Pour-Over Wills Lawyer in Park City, Tennessee

Guide to Pour-Over Wills: How They Work and Why They Matter

A pour-over will is an important component of many estate plans in Park City and across Tennessee. This document acts as a safety net that transfers any assets not already placed into a trust into that trust at death. For families who create a revocable living trust but may unintentionally leave accounts or property outside the trust, a pour-over will helps ensure those assets are collected and distributed according to the trust’s terms. Jay Johnson Law Firm in Hendersonville can explain how a pour-over will complements a living trust and helps simplify administration during a difficult time.

Many people choose a pour-over will to reduce the chances that important assets will be left unmanaged or distributed contrary to their wishes. The pour-over will does not necessarily avoid probate for every asset, but it centralizes the decedent’s estate plan so the trust ultimately controls distribution. In Tennessee, using a pour-over will together with a properly funded trust provides a clear path for transferring assets. If you are considering estate planning in Park City, a conversation about pour-over wills and how they interact with trusts, beneficiary designations, and property titles can save time and reduce uncertainty for loved ones.

Why Pour-Over Wills Are Valuable in Estate Planning

A pour-over will provides a straightforward way to make sure that any assets overlooked during lifetime funding of a trust are transferred into that trust after death. This approach helps protect the overall intent of the estate plan, maintaining consistency with how assets are distributed and managed. For families in Lincoln County and nearby communities, a pour-over will supports continuity by directing remaining probate assets into the trust so the trustee can follow the grantor’s instructions. It also helps reduce disputes about ownership after death by clarifying that certain property should be administered under the trust’s terms rather than by an informal arrangement.

About Jay Johnson Law Firm and Our Approach to Pour-Over Wills

Jay Johnson Law Firm serves clients in Park City, Lincoln County, and throughout Tennessee with practical estate planning and probate services. The firm focuses on clear communication, careful document drafting, and thoughtful review of assets and beneficiary designations to make sure plans accomplish clients’ intentions. When preparing pour-over wills and related trust documents, the firm emphasizes careful coordination so that the estate plan operates smoothly at the time of incapacity or death. Clients receive straightforward guidance about how a pour-over will interacts with trusts, life insurance, retirement accounts, and jointly held property to minimize surprises for family members.

Understanding Pour-Over Wills and How They Fit Into an Estate Plan

A pour-over will functions as a backup to a trust-based estate plan, capturing assets that were not transferred into the trust during the grantor’s lifetime. It names the trust as the beneficiary of any residual probate estate, thereby funneling remaining assets into the trust so the trustee can distribute them according to the trust’s terms. For many Tennessee residents, this arrangement provides clarity and a single point of reference for distribution instructions, especially when accounts or property titles were inadvertently left outside the trust. Understanding the interplay between probate, trust administration, and beneficiary designations is essential when deciding whether a pour-over will is appropriate.

Although a pour-over will directs leftover assets into a trust, it does not eliminate the need for probate where certain assets must pass through the probate court first. The will simplifies distribution by transferring probate assets into the trust after the court has closed the estate, but the probate process itself may still be necessary for those items. In Park City and across Tennessee, careful planning and timely trust funding can reduce the number and value of assets subject to probate. The pour-over will functions as an important safety mechanism to maintain the integrity of a trust-based plan when funding is incomplete.

What a Pour-Over Will Is and How It Operates

A pour-over will is a testamentary instrument that directs any assets not already included in a trust to be transferred into that trust after the testator’s death. It typically appoints a personal representative to oversee probate and includes language that identifies the trust as the ultimate recipient of residual property. The document is especially common when a revocable living trust serves as the primary vehicle for estate distribution but some assets may remain titled in the individual’s name. By consolidating leftover assets under the trust, the pour-over will helps ensure that the trust’s distribution instructions apply consistently across the estate.

Key Components and Administration Steps for a Pour-Over Will

A pour-over will generally contains several essential components including the identification of the testator, appointment of a personal representative, instructions to transfer residual assets into the trust, and signature and witnessing language that satisfies Tennessee law. Following death, the personal representative may open probate to gather and value assets that were not previously titled to the trust, then execute a pour-over to move those assets into the trust for distribution. Proper coordination with trustee actions and beneficiary designations is important so the intended plan is carried out efficiently and with minimal confusion for heirs and fiduciaries.

