Planning for the future of your family, assets, and healthcare decisions is an important responsibility, and this page outlines how estate planning services in Port Hueneme can help. At the Law Offices of Robert P. Bergman we provide clear guidance on creating documents like revocable living trusts, last wills, financial powers of attorney, and advance health care directives. Our goal is to make complex legal concepts accessible so that you can make informed choices about protecting your property, naming guardians, and arranging for the care of loved ones. This introduction summarizes what to expect when starting an estate plan in Ventura County and how thoughtful planning can prevent uncertainty later on.
Many families find that organizing an estate plan brings peace of mind and prevents confusion for survivors. A well-constructed plan addresses distribution of assets, care for dependents, health care wishes, and management of finances if you are unable to act. In Port Hueneme and across Ventura County, clients often combine a revocable living trust with pour-over wills and powers of attorney to create a cohesive framework tailored to their circumstances. This paragraph explains why taking a proactive approach is beneficial, how documents are coordinated, and what initial steps to expect when contacting our firm for a consultation and document review.
Estate planning provides practical benefits that extend beyond filling out forms. It helps protect assets for intended beneficiaries, minimizes administrative delays, and clarifies your medical and financial decision-making preferences. In Port Hueneme, careful planning can reduce the time and expense of probate, protect retirement accounts, and set up trusts to address specific family situations such as blended families or dependent children. Families also use planning to ensure pet care arrangements and to address long-term care concerns. This paragraph highlights how a deliberate approach to estate planning preserves wealth, protects family relationships, and provides guidance for those who will carry out your wishes.
The Law Offices of Robert P. Bergman assists clients throughout California with practical estate planning and trust administration services. We focus on clear communication and thorough documentation, helping clients prepare revocable living trusts, wills, powers of attorney, and healthcare directives. Our practice emphasizes listening to each person’s priorities, explaining choices in plain language, and drafting documents that reflect those priorities while complying with California law. For Port Hueneme residents, we coordinate trust funding, handle pour-over wills, and advise on trust modification petitions when circumstances change. Our client-centered approach supports families through both planning and administration stages.
Estate planning encompasses a range of legal documents and strategies designed to manage and transfer assets, name decision-makers, and set instructions for healthcare. Common components include revocable living trusts that hold assets during life and distribute them after death, last wills that create pour-over arrangements, financial powers of attorney to appoint someone to manage finances, and advance health care directives to declare medical preferences. Additional tools like certifications of trust, general assignments to fund trusts, and HIPAA authorizations help ensure the plan functions effectively. This overview clarifies how these elements work together to provide continuity, guidance, and protection for you and your family.
When creating an estate plan, it is important to consider both immediate needs and longer-term goals. Decisions about guardianship nominations, special needs trusts, irrevocable life insurance trusts, retirement plan trusts, and pet trusts reflect personal priorities and family dynamics. Funding a trust through a general assignment of assets and coordinating beneficiary designations helps avoid unintended probate proceedings. We also advise on filing Heggstad petitions or trust modification petitions when court recognition or changes are needed. This paragraph explains the practical steps and considerations that make an estate plan comprehensive and tailored to each household’s unique circumstances.
Estate planning is the process of arranging for the management and distribution of your assets and making provisions for health care decisions should you become unable to act. It includes preparing legal instruments such as a revocable living trust, last will and testament, powers of attorney, and advance health care directives. These documents work together to express your wishes, appoint fiduciaries, and reduce administrative burdens after incapacity or death. Estate planning also encompasses strategies to protect beneficiaries, address tax considerations, and provide for children or family members with special needs. The goal is to create a clear, enforceable plan that reflects your intentions and safeguards your family’s future.
A typical estate planning process begins with a conversation to identify assets, family circumstances, and objectives. From there, documents are drafted to reflect those decisions: revocable living trusts to hold assets, pour-over wills to capture any untransferred property, financial powers of attorney for money matters, and advance health care directives for medical preferences. Additional actions include signing HIPAA authorizations, preparing certifications of trust for third parties, and transferring titles or designations to fund trusts. The process also anticipates future changes and provides mechanisms for trust modification petitions or Heggstad petitions when court recognition becomes necessary.
