Estate planning for your family in Utah.

Your plan should fit your family and Utah law.

I’ll learn how your family and assets are organized, explain what the choices do, and prepare the documents you need in Utah.

Depending on your situation, the documents may include a revocable living trust, will, durable power of attorney, advance health care directive, and related documents. The right combination depends on your family, assets, goals, and how property is titled.

When does the court become involved?

Utah’s court system handles probate, guardianship, and conservatorship matters and publishes separate public guidance for powers of attorney and advance health care directives. A plan can make administration more predictable and may keep properly planned assets outside probate. No document can guarantee that a court will never be involved.

For parents, a will is also where guardian nominations are typically made. A court retains responsibility for appointing a guardian based on the child’s best interests, but your valid nomination gives the court important evidence of your choice.

What is different in Utah?

You can do the planning by video.

1. Start with a free 30-minute call with me. Tell me about your family, what prompted you to plan, and any deadline you have.
2. Work through the key decisions in a planning meeting. I explain each choice, and you can ask questions as we go.
3. Review the documents with me, complete the required signing, and meet with me again to identify the assets that should be coordinated with the trust.

Meetings are held by video. I coordinate the witnesses, notarization, and other formalities required for your documents and circumstances.