Key Terms and Glossary for Pour-Over Wills

Knowing the common terms used with pour-over wills and trusts makes it easier to follow the planning and administration process. This glossary covers practical definitions and how each concept applies during lifetime planning and after death. Terms such as trust, trustee, probate, personal representative, residuary estate, and funding will arise repeatedly when documenting and executing a pour-over will. Understanding these elements helps people in Park City and Lincoln County make well-informed choices about titles, beneficiary forms, and how to ensure that assets ultimately reach the trust as intended by the plan.

Trust

A trust is a legal arrangement where property is held by one party for the benefit of another under specified terms. In the context of a pour-over will, the trust typically contains instructions about who will receive assets, when they will receive them, and how those assets should be managed. A revocable living trust allows the creator to change or revoke the trust during life and often acts as the main vehicle for estate distribution at death. The pour-over will directs assets not already in the trust to be transferred into it so the trust’s provisions control distribution and management for beneficiaries.

Personal Representative

The personal representative, sometimes called an executor in other jurisdictions, is the person appointed under the will to administer the probate estate. Responsibilities can include identifying and collecting assets, paying valid debts and taxes, and distributing remaining assets as directed by the will or by law. When a pour-over will is used, the personal representative may also coordinate with the trustee to transfer residual probate assets into the trust. Choosing someone who understands the role and can communicate with heirs and financial institutions simplifies the administration process.

Probate

Probate is the legal process that validates a will, oversees administration of assets left in the decedent’s name, and resolves creditor claims under court supervision. Even when a pour-over will is part of an estate plan, assets that were not transferred into a trust before death may need to go through probate so title can be cleared and those assets can be transferred into the trust. Probate procedures vary by state and can involve specific filing requirements, timelines, and court oversight. Proper planning can reduce the extent of probate, but the pour-over will provides a method to capture remaining assets into the trust.

Funding

Funding refers to the process of transferring assets into a trust during the creator’s lifetime, which can include retitling property, updating account ownership, or designating the trust as beneficiary where permitted. Complete funding reduces the number of assets that must go through probate and streamlines administration after death. Despite careful funding, some assets may remain outside the trust; a pour-over will addresses that gap by directing those leftover assets to the trust. Regular reviews of accounts, deeds, and beneficiary forms help keep a trust properly funded and minimize reliance on the pour-over will.

Comparing Pour-Over Wills to Other Estate Planning Choices

When considering how to structure an estate plan, it helps to compare a trust-based plan with a pour-over will to alternate options like a will-only plan or beneficiary designations. A trust with a pour-over will provides a means of consolidating distribution decisions and may reduce the visibility of assets going through probate, while a will-only plan leaves all probate assets to the court-supervised distribution process. Beneficiary designations and joint ownership can transfer certain assets outside probate, but they must be coordinated with the overall plan. Choosing the right combination depends on asset types, family dynamics, and personal priorities for privacy and continuity.

When a Simpler Will-Only Approach May Work:

Small Estates with Clear Beneficiaries

For some individuals, a straightforward will may be appropriate when the estate is relatively small and most assets have clearly designated beneficiaries or are jointly owned. In these situations, costs and paperwork associated with setting up and funding a trust might outweigh potential benefits, and family members may prefer a direct will-based distribution. A pour-over will may be unnecessary if there are few assets that could cause probate complications. Nonetheless, even simple estates benefit from periodic review to confirm that titles and beneficiary forms reflect current intentions and minimize unintended probate matters in the future.

Minimal Need for Ongoing Asset Management

If there is no anticipated need for ongoing management of assets for beneficiaries after death, and heirs are prepared to receive property outright, a will-only plan can provide a clear route for distribution without the structure of a trust. This option may suit people who prioritize simplicity and lower upfront costs. That said, a pour-over will can still serve as a safeguard for any assets left out of planning, but in some cases it is reasonable to rely on beneficiary designations and joint ownership for transfer without creating a trust.

When a Comprehensive Approach Including a Trust and Pour-Over Will Is Advisable:

Complex Family or Financial Situations

Families with blended households, minor beneficiaries, special needs family members, or complex asset holdings often benefit from a trust-based plan paired with a pour-over will. Trusts allow for tailored distribution timing and management, protecting beneficiaries who may need assistance handling assets. The pour-over will then captures any remaining property into the trust so the comprehensive plan governs all distributions. In these situations, aligning trust provisions, titling, and beneficiary designations avoids confusion and reduces the potential for disputes after death, offering a clearer path forward for fiduciaries and heirs.

