Suzy was recently diagnosed with a serious illness, that is expected to deteriorate her mental capacity over the next few years. Her older sister Ann is already under a doctor's care for the same condition and lives near a specialized medical facility in New Mexico. A few months ago, Suzy moved to New Mexico to receive medical care at the same facility and be near her sister. Suzy's gross estate is currently valued at $3,600,000, including $2,600,000 in a closely held family business. Suzy has a valid will executed a year ago. Given Suzy's situation, which of the following actions is most critical for her to take immediately?