Bring what you already signed
I review plans from other attorneys, and plans families signed years ago. The question is simple. Does this still match the people and the property?
You don’t need a perfect binder. A PDF is fine. If you can’t find it, we’ll start with what you remember and what the county record shows.
The gaps I see most
A trust that never received the deed. I wrote about that in a signed trust that was never funded.
Beneficiary forms that still name an ex-spouse, or no one. The will doesn’t fix that. See beneficiary designations.
A health care directive signed before Utah’s January 1, 2026 update. The old one can still be valid. The new form is worth a look. I explained it in the health care directive post.
A move into Utah is its own reason
Utah is not a community property state. Arizona and Texas are. If you brought documents from one of those states, or you still own a house there, the plan has to say so.
I’m licensed in Utah, Arizona, and Texas. That’s the list. I can read the out-of-state piece instead of sending you to a second lawyer in those states.
Sometimes we leave it alone
A review is not a sales pitch for a new binder. If the documents are current and the house is in the trust, I’ll say so.
Sometimes we amend. Sometimes we start over, because patching would create more confusion than a clean plan. I tell you which one before you hire me to draft.
What it costs
A complete individual plan starts at $2,500. A joint plan starts at $3,500. Those numbers, and what’s in them, are on the pricing page.
A review that turns into something else is still a flat fee, quoted after we talk. I don’t bill hourly. I don’t invent a review price on this page.
The hub is estate planning. If you want a plain list of what to look for before we meet, start with the checklist. Then book a consultation.