Desire for Privacy and Continuity

A trust-based plan with a pour-over will can provide more privacy than a will-only plan because trusts generally avoid public court files for many assets. Individuals who place a high value on keeping financial affairs private, or who want centralized asset management for beneficiaries, may prefer this comprehensive approach. The pour-over will ensures that any assets not retitled to the trust still become subject to the trust’s confidential administration. This combination supports continuity in asset management and makes it simpler for trustees to follow the grantor’s intent without unnecessary public proceedings.

Benefits of Combining Trusts With a Pour-Over Will

Using a trust together with a pour-over will yields several practical benefits, including consistent distribution instructions, potential reduction in assets subject to open probate, and clearer guidance for fiduciaries who must manage and distribute property. Trust provisions can set schedules for distributions, provide protections for beneficiaries, and outline management terms for property or investments. The pour-over will operates as a backstop that preserves the trust’s overall control by funneling any overlooked assets into the trust so those assets are treated according to the established plan and not left to default rules.

Another advantage of the combined approach is the ability to plan for incapacity as well as death. Many trust documents contain provisions that assign a successor trustee to manage assets if the grantor becomes unable to do so. The pour-over will complements this arrangement by ensuring that any assets discovered after death are consolidated under the trust’s terms. For families in Park City and surrounding Tennessee communities, this integrated planning promotes continuity and helps reduce conflicts among heirs by clarifying the grantor’s intentions and providing a single document that controls distribution.

Consistency in Carrying Out Your Wishes

A primary benefit of pairing a trust with a pour-over will is the assurance that the grantor’s distribution decisions remain consistent even if some assets were not retitled during life. By moving overlooked property into the trust, fiduciaries can administer the entire estate under unified instructions, reducing the likelihood of conflicting interpretations or fragmented distributions. This consistency helps heirs understand how assets were intended to be handled and can reduce administrative burdens by giving the trustee a clear roadmap for distribution and management according to the trust’s terms.

Reduced Administrative Complexity for Beneficiaries

When a trust is the primary distribution vehicle, beneficiaries and fiduciaries often experience less administrative complexity because the trustee oversees distribution according to pre-set terms without requiring repeated court involvement. The pour-over will supports this ease of administration by directing remaining probate assets into the trust so those assets are handled under the trust’s mechanisms. This reduction in complexity can translate into fewer disputes and a more orderly transition of assets, which is especially helpful for families who prefer predictable management and distribution during a sensitive period.

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Practical Tips for Pour-Over Wills and Trust Funding

Review beneficiary designations and account titles regularly

Periodic reviews of beneficiary designations, account titles, and property deeds are essential to keep a trust-based plan functioning as intended. Life changes such as marriage, divorce, the birth of children, or new property purchases can alter the appropriateness of existing designations. Regular check-ins help identify accounts that should be retitled to the trust or beneficiary forms that should be updated to avoid conflicts. Taking proactive steps to align asset ownership with your estate plan reduces reliance on the pour-over will and lowers the chance of probate complications for heirs.

Keep a clear inventory of assets for smoother administration

Maintaining an up-to-date inventory of accounts, deeds, insurance policies, and retirement plans makes it much easier for a personal representative and trustee to identify assets at the time of death. A written list with contact information for financial institutions and account numbers can accelerate the process of retitling or transferring property into a trust. While a pour-over will will catch residual assets, a clear inventory minimizes delays and reduces stress for family members who may be trying to locate assets during a difficult period.

Coordinate trusts, wills, and other documents intentionally

When establishing a trust and pour-over will, coordinate related documents such as powers of attorney, health care directives, and beneficiary forms to ensure a unified plan. Consistency among these instruments prevents conflicting instructions and clarifies who holds decision-making authority during incapacity or after death. Clear coordination also helps fiduciaries understand the scope of their duties and reduces the potential for disputes. Thoughtful document alignment ensures that a pour-over will complements the trust and strengthens the overall approach to estate planning.

