Estate planning attorney · Utah
We sit down, learn about your family, and build a plan that fits. Every document explained. The house and the company funded. Every fee agreed before we start.
What’s in the plan
Every piece has a job. We’ll walk you through each one in plain English. Joint plans are the same package, written for both of you.
A revocable living trust holds what you put in it and keeps that transfer out of probate. A pour-over will is the safety net — it names guardians if you have kids and catches anything that never made it into the trust. You also get a certificate of trust, the short form banks actually ask for.
Two financial powers of attorney — a durable POA and the state statutory form institutions often want — plus a health care power of attorney, a healthcare directive (your advance directive), and a HIPAA authorization so the right people can see your records.
Jon deeds the real estate into the trust. The first property’s recording is included; extra properties are just the extra filing cost. He also funds business interests when it’s needed and allowed. Banks and investments come with written instructions, then a follow-up email sequence that walks you through those accounts.
A personal property memorandum — referenced in the trust and will — so you can update who gets household items without rewriting the plan. Memorial instructions for funeral and memorial wishes. Everything in a premium binder. Then those funding emails after you sign.
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.
See the full list and published fees. Individual plans from $2,500. Joint plans from $3,500.
Who needs this
Without one, a court decides who raises your kids. Beyond that, estate planning makes sense for anyone who owns a home, has retirement accounts, carries life insurance, or simply wants their wishes followed. It is not about wealth. It is about clarity.
Utah is not a community property state. Arizona and Texas are. If you own property across those lines, the plan has to account for it. That’s ordinary work here.
Individual plans start at $2,500. Joint plans for married couples start at $3,500. Both include the same complete package: a revocable living trust, pour-over will, certificate of trust, durable and state statutory financial powers of attorney, health care power of attorney, healthcare directive, HIPAA authorization, funding instructions, deed work for the first property, business-interest funding when it’s allowed, a personal property memorandum, memorial instructions, a premium binder, and a follow-up email sequence on funding banks and investments. Joint plans coordinate that set for both spouses. Complex situations are quoted as a flat fee after we talk.
From the journal
The documents most families actually need — and the ones they can skip.
ReadGuardians, a first house, and why “we’ll do it later” is the expensive option.
ReadPasswords, photos, and accounts your family can’t get into without a plan.
ReadReady when you are
A thirty-minute conversation. No pressure, no hourly meter. We’ll figure out what you actually need.