilities and periodic reviews to keep plans current with life events and regulatory changes.
In the first step, we collect and review retirement account statements, plan documents, beneficiary forms, and existing estate planning documents. Understanding your goals and family circumstances allows us to identify potential conflicts and opportunities. This review helps determine whether naming a trust is necessary and how trust language should be structured to align with your objectives. We provide a clear summary of options and recommended next steps based on that initial assessment.
Collecting up-to-date retirement plan statements and beneficiary forms allows us to verify account types, current beneficiaries, and plan-specific rules. This step is important to identify any designation errors or inconsistencies that could undermine your intentions. Accurate information helps us craft trust provisions that reflect the plan’s operational reality and avoid unintended tax or distribution consequences. Bringing recent statements to the first meeting streamlines the review and allows for a more productive planning conversation.
Discussing family structure, beneficiary needs, and your priorities helps shape the trust’s provisions and distribution mechanisms. Questions about timing, creditor exposure, special needs, and support goals inform whether a trust or direct designation is most appropriate. By clarifying these priorities early, we tailor documents to achieve your aims while minimizing surprises for beneficiaries. This collaborative discussion forms the foundation for a practical and personalized retirement plan trust strategy.
After the initial review, we draft trust language tailored to retirement accounts, ensuring it coordinates with beneficiary forms, revocable living trusts, and wills. This step includes detailed provisions for distribution timing, trustee powers, and contingencies. We also prepare instructions for updating beneficiary designations with plan administrators when necessary. Drafting focuses on compliance with applicable plan and tax rules to preserve favorable distribution treatment where possible while achieving the client’s intended asset flow.
Trust drafting is customized to address your family dynamics and financial goals, with language that sets distribution standards, trustee duties, and contingencies. Clear drafting helps trustees administer the trust smoothly and reduces the likelihood of disputes. We ensure trust provisions are consistent with retirement plan requirements and reflect the client’s intentions for timing and use of distributions. This careful drafting is intended to provide practical, durable solutions that work across different scenarios.
Part of implementation is ensuring beneficiary forms correctly name the trust and that instructions to plan custodians are clear. We prepare the necessary forms and provide guidance on executing them with plan administrators. Proper coordination between trust documents and beneficiary designations helps avoid conflicts that could lead to probate or unintended outcomes. We also advise clients about follow-up steps after execution to confirm that custodians have accepted the beneficiary designations.
Once documents are drafted and signed, we assist with trust funding where appropriate, submit beneficiary forms when necessary, and provide trustees with guidance on administration. We recommend periodic reviews to update documents after life events or changes in law. An ongoing review schedule helps maintain alignment between retirement accounts and your estate plan, ensuring that beneficiary designations and trust provisions continue to reflect your intentions over time.
We provide practical help with submitting beneficiary designations to plan administrators and advising on funding of trust assets when applicable. Proper completion and confirmation with custodians helps minimize administrative delays at the time of a beneficiary’s death. We also document where important forms are kept and provide trustees with the information they need to carry out distributions in accordance with the trust document and applicable plan rules.
Periodic reviews help ensure changes in family circumstances, account balances, and legal rules are reflected in your plan. We recommend revisiting beneficiary designations and trust provisions after significant life events such as marriage, divorce, birth of children, or changes in financial status. These reviews maintain the effectiveness of your retirement plan trust and reduce the chance that outdated documents produce unintended results for your beneficiaries.
A retirement plan trust is a trust created to receive proceeds from retirement accounts like IRAs and 401(k)s when the account owner passes away. It becomes the designated beneficiary and holds distributions under terms you specify, such as timing, conditions, and purposes for which funds may be used. A retirement plan trust can be helpful when beneficiaries are minors, when creditor concerns exist, or when staged distributions are preferred over an immediate lump sum. Careful drafting is necessary so the trust language aligns with retirement plan rules and tax considerations. Deciding whether you need a retirement plan trust depends on family structure, beneficiary needs, and financial goals. For straightforward situations with financially mature beneficiaries and minimal creditor risk, direct beneficiary designations may suffice. However, a trust offers added control when you want to manage distributions, preserve assets for future needs, or coordinate complex estate planning objectives. Review your accounts and estate documents to determine whether a trust best accomplishes your intentions.
Naming a trust as beneficiary can affect how distributions are taxed and timed. Retirement accounts are subject to IRS rules on required minimum distributions and inherited account treatment, and the trust’s structure may influence whether beneficiaries can use their life expectancy for distribution calculations. If a trust is drafted to allow a beneficiary to be treated as the account’s designated beneficiary, more favorable distribution timing may be preserved. Otherwise, distributions could be accelerated, potentially increasing taxable income for beneficiaries. Because tax rules and plan terms interact, it is important to draft trust language with attention to current regulations. Coordination with the plan administrator and proper beneficiary designation forms are essential to achieve the intended tax outcomes. Periodic review helps ensure that changes in law or family circumstances do not unintentionally alter tax treatment for beneficiaries.