Reasons to Include a Pour-Over Will in Your Estate Plan

A pour-over will is often chosen because it provides a safety mechanism that captures assets overlooked when funding a trust, helping to ensure the overall plan controls distribution. People who have varied account types or who anticipate changes in holdings may find this arrangement particularly helpful. The pour-over will can simplify how an estate is ultimately managed by directing remaining property into the trust, where the trustee follows the established distribution instructions. This reduces the risk that unintended laws or informal arrangements will determine asset distribution after death.

Including a pour-over will also can improve continuity for beneficiaries who need managed distributions over time or who cannot immediately handle a large inheritance. Because the trust governs such distributions, family members receive consistent guidance and oversight. The pour-over will complements incapacity planning as well by consolidating assets into an instrument that can be managed on behalf of beneficiaries. For many Park City residents, this combination provides clarity, reduces family friction, and gives fiduciaries a clear set of instructions for carrying out the grantor’s wishes.

Common Situations Where a Pour-Over Will Is Useful

Certain circumstances make a pour-over will especially useful, including recently created trusts where funding may be incomplete, changes in account ownership during life, or complex family arrangements requiring managed distribution. Individuals who acquire new property or accounts and do not retitle them before death can rely on a pour-over will to move those assets into the trust. Additionally, when planning for beneficiaries who may not be ready for outright distributions, the trust plus pour-over structure creates mechanisms for ongoing management and oversight consistent with the grantor’s intentions.

Newly Created Trusts with Incomplete Funding

When a trust has been recently established, owners sometimes delay or overlook the administrative step of retitling accounts and deeds into the trust. A pour-over will addresses this gap by ensuring any assets still in the individual’s name at death will be transferred into the trust for distribution. This safeguard helps maintain the integrity of the estate plan despite common oversights. Regular follow-up to complete funding is still advisable, but the pour-over will offers peace of mind by capturing remaining property for the trustee to administer according to the trust’s terms.

Changes in Asset Ownership or Unexpected Acquisitions

Life events such as receiving an inheritance, purchasing new property, or opening new accounts can create assets that remain outside the trust if not promptly retitled. A pour-over will ensures those unexpected additions become part of the trust after death, avoiding the potential for inconsistent distribution. This approach is practical for individuals who anticipate changes in their holdings or who have difficulty keeping up with administrative retitling tasks, because it preserves the overall plan despite incidental lapses in funding.

Desire for Centralized Management for Beneficiaries

Families who want a single, centralized plan for how assets will be managed and distributed often choose a trust with a pour-over will so all property is administered consistently. This arrangement is helpful when beneficiaries will receive distributions over time, require oversight, or when the grantor wishes to set conditions or protections around inheritances. The pour-over will moves leftover assets into the trust, enabling the trustee to administer the estate as originally intended and reducing the likelihood of conflicting directions from separate documents or informal arrangements.

Jay Johnson

Local Estate Planning Services in Park City, TN

Jay Johnson Law Firm provides estate planning and probate guidance to residents of Park City and surrounding areas in Lincoln County. The firm helps clients evaluate whether a trust with a pour-over will fits their needs, reviews assets and beneficiary forms, and prepares clear documents that reflect each client’s intentions. Whether you are creating a new plan or updating an existing one, the firm focuses on practical solutions that help families reduce confusion and streamline administration when incapacity or death occurs.

Why Choose Jay Johnson Law Firm for Pour-Over Wills

Jay Johnson Law Firm is knowledgeable about Tennessee probate rules and trust administration and assists clients with documents that work together cohesively. The firm places emphasis on listening to client goals, reviewing asset ownership and beneficiary information, and drafting pour-over wills and trust provisions that reflect those goals. For individuals and families in Park City, having coordinated estate documents reduces uncertainty and helps ensure that assets transfer according to plan with clear direction for fiduciaries and heirs.

The firm provides personalized attention to each client’s situation, helping identify which assets should be retitled to the trust and which beneficiary designations may require adjustment. Clear explanations about the probate implications and how a pour-over will functions with a trust allow clients to make informed decisions. The goal is to create a practical, durable plan that minimizes administrative burdens while preserving the grantor’s intentions for distribution and management of assets after death.

Clients working with Jay Johnson Law Firm receive straightforward guidance on next steps after establishing a trust and pour-over will, including recommendations for completing trust funding and maintaining up-to-date documentation. The firm can also assist personal representatives and trustees during administration, offering clarity when questions arise and helping to avoid unnecessary delays. For residents of Lincoln County and the surrounding region, the firm aims to make estate planning accessible and to deliver documents that stand up to common real-world issues.