This section defines important terms you will encounter during estate planning so you can make informed decisions. Understanding phrases like revocable living trust, pour-over will, power of attorney, advance health care directive, certification of trust, and Heggstad petition helps demystify the process and clarifies when additional steps, such as trust funding or trust modification petitions, may be necessary. The descriptions included here explain why each document matters and how they interact when managing assets, naming decision-makers, and addressing health care and guardianship nominations. Clear terminology makes it easier to review options and communicate preferred outcomes to those who will act on your behalf.
A revocable living trust is a legal arrangement in which an individual transfers ownership of assets into a trust during their lifetime while retaining the ability to change or revoke the trust as circumstances evolve. The trust names a trustee to manage assets for the benefit of named beneficiaries and typically provides instructions for distribution after death. Funding the trust involves transferring titles, assets, and beneficiary designations where applicable. A properly funded revocable living trust can streamline asset management, reduce the need for probate, and provide continuity if the grantor becomes incapacitated. This definition explains the trust’s flexible nature and practical benefits for estate administration.
A financial power of attorney grants a trusted person authority to manage your financial affairs if you are unable to act. The document can be limited to certain tasks or be broad enough to handle bills, banking, and investment management. Choosing an agent requires careful consideration of trustworthiness and compatibility with your wishes. The authority typically becomes effective upon execution or upon a specified determination of incapacity, depending on the form selected. Including a power of attorney in an estate plan helps ensure that financial matters are managed without court intervention, preserving continuity and protecting assets during periods of incapacity.
A last will and testament sets out how property should be distributed and can appoint a personal representative to oversee estate administration through the probate process. Wills are often used in tandem with trusts; a pour-over will is included to capture assets not transferred into a trust during life and direct them into the trust upon death. Wills also allow for guardianship nominations for minor children and specify certain bequests. While wills are effective tools, they typically must go through probate, which can be time-consuming and public, making coordination with other estate planning documents important for many families.
An advance health care directive permits you to provide clear instructions about medical treatment preferences and to designate a health care agent who can make decisions if you cannot express your wishes. The directive can address life-sustaining treatments, organ donation preferences, and instructions for end-of-life care. It complements a HIPAA authorization, which allows designated persons to access medical records needed to make informed decisions. Together, these documents ensure that medical providers and family members can follow the choices you made in advance, reducing uncertainty and conflict during emotionally difficult times.
When deciding whether a limited set of documents will suffice or whether a comprehensive estate plan is warranted, consider your family structure, asset complexity, and long-term goals. A simple will and power of attorney may be appropriate for individuals with modest assets and straightforward family situations, but those with real property, multiple accounts, business interests, or blended families often benefit from a coordinated trust-based approach. Comprehensive planning handles asset transfer, incapacity, tax considerations, and special circumstances like care for a dependant with disabilities, ensuring a consistent plan across documents and minimizing the risk of unintended consequences.
A limited estate planning approach can work well for individuals with straightforward finances, minimal assets, and clear beneficiary designations already aligned with their goals. If most assets pass directly through beneficiary designations and there are no minor children to protect, a last will and a financial power of attorney coupled with a health care directive may meet essential needs. This approach is often less complex and less costly to implement, and it can provide necessary protections while remaining flexible. It is still wise to review arrangements periodically and update documents if circumstances or relationships change over time.
When assets are limited in number and value, and there is no anticipated need to fund a trust or address specialized beneficiary protections, a limited approach can reduce administrative overhead. Individuals who primarily rely on bank accounts and vehicles with clear title or payable-on-death designations may find that a will paired with a power of attorney and health directive provides adequate protection. This approach can be revisited if asset levels rise or family circumstances change. Regular review ensures documents remain aligned with goals, and professional guidance may still be helpful to confirm that beneficiary designations are properly coordinated.
Comprehensive estate planning is advisable when you own real estate, have multiple investment or retirement accounts, or hold business interests that require coordinated succession planning. Using a revocable living trust to centralize management of diverse assets can simplify transition and reduce probate-related delays. A complete plan also addresses beneficiary designations, trust funding through assignments, and the use of specialized trusts such as retirement plan trusts or irrevocable life insurance trusts to protect certain assets. This level of planning helps ensure that legal and financial arrangements operate together and reflect your long-term objectives for asset protection and transfer.
