Individual Estate Plan
From $2,500
For a single person who wants a complete, funded plan.
- The complete estate-plan package
- Written for one person
- House funded; first recording included
- Follow-up emails for banks and investments
Estate planning cost · Utah
Utah estate planning cost — every fee published.
You will know the cost before any drafting starts. Complex situations are quoted as a flat fee after the consultation — still no hourly meter.
Most families
Joint Estate Plan
From $3,500
For married couples who want one coordinated plan.
- The same complete package, for both of you
- Shared trust; wills, POAs, healthcare, HIPAA ×2
- House funded; first recording included
- Follow-up emails for banks and investments
LLC Formation
From $1,200
For new companies and owners who want it done right.
- Articles of organization filing
- Operating agreement
- EIN registration assistance
- Registered agent setup
- Member certificates
- State formation filing fee included
Want the company in your trust? That’s part of estate-plan funding, when it’s allowed.
Schedule a consultationPrices are starting points. Complex situations may be quoted higher after your initial consultation. You always receive a firm price before you commit.
What’s in every estate plan
The same complete package — individual or joint.
This is not a four-document starter kit. Every individual and joint plan includes the documents, the funding work, the binder, and the follow-up emails.
The documents
Revocable living trust
Holds what you put in it and passes it without probate.
Purpose of Trust
A short English statement of why the trust exists and what this family actually wants.
Pour-over will
Names guardians if you have kids, and catches anything left outside the trust.
Certificate of trust
The short form banks and title companies ask for — without handing over the whole trust.
Health care power of attorney
Names who speaks for you with doctors.
HIPAA authorization
Lets the people you choose see your medical information.
Healthcare directive
Your treatment wishes in writing — the advance directive.
Durable power of attorney
Lets someone you trust handle finances if you can’t.
State statutory form power of attorney
The official state form institutions often expect to see.
Personal property memorandum
Referenced in the trust and will, so you can update who gets household items without amending the whole plan.
Memorial instructions
Funeral and memorial wishes, written down so nobody has to guess.
Funding and what you leave with
Funding instructions
A written map for retitling banks, investments, and other accounts.
Business interests funded
When it’s needed and allowed, he assigns company interests into the trust.
Real estate funded
He handles the deed work. The first property’s recording is included. Extra properties: you pay the extra filing costs only.
Premium binder
Everything delivered in one organized binder your family can find.
Follow-up funding emails
After you sign, an educational sequence on how to fund banks, investments, and other accounts.
Purpose of Trust
Every individual and joint plan includes a Purpose of Trust. That’s a short, plain-English statement of why the trust exists and what this family actually wants. I write it for this family, not leftover template language. That way the binder isn’t a mystery if someone has to pick it up later.
Joint plans are the same package, coordinated for both spouses — a shared trust, plus wills, powers of attorney, healthcare documents, and HIPAA authorizations for each of you.
One year of minor updates is included with every estate plan.
Pricing questions
Because you should know the cost before we start. Hourly billing rewards confusion. A published flat fee rewards a clear scope, a finished plan, and no surprise invoices.
Ready when you are
Let’s put a real plan in place.
A thirty-minute conversation. No pressure, no hourly meter. We’ll figure out what you actually need.