Schedule a Consultation to Review Your Pour-Over Will Needs

How We Handle Pour-Over Will and Trust Matters at Our Firm

The process typically begins with a thorough review of existing documents, account ownership, and beneficiary designations. We then recommend a tailored approach—whether creating a trust and pour-over will or adjusting current arrangements—to meet the client’s goals. Drafting and execution follow Tennessee formalities so documents are effective and enforceable. After signing, the firm provides guidance on funding the trust, keeping records, and steps for updating the plan as circumstances change. If administration is required later, we support fiduciaries through the necessary probate or trust procedures.

Step 1: Initial Review and Plan Design

The initial step focuses on gathering information about assets, family circumstances, and planning objectives. We review deeds, account statements, beneficiary forms, and existing estate documents to identify gaps and opportunities. This stage helps determine whether a trust with a pour-over will is appropriate or if alternative arrangements better fit the client’s situation. Clear communication about desired outcomes guides the design of documents that reflect the intention to centralize distribution and minimize future administration burdens for loved ones.

Asset Inventory and Document Review

Creating a comprehensive inventory of accounts, deeds, and policies is essential for effective planning. We catalog items that may need retitling or updated beneficiary designations and identify assets likely to be gathered under a pour-over will if not transferred before death. This thorough review informs clear recommendations and avoids surprises later. Accurate records make it easier to implement the estate plan and reduce the administrative workload for both the personal representative and trustee at the time of death.

Goal Setting and Drafting Strategy

After identifying assets and priorities, we work with clients to set concrete goals for distribution, incapacity planning, and any protections or conditions needed for beneficiaries. This strategy shapes how trusts and the pour-over will are drafted, aligning legal language with practical objectives. The plan may include distribution schedules, management instructions for minor beneficiaries, and guidance for successor fiduciaries. A thoughtful drafting strategy prevents ambiguous terms and ensures that documents function as intended when they are needed.

Step 2: Document Preparation and Execution

Once the plan is defined, we prepare the pour-over will, trust documents, and any ancillary instruments such as powers of attorney and health care directives. Documents are drafted to comply with Tennessee legal requirements and to coordinate with existing account rules. We then review the papers with the client, explain signing and witnessing steps, and address any final questions prior to execution. Proper signing and storage of original documents are critical to ensuring their effectiveness when needed.

Drafting Trust and Will Language

Drafting focuses on clarity and coordination between the trust and pour-over will so both instruments work together seamlessly. The will names a personal representative and directs residual assets to the trust while the trust sets out distribution instructions and fiduciary duties. Attention to detail in language reduces the likelihood of later disputes and simplifies administration for the trustee. Clear drafting also helps financial institutions and courts understand the documents’ purposes and accept the intended transfers without unnecessary delay.

Execution and Document Safekeeping

Execution follows Tennessee formalities, including signing and witness requirements, to ensure the pour-over will and related documents are legally valid. After signing, storing originals in a secure location and providing copies or access information to trusted fiduciaries helps during administration. We provide recommendations for safekeeping and offer guidance on who should be informed about the location of documents. Proper execution and safekeeping reduce confusion and help fiduciaries move efficiently when the documents must be implemented.

Step 3: Funding, Review, and Ongoing Maintenance

After documents are executed, the next phase involves funding the trust by retitling accounts, updating beneficiary designations, and recording deeds where appropriate. Regular reviews of the plan and asset inventory help catch newly acquired items that should be retitled. We recommend periodic check-ins to confirm accounts remain aligned with the plan and to adjust documents as life events occur. Ongoing maintenance preserves the effectiveness of the trust and reduces the reliance on the pour-over will to capture assets at death.

Trust Funding Actions

Funding may include changing titles on bank accounts, deed transfers for real estate, and updating beneficiary forms where allowed. Some assets like retirement accounts and certain insurance policies have rules about beneficiary designations that must be handled carefully to avoid unintended tax or distribution consequences. Completing these steps reduces the number of assets that would otherwise pass through probate and simplifies administration for fiduciaries. We assist clients with the practical steps and provide checklists to make the funding process manageable.