When beneficiaries include minors, people with disabilities, or those who may face financial difficulties, a comprehensive plan allows you to create trusts to manage distributions and provide ongoing care. Special needs trusts preserve eligibility for government benefits while providing supplemental support. Estate planning can also incorporate strategies to address potential tax consequences and preserve retirement benefits using trusts tailored for retirement accounts. Pet trusts and guardianship nominations can be included to ensure animals and loved ones are cared for. A comprehensive approach provides structure, reduces the risk of disputes, and clarifies responsibilities for those who will act on your behalf.
A comprehensive estate plan coordinates documents and beneficiary designations to minimize probate, reduce uncertainty, and preserve privacy for family matters. By funding a revocable living trust and aligning accounts and titles, families can simplify asset transfer and provide for seamless management during incapacity. Comprehensive plans also allow for precise instructions regarding distributions, including protections for minors, beneficiaries with special needs, or beneficiaries who may require structured distributions to avoid dissipation of assets. This coordinated approach saves time for survivors, reduces stress during difficult times, and helps ensure the plan operates as intended when it is most needed.
Beyond asset distribution, comprehensive planning provides mechanisms for naming decision-makers, such as fiduciaries and health care agents, and for establishing contingency plans in case primary agents are unable to serve. It supports business succession planning and can include provisions for tax-aware strategies where appropriate. Trusts like irrevocable life insurance trusts and retirement plan trusts can protect legacy assets and manage beneficiary outcomes. Overall, a cohesive plan protects both financial resources and family relationships by setting clear expectations and assigning responsibilities to trusted individuals, reducing the need for court involvement.
A comprehensive estate plan promotes continuity by naming decision-makers and arranging for efficient management of assets during incapacity and after death. Funding a trust and coordinating documents like pour-over wills help avoid fragmented asset transfers and multiple probate proceedings. This streamlined approach reduces administrative burden on family members and appointed fiduciaries who would otherwise need to navigate complex court processes. In emergency situations, clear documentation allows agents to act without delay, ensuring bills are paid, investments are overseen, and medical decisions follow your stated preferences, which helps preserve family stability during stressful times.
Comprehensive planning permits customization to address specific family needs, such as setting up trusts for children, providing for a family member with disabilities while maintaining benefit eligibility, or creating pet trusts. It also supports detailed instructions for distribution timing and management, protecting assets from potential misuse or premature depletion. Trust modification petitions and Heggstad petitions provide paths to adjust or confirm trust arrangements when circumstances change. The ability to tailor the plan ensures that each family’s values and priorities are preserved and that protections remain in place as life evolves.
Start the planning process by collecting key documents and information before meeting to create or update your estate plan. Assemble account statements, titles to real property, deeds, retirement plan details, life insurance policies, and beneficiary designations. Record relationships and contact information for family members and potential fiduciaries. Having organized documentation speeds up the drafting process, helps identify accounts that should be funded into a trust, and ensures nothing is overlooked. Early preparation also makes it easier to discuss priorities and contingencies, allowing for a plan that fits your circumstances and reduces the need for later corrections or amendments.
Estate planning is not a one-time event. Changes in family makeup, finances, or California law can affect how documents should be structured. Schedule periodic reviews to confirm that trusts are funded, beneficiary designations remain accurate, and powers of attorney or health care directives reflect your current preferences. When circumstances change, consider amendments or trust modification petitions to keep the plan effective. Regular reviews provide confidence that the plan continues to meet goals and allows you to make timely adjustments rather than addressing problems reactively when they arise.
There are many reasons to start or revisit an estate plan, including the desire to protect loved ones, avoid unnecessary probate, and specify health care decisions in advance. Life events such as marriage, divorce, the birth of a child, acquiring property, or changes in financial circumstances often prompt a review. Additionally, changes in laws or beneficiary designations on retirement accounts can make updates important to preserve your intentions. By creating a comprehensive plan, you set clear instructions for asset distribution, name trusted agents for financial and medical decision-making, and make provisions that reflect your personal priorities for care and legacy.
Many clients also seek estate planning to provide for specific concerns, such as protecting assets for beneficiaries who may need assistance managing funds, ensuring guardianship for minor children, or establishing trusts for pets. Planning can address business continuity and help manage potential tax exposures. Even if your estate is modest, having a will and designations in place prevents confusion and streamlines administration. Regular consultation ensures your plan remains consistent with current family needs and financial circumstances and gives you confidence that decisions will be respected and followed when needed.
