Lolly employs a variety of will substitutes to transfer her assets,which consist principally of cash and investments in mutual funds,outside the probate process.In this situation,the most important consideration is to

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The most important consideration when employing will substitutes is to ensure that the arrangements benefit the intended persons. Avoiding the cost of probate may be a secondary consideration, but the primary goal is to ensure that the assets are transferred to the desired beneficiaries in a timely and efficient manner. Establishing grounds for a court's review or following the same principles as apply to testamentary transfers are not relevant in this context.

Lolly Employs a Variety of Will Substitutes to Transfer Her