I run a small estate and elder-care consulting practice. It’s not glamorous. I help families sort out guardianships, long-term care plans, financial protections for aging parents. My own parents never asked what I actually did for a living. “Something with paperwork,” my mother used to say, waving her hand like I sold insurance door to door.

So when my grandmother — sharp as a tack until the very end, by the way — decided she wanted to update her estate plan, she didn’t come to me as her granddaughter. She came to me as a professional. And because I knew exactly how these cases get challenged, I did something most people never think to do.