Estate planning is recommended in a wide range of situations, including when purchasing real estate, entering a blended family arrangement, having a child with special needs, running a business, or reaching retirement age. It is also sensible when expectations about distributions need formalization, when a family member requires ongoing financial oversight, or when you want to nominate guardians for minors. Planning helps resolve ambiguity and reduces the likelihood of disputes by documenting intentions clearly. For residents of Port Hueneme, addressing local property and beneficiary considerations early keeps the plan aligned with personal and regional legal nuances.
Acquiring a home or other significant real property often triggers the need to update or create an estate plan to ensure the new asset is held and transferred according to your wishes. Decisions about whether to transfer title into a trust, name beneficiaries, or revise beneficiary designations on related accounts should be made in coordination with overarching planning goals. Properly addressing property can prevent unexpected probate proceedings and ensure a smooth transition to heirs. Discussing the ownership structure and funding approach early helps avoid later complications and aligns the property with your long-term intentions for the estate.
Marriage, divorce, or the arrival of children requires reviewing existing estate documents to ensure they reflect current relationships and responsibilities. Guardianship nominations for minor children, updated beneficiary designations, and revisions to trust terms may all be necessary after family changes. Failure to update documents can result in unintended distributions or create uncertainty for those responsible for carrying out your wishes. Regular review after major life events ensures that decision-makers are correctly named and that asset transfers match your current objectives, preserving clarity and continuity for your family.
When financial circumstances shift substantially—such as receiving an inheritance, selling a business, or changing retirement plans—or if health concerns arise, updating estate planning documents is important to reflect new priorities. Health-related decisions may require revising advance health care directives and confirming appointed health care agents, while financial changes could prompt trust funding or adjustments to the distribution strategy. Proactively addressing these developments ensures that documents remain responsive to current realities and protects beneficiaries by aligning legal arrangements with your evolving situation and intentions.
The Law Offices of Robert P. Bergman provides estate planning services to Port Hueneme and Ventura County residents, offering practical guidance on trusts, wills, powers of attorney, and healthcare directives. We assist clients in assembling documents like revocable living trusts, pour-over wills, general assignments to fund trusts, and certifications of trust to facilitate third-party recognition. Our office helps coordinate beneficiary designations and prepares documents such as irrevocable life insurance trusts, retirement plan trusts, special needs trusts, and pet trusts. For families in the area, we provide attentive assistance to ensure plans are organized, legally effective, and reflective of individual priorities.
Clients choose the Law Offices of Robert P. Bergman because we focus on delivering practical, careful estate planning services that address both common and unique family needs. We prepare a full range of documents, from revocable living trusts and pour-over wills to financial powers of attorney and advance health care directives, and we help with trust funding and certifications that simplify interactions with banks and institutions. Our aim is to produce clear, enforceable documents that reflect each client’s values and goals while ensuring compliance with California law and local practice in Ventura County.
We take a methodical approach that starts with listening to your priorities and mapping an estate plan that aligns with those objectives. Whether you need a simple will or a comprehensive trust-based plan, we help you understand the implications of different choices, coordinate beneficiary designations, and prepare supporting documents like HIPAA authorizations and guardianship nominations. Our process includes reviewing asset ownership and counseling on steps to fund trusts and reduce the administrative burdens heirs may face. Clear communication and careful drafting are central to how we serve clients seeking reliable estate planning solutions.
For clients with more complex planning needs, such as retirement plan trusts, irrevocable life insurance trusts, special needs trusts, or trust modification petitions, our practice offers thoughtful strategies tailored to the family’s circumstances. We also assist with Heggstad petitions where court confirmation of trust transfers is necessary. Throughout planning and administration, we emphasize practicality, coordination, and responsiveness so families can feel confident their affairs are organized. Our goal is to provide a dependable process that reduces stress and helps preserve the client’s legacy for loved ones.
Our estate planning process begins with an initial consultation to review assets, family structure, and objectives, followed by targeted document drafting and client review. We prepare trust instruments, wills, powers of attorney, and healthcare directives, then assist with executing and notarizing documents to meet California formalities. After signing, we provide guidance on funding a trust, updating beneficiary designations, and delivering copies to relevant institutions. If later changes are needed, we help implement amendments, trust modification petitions, or other filings. The process is organized to ensure documents function together effectively and stand ready when they are needed most.
