Texas Hill Country

Texas estate planning attorney · Utah office

Texas estate planning attorney — a Utah lawyer licensed in Texas, so the work actually gets done there.

The office is in North Salt Lake. Jon is also licensed in Texas. Kids in Utah and parents in Houston — or a homestead you still own after you moved — shouldn’t mean two attorneys who never talk. One lawyer. One plan. Three states.

What Texas law means for your plan

Jon is licensed in Texas. The office is in North Salt Lake — 1010 North 500 East, Suite 200, North Salt Lake, UT 84054. Call or text (801) 872-9889. There isn’t a Texas storefront or a local Texas phone. That’s the point: you hire one Utah attorney who can actually do the Texas work.

This is for Utah families with parents or property in Texas, and for people who split time — a life on the Wasatch Front and a homestead you haven’t let go of. Kids here. Parents in Houston or Dallas. One coordinated plan, not two firms.

Texas is a community property state with an unlimited homestead exemption for qualifying property. Utah is not community property. If the family spans both, the plan has to respect those homestead rules and the Utah pieces — not treat them as the same file with a different cover.

Texas has specific rules around independent administration of estates, which can simplify probate when it’s set up properly. There is no state income tax or state estate tax. Federal estate tax thresholds still apply. Jon is licensed in Utah, Arizona, and Texas — those three only.

Every individual and joint plan is the same complete package — the documents, the funding work, the binder, and the follow-up emails. Joint plans cover both spouses. See what’s in every plan.

Communities we serve

Families and owners across Texas

Houston, Dallas, Austin, San Antonio, Fort Worth, Plano, Frisco, and McKinney are communities we serve — not Texas offices. Conversations start from North Salt Lake. Consultations can be virtual. If your town isn’t listed, you’re still welcome.

  • Houston

    Harris County

  • Dallas

    Dallas County

  • Austin

    Travis County

  • San Antonio

    Bexar County

  • Fort Worth

    Tarrant County

  • Plano

    Collin County

  • Frisco

    Collin County

  • McKinney

    Collin County

Ready when you are

I’d be honored to help.

A thirty-minute conversation. No pressure, no hourly meter. We’ll figure out whether Texas belongs in the same plan as Utah. Book a time that works.

Call or text (801) 872-9889