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Estate Planning
Plan for and protect your loved ones. We understand that everyone’s situation is unique. We offer a spectrum of estate planning to match your needs and budget.
Estate Planning Attorney UTAH
You Need
A recent survey found that 60% of U.S. adults do not have a will or a trust. Don’t put off planning for you and your loved ones. You and your family deserve better than the laws of intestacy (laws that govern what happens when you don’t have an estate plan). Contact our Utah estate planning attorney today and we can help you avoid the pitfalls of the lack of planning, as well as common planning oversights, including: disability planning, gift & estate tax, probate, family discord, and unintentional disinheritance to name a few.
We understand that for many people it is difficult to think about dealing with the loss of a loved one. It can be even more difficult to think that you won’t always be around to take care of the people you most cherish. Proper estate planning can help allay some of your fears by giving you peace of mind that your loved ones will be taken care of.
Working with our Utah estate planning attorneys you will be guided every step of the way to organize your estate—regardless of size or complexity. We will help you setup the legal instruments to protect you and your loved ones, provide for your spouse and or family at your demise, and ensure that your assets are distributed, and your wishes are followed in a controlled way.
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Estate Planning
Services
Schedule an a free 15 minute consultation to discuss your estate planning needs.
- Revocable Living Trusts
- QDOT for non-US Citizens
- Special Needs Trusts
- Fire-arm Trusts
- Retirement Planning
- Charitable Planning
- Incapacity Planning
- Special Needs Planning
- Business Succession Planning
- Utah Asset Protection Trust
- Tax Planning
- Lifetime Gift Planning
- Legacy Planning
- Powers of Attorney
- Wills
- Guardianships
Complete Plans
All of our estate plans all include the following general estate planning documents
- Last Will & Testament
- Health Care Directives
- General Powers of Attorney
- Summary of Estate Plan
- Guardianship Nomination
- HIPPA Waivers
- Final Disposition
- Transfer Documents*
- Certificate of Trust*
- Declaration of Trust*
- Assignment of Personal Property*
Do I Need Estate Planning
It is wise to create an estate planning and periodically revise and existing plan, if any of these conditions apply:
- You want to name a guardian for a child or children, should you pass away.
- You have a spouse and/or a child that you want to provide for if you either become incapacitated or die.
- You want to protect your assets from estate taxes, lawsuits, and creditors.
- You want to prepare for you own incapacitation, just in case.
- You have an opinion about your end-of-life medical care.
- You want your property and personal affects to be distributed according to your wishes.
- You have a special needs child.
Basic Estate Planning
If you have basic planning needs, know what you want and want to save hundreds with our paralegal prepared option:
- Basic Estate Planning
- Paralegal Prepared
- Save Hundreds
- Cheaper than Legal Zoom
- Law Firm Prepared
- Form for Every State
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