During the first step we gather essential information about your assets, family relationships, and planning goals, and discuss which documents are most appropriate. This includes reviewing deeds, bank and retirement account statements, insurance policies, and any business or specialized assets that may require special handling. We also talk through health care preferences and guardianship considerations if you have minor dependents. The goal of this stage is to identify priorities and constraints so that the plan drafted in the next stage accurately captures your intentions and fits your personal circumstances within California’s legal framework.
We perform a thorough review of existing documents and compile an inventory of assets that may need to be included in the estate plan. This helps determine which accounts should be retitled, which beneficiary designations need updating, and whether trusts should be funded. Addressing these details early reduces the risk that assets will remain outside of the plan. We also identify documentation such as titles, deeds, and account statements that will be used to prepare assignments or certifications of trust, enabling a smoother transition when trust administration is required in the future.
We help you select appropriate fiduciaries and decision-makers by discussing the roles of trustees, agents under powers of attorney, and health care proxies, and by considering successor choices in case of incapacity or unavailability. This part of the process includes articulating preferences for medical treatment, distribution timing, and care for dependents and pets. Clear designation of roles and written instructions reduce ambiguity for those who will act on your behalf and ensure your priorities are documented in a way that is straightforward to implement when necessary.
Once information is gathered, we prepare draft documents tailored to your needs, including revocable living trusts, pour-over wills, powers of attorney, and advance health care directives. Drafts are provided for review so you can ensure terminology and instructions reflect your wishes. During this phase we discuss funding methods, potential trust structures such as irrevocable life insurance trusts or retirement plan trusts, and any special provisions for beneficiaries with unique needs. Careful review and open communication produce precise documents that align with your objectives and reduce the likelihood of later disputes or misunderstandings.
We draft trust instruments and supporting documents that define asset management, distribution instructions, and trustee powers. Supporting items include certifications of trust, general assignments to transfer property into the trust, and HIPAA authorizations. Drafts are reviewed together so you can request revisions and ensure the documents reflect family priorities and legal requirements. Clear drafting helps trustees and fiduciaries understand their duties and simplifies interactions with banks, brokerages, and other institutions during funding and administration.
After initial drafts are prepared, we meet to review and revise the documents to ensure language reflects your decisions and anticipates foreseeable scenarios. This collaborative review process allows for clarification of terms, adjustments to distribution timing, and confirmation of appointed decision-makers. Revisions may address practical issues like succession of trustees, instruction for minor beneficiaries, or provisions for special needs. Finalizing documents during this step ensures that the executed set accurately embodies your intentions and is ready for proper signing and notarization under California law.
The final step includes formal signing and notarization of documents, assistance with funding the trust through transfers or assignments, and delivering certified documents and instructions to appropriate institutions. We provide guidance on maintaining and updating documents, coordinate with financial institutions as needed, and advise on periodic reviews. If future changes are necessary, we assist with amendments, trust modification petitions, or Heggstad petitions for court recognition. This stage ensures the plan is operational, assets are held as intended, and heirs and fiduciaries have clear direction for the future.
Funding the trust involves retitling assets, assigning property, and updating account beneficiaries as appropriate to place assets under trust ownership. We assist with preparing general assignments and certifications of trust to facilitate acceptance by banks, brokerages, and other institutions. Proper funding is essential to avoid assets falling outside the trust and becoming subject to probate. We help clients prioritize transfers and provide practical recommendations for ensuring the trust functions as intended while minimizing administrative barriers for trustees in the future.
Estate plans should be reviewed periodically and amended when life events or changes in laws require adjustments. We advise clients on when to update beneficiary designations, revise powers of attorney, or pursue trust modification petitions to reflect altered circumstances. Regular check-ins help maintain alignment between documents and current objectives while preventing gaps that can cause confusion later. We also assist with re-executing documents if changes in personal relationships, financial holdings, or health status make updates necessary to preserve the plan’s intent and effectiveness.
A last will and testament expresses your wishes for the distribution of assets and can nominate guardians for minor children, but it generally requires probate to transfer most assets after death. A revocable living trust holds assets during your lifetime and directs their management and distribution without requiring probate for assets properly funded into the trust. Trusts can provide continuity if you become incapacitated and offer more privacy than probate. They are commonly paired with a pour-over will to catch any assets not transferred into the trust during life. Choosing between a will-centered or trust-centered approach depends on your assets, family situation, and goals.
