Estate Planning — Utah Statewide

Protect your family before it matters most.

A properly drafted will, trust, or power of attorney protects your wishes, your assets, and your family — not Utah’s probate court. We make estate planning straightforward, affordable, and complete.

I. Practice Focus

Plans built around your family.

Estate planning isn’t just paperwork — it’s a conversation about what matters to you and how to protect it. We listen first, draft second.

01

Last Will & Testament

A clear, properly executed will directs how your assets are distributed and who cares for your minor children. Without one, Utah’s intestacy statute decides — often poorly. We draft wills that hold up in court.

02

Revocable Living Trusts

A living trust avoids probate, preserves privacy, and provides for incapacity. For most Utah families with real property or significant assets, a trust is the foundation of a complete estate plan.

03

Powers of Attorney

Durable financial and healthcare powers of attorney let trusted people manage your affairs if you can’t. Without these documents, your family may need court guardianship — slow, expensive, and public.

04

Healthcare Directives

Utah’s Advance Health Care Directive lets you specify medical treatment preferences and designate a healthcare agent. We help you make these decisions calmly, before a crisis forces them.

05

Probate & Estate Administration

When a loved one passes, surviving family must navigate probate, asset transfers, and creditor claims. We guide executors and administrators through every step of the process.

06

Trust Administration

If you’re named trustee of a family trust, you have specific legal duties. We advise trustees on distributions, accounting, tax filings, and beneficiary communications.

II. Our Approach

How we build your plan.

Every case follows the same disciplined methodology. The results vary, but the diligence doesn't.

01

Initial Consultation

We start by understanding your family, assets, concerns, and goals. There’s no one-size-fits-all estate plan — yours should reflect your specific situation.

02

Plan Recommendation

Based on your circumstances, we recommend the right combination of documents — will, trust, powers of attorney, healthcare directive, beneficiary designations.

03

Drafting & Review

We draft your documents and review them with you in plain English, making sure you understand what each provision does and why it’s there.

04

Execution & Storage

We supervise proper signing and witnessing under Utah law, then provide originals and digital copies. We’re available for updates as your life changes.

III. Common Questions

Utah estate planning — your questions.

General answers only. Every plan is built around your family and your assets.

Yes. Without a will, Utah’s intestacy statutes decide who inherits (Utah Code § 75-2-101 and following), and a court decides who administers your estate. A will names your personal representative, a guardian for minor children, and who receives what, regardless of the size of the estate.
A will takes effect at death and usually passes through probate. A revocable living trust holds your assets during your lifetime, lets a successor trustee step in if you become incapacitated, and passes assets at death without court involvement. Many Utah families use both: a trust for the main assets and a short “pour-over” will as a backstop.
It depends on how assets are titled. Assets held in a trust, jointly owned, or with a named beneficiary avoid probate. Utah also allows a small-estate affidavit instead of probate when the probate estate is $100,000 or less and includes no real property (Utah Code § 75-3-1201). Everything else goes through the district court, which a plan is designed to avoid.
A durable power of attorney names someone to handle finances if you cannot (Utah Uniform Power of Attorney Act, Utah Code § 75-9-101 and following). An advance health care directive names a medical agent and records your treatment wishes (§ 75-2a-101 and following). Without them, your family may need a court-appointed guardian or conservator to act for you.
Estate planning is billed as a flat fee quoted at the initial consultation, which is a paid meeting with an attorney, not a free case assessment. Call (801) 627-1110 to schedule; bring a list of your assets, accounts, and the people you want to name.
Contact

Free case analysis.

No obligation. No judgment. Just answers from experienced Utah defense attorneys.

Phone — 24/7
(801) 627-1110Our staff answers 24/7.
Office
3856 Washington BlvdOgden, Utah 84403 · Open 24 hours
Coverage
Statewide UtahAll districts & justice courts · Se Habla Español

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