A trust can sometimes be structured to preserve tax-deferred treatment for certain beneficiaries by meeting criteria that allow those beneficiaries to be treated as designated beneficiaries under retirement plan rules. This typically requires specific trust provisions that identify beneficiaries and provide appropriate distribution provisions. Proper language helps ensure that the plan custodian can treat the trust in a way that permits stretching distributions where allowed under current law. However, recent changes to distribution rules have affected how long beneficiaries can stretch distributions. It is therefore important to draft the trust with current law and the client’s goals in mind, and to review trust provisions periodically. Coordination with tax advisors and the plan administrator will help assess whether the desired tax outcomes are feasible given your particular accounts and family structure.
The trustee should be someone or an institution you trust to manage distributions, follow the trust’s terms, and communicate with plan custodians. Common choices include a trusted family member, a close friend, a professional fiduciary, or a financial institution. The right trustee depends on the complexity of the trust, the expected tasks involved, and the trustee’s ability to handle administrative responsibilities over time. When selecting a trustee, consider succession planning by naming successor trustees in the trust document. Trustees should understand their duties, including working with accountants or advisors if necessary, and be able to act impartially in the interests of all beneficiaries. Clear guidance in the trust about discretionary powers and distribution standards can help trustees carry out responsibilities effectively.
Beneficiary designations on retirement plans generally control the transfer of those accounts and can supersede instructions in a will. If you intend for retirement accounts to pass into a revocable living trust, the beneficiary designation must name the trust correctly or the accounts should be retitled as appropriate. Without consistent beneficiary forms, retirement assets may bypass the trust and follow the named beneficiaries on file with the plan administrator. Coordinating all estate planning documents helps prevent unintended outcomes. Review beneficiary forms alongside wills and trust documents to confirm that each instrument supports your overall plan. If changes are needed, update the beneficiary forms with the plan custodian to match your current estate plan and document those updates as part of a regular review process.
If beneficiary forms are inconsistent with your trust or will, the retirement plan generally follows the form on file with the plan administrator. This can result in assets being paid to an unintended recipient or creating conflicts that complicate administration. Such inconsistencies may lead to disputes among family members and potentially require litigation or administrative remedies to resolve. To avoid these outcomes, review beneficiary forms and estate documents periodically and update them after life events such as marriage, divorce, births, or deaths. Ensuring consistency across documents and confirming that the plan administrator has the correct forms on file reduces the risk of assets being distributed contrary to your intentions.
Naming a trust for beneficiaries with special needs requires careful drafting to protect eligibility for public benefits while providing supplemental financial support. A properly structured trust can specify distributions for items not covered by public benefits, such as certain therapies or quality-of-life expenses, while avoiding direct payments that could jeopardize benefits. Language addressing permissible uses and distribution discretion helps trustees support beneficiaries without unintended consequences. Consultation with professionals familiar with benefit rules is valuable because public program eligibility criteria are complex and vary by situation. Drafting appropriate trust provisions and selecting a trustee who understands both the beneficiary’s needs and the interaction with public benefits will help ensure the trust fulfills its supportive role without harming eligibility.
Beneficiary designations and trust documents should be reviewed at least after major life events such as marriage, divorce, births, deaths, or significant changes in financial circumstances. Periodic reviews every few years are also prudent to confirm that documents reflect current goals and comply with any changes in law or plan rules. Keeping documents current helps prevent unintended distributions and ensures the estate plan remains aligned with family priorities. During reviews, confirm that beneficiary forms on file with plan custodians reflect your intentions and that trust language is consistent with distribution goals. Updating documents and completing necessary forms with plan administrators ensures a coherent plan that reduces the likelihood of administrative delays or disputes when assets need to be distributed.
A retirement plan trust can provide some protection from beneficiaries’ creditors if trust provisions limit beneficiary access to principal or require discretionary distributions. Asset protection depends on the type of trust, the timing of transfers, and applicable state law. In some cases, placing retirement proceeds into a properly drafted trust can shield funds from certain creditor claims against beneficiaries, though protection is not absolute and depends on the trust’s structure and the timing relative to creditors’ claims. Because creditor protection rules vary, it is important to consider state law and the specifics of each situation. Planning for creditor protection should be part of a broader estate planning conversation that evaluates trust design, distribution provisions, and potential vulnerabilities, ensuring the solution fits your particular family and financial context.
To get started with creating or updating a retirement plan trust, gather your retirement account statements, plan documents, and current beneficiary designation forms. Collect any existing estate planning documents such as wills, revocable living trusts, powers of attorney, and advance health care directives. With this information, you can schedule a consultation to review options, discuss family circumstances and goals, and determine whether a trust is the right choice for your retirement assets. During the initial meeting, a plan will be recommended based on your objectives, and we will outline the drafting, beneficiary form updates, and implementation steps required. Moving forward with clear documentation and timely updates ensures your retirement accounts are integrated with the rest of your estate plan and that your wishes are more likely to be followed.
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