Periodic Reviews and Updates

Regular updates to estate planning documents are recommended after major life events such as marriage, divorce, births, death of a beneficiary, or significant changes in finances. Periodic review ensures that trusts and pour-over wills reflect current intentions and legal changes. Revisiting the plan also provides an opportunity to confirm that trust funding remains complete and to make any necessary corrections. These routine check-ins help preserve the plan’s integrity and reduce the likelihood of disputes or administration delays when the documents must be used.

Frequently Asked Questions About Pour-Over Wills

What is the difference between a pour-over will and a regular will?

A pour-over will differs from a regular will by its specific purpose of directing any property not already in a trust to be transferred into that trust after death. While a regular will sets out final distribution instructions for the probate estate, a pour-over will acts primarily as a funnel to channel leftover probate assets into the trust so those assets are administered under the trust’s terms. The document typically names a personal representative to handle probate and contains language identifying the trust as the recipient of the residuary estate. This coordination helps keep the estate plan centralized and consistent for beneficiaries.

A pour-over will does not always avoid probate for all assets, because assets titled in the decedent’s name at death may still require probate administration before being transferred into the trust. The pour-over will ensures those assets ultimately become part of the trust, but the probate process may still be needed to clear title or pay debts and taxes. Proper trust funding during life reduces the number of assets that must pass through probate, while the pour-over will remains a safety net to capture any items that were not retitled or otherwise designated to pass outside probate.

A pour-over will and a revocable living trust work together by making the trust the repository for residual assets not already placed in the trust. Upon death, the personal representative may go through probate for property left in the decedent’s name, then transfer those assets into the trust as directed by the pour-over will. Once the assets are in the trust, the trustee administers them under the trust terms. This arrangement supports consistent distribution practices and centralized management for beneficiaries according to the trust’s instructions.

While retitling accounts into the trust is an important funding step, not every account necessarily must be retitled; some assets use beneficiary designations or joint ownership to pass outside probate. However, incomplete funding increases the likelihood that some property will go through probate and be handled via the pour-over will. We recommend reviewing each account type and, where appropriate, retitling or updating designations to align with the trust to reduce the need for probate and simplify administration for fiduciaries and beneficiaries.

Selecting a personal representative and trustee involves choosing someone who is trustworthy, organized, and willing to carry out fiduciary duties. In some families, the same person serves in both roles, but in other cases separate individuals or institutions are chosen for checks and balances. Consider factors such as proximity, financial familiarity, and the ability to communicate with family members when making this decision. Naming suitable successors ensures continuity if the primary fiduciary is unable or unwilling to serve.

A pour-over will can be changed or revoked during the testator’s lifetime as long as the testator has testamentary capacity and follows Tennessee formalities for executing or amending wills. If the underlying trust changes, corresponding updates to the pour-over will may be necessary to reflect the current trust name or terms. Periodic review and updates help ensure that the will remains aligned with the overall estate plan and avoids creating conflicts between documents.

It is advisable to review your estate plan and pour-over will periodically, especially after major life events like marriage, divorce, births, deaths, or significant financial changes. Routine reviews every few years help confirm that assets are properly titled, beneficiary designations are current, and documents reflect your current intentions. This proactive maintenance helps prevent surprises and reduces the likelihood that assets will unintentionally pass outside the trust, thereby minimizing potential probate and administration complications for your family.

Assets with beneficiary designations typically pass directly to the named beneficiaries and do not go through probate, unless the designation is invalid or the account owner and beneficiary rules require court involvement. It is important to coordinate beneficiary designations with your trust and pour-over will so these instruments do not conflict. Periodically checking retirement accounts, life insurance, and payable-on-death accounts ensures those designations match your overall plan and that unintentional outcomes are avoided.

Using a pour-over will can reduce confusion by funneling leftover assets into a trust that contains clear distribution instructions, but it does not necessarily speed up the probate process for items that must still be probated. The primary advantage is consolidating administration under the trust once residual assets have been moved into it. Proper funding of the trust during life tends to produce faster and less complicated results, while the pour-over will serves as a backup to capture assets that were missed during funding.

Jay Johnson Law Firm can assist by reviewing your current estate documents, preparing a pour-over will and trust instruments that work together, and advising on funding steps to align accounts and deeds. The firm also guides you through execution formalities and offers practical recommendations for maintaining your plan over time. If administration becomes necessary, the firm can support fiduciaries with probate or trust administration matters to help carry out the decedent’s intentions consistently and efficiently.

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