Selecting agents for financial and healthcare decisions requires careful thought about trustworthiness, availability, and the ability to follow your wishes. Consider naming successors to step in if your primary choice cannot serve, and discuss responsibilities in advance so agents understand your values and preferences. Financial powers of attorney can focus on day-to-day money management while advance healthcare directives allow you to designate a health care agent and set treatment preferences. Providing clear written instructions and keeping copies of these documents accessible to family and medical providers reduces uncertainty and helps appointed decision-makers act promptly and confidently.
Not all assets must be placed in a trust to avoid probate, but assets that remain titled in your name at death may go through probate unless they have designated payable-on-death beneficiaries or are otherwise exempt. Accounts with beneficiary designations, jointly held property, and certain small estates may pass outside of probate. Transferring titles and coordinating beneficiary designations with a trust can reduce the scope of probate and simplify administration. Reviewing your asset titles and designations with a legal advisor helps determine which transfers are necessary to align your estate plan and accomplish your goal of avoiding unnecessary probate.
A pour-over will works alongside a revocable living trust and directs any assets not transferred into the trust during your lifetime to be ‘poured over’ into the trust at death. It acts as a safety net to catch overlooked property and ensures those assets are distributed according to the trust’s terms. While a pour-over will itself may still pass through probate for the assets it covers, combining it with a properly funded trust minimizes surprises and centralizes your estate’s administration. Including a pour-over will is a common planning measure to maintain a cohesive overall plan.
It is recommended to review your estate plan periodically and after major life events such as marriage, divorce, birth or adoption of children, significant changes in assets, or changes in health status. Laws and personal circumstances evolve, and updates keep documents aligned with current wishes and family situations. Even without major changes, a periodic check every few years can confirm that beneficiary designations, account titles, and trust funding remain accurate and effective. Proactive reviews reduce the risk of unintended outcomes and ensure your plan continues to reflect your priorities and realities over time.
Yes, you can include provisions for pets in your estate plan by establishing a pet trust or naming a caretaker and providing funds for care. A pet trust designates a trustee to manage funds used for the pet’s care and names a caretaker responsible for day-to-day needs. This creates a legally enforceable mechanism to ensure your pet receives for its lifetime or a specified period after you are gone. Including clear instructions and financial provisions in the plan reduces uncertainty and ensures your pet’s wellbeing, even when you are no longer able to provide direct care.
Funding a trust generally requires transferring asset titles into the trust’s name, updating account ownership, and changing beneficiary designations where appropriate. Real property deeds may need to be re-recorded in the trust’s name, and financial accounts may require retitling or beneficiary changes. Preparing general assignments and certifications of trust can assist in satisfying institutions that review trust documentation. Proper funding ensures the trust can operate as intended and reduces the likelihood of assets passing through probate. Assistance with funding helps ensure all steps are completed correctly and consistently across institutions.
Special needs trusts allow you to provide supplemental support for a loved one with disabilities while preserving eligibility for government benefits like Medi-Cal or Supplemental Security Income. These trusts are designed to supplement, not replace, public benefits, and are drafted with terms that avoid direct cash distributions that could disqualify benefit eligibility. Naming a trustee to manage trust distributions and providing clear instructions helps ensure funds are used for housing, therapy, education, and quality-of-life expenses. Proper drafting and administration preserve benefits while delivering meaningful assistance tailored to the beneficiary’s needs.
A trust modification petition may be necessary when circumstances change in ways that require judicial approval to modify or clarify a trust’s terms or to obtain recognition of transfers. Common situations include resolving disputes about funding, addressing ambiguities in trust language, or seeking court oversight when beneficiaries or trustees disagree. When parties are unable to resolve matters through amendment or agreement, a petition can provide a structured legal remedy. Consulting about potential modification needs helps determine whether informal amendments suffice or whether a formal filing is required to protect the plan’s objectives and provide certainty.
A Heggstad petition is a legal filing used in California when an asset was intended to be transferred into a trust but remains titled in the individual’s name, and the court is asked to recognize that the asset is trust property. This petition helps confirm that the asset should be administered under the trust’s terms despite the technical title remaining outside the trust, often because the transfer was incomplete or overlooked. It provides a remedy to align asset ownership with the decedent’s intent and to avoid unnecessary estate administration complications, restoring the intended coordination of the estate plan.
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