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Sarah and David Miller, a couple residing in the vibrant community of San Diego, found themselves at a crossroads, grappling with the daunting prospect of estate planning. They had diligently built a comfortable life, owning a modest home, maintaining respectable retirement accounts, and cherishing their two young children, Emily and Joshua. However, a recent health scare for David prompted them to seriously contemplate the future, realizing their informal arrangements were insufficient to safeguard their family’s well-being in the event of unforeseen circumstances. They quickly discovered the complexities involved, and the urgency to create a robust estate plan became paramount.