Bountiful · Estate planning
Estate Planning Attorney in Bountiful, Utah
Flat-fee estate plans for Bountiful families — the same complete package as on our pricing page, explained in plain English.
Bountiful is one of the longest-established communities in Davis County, and that matters for estate planning. Many of the families we work with in Bountiful have lived in their homes for decades, watched the property appreciate substantially, and accumulated retirement accounts, life insurance, and other assets that collectively represent meaningful family wealth. Planning for what happens to all of it — and keeping it out of court — is the work we do.
Our office is at 1010 North 500 East, Suite 200 in North Salt Lake, directly on the Bountiful boundary. For most Bountiful residents it is a five-minute drive. We are just east of Interstate 15 Exit 315, accessible from Main Street, 500 East, or 400 North.
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.
What an estate plan looks like for a Bountiful family
Bountiful families get the same complete estate-plan package as everyone else — not a shorter starter set. The usual picture here is a house that's been in the family for decades, plus retirement accounts and life insurance that need to work with the trust.
Utah's Advance Directive law was updated in 2026, so older healthcare forms may not match what hospitals now expect. For the full list and published fees, see our pricing page.
If you already have a plan — which most Bountiful homeowners do
A large portion of our Bountiful work involves reviewing and updating plans that clients already have. Common scenarios:
- The will or trust is more than ten years old. Utah law has changed, family circumstances have likely changed, and old documents often reference trustees who have since passed away or moved. A plan that was right in 2010 usually is not right today.
- The kids are now adults. Plans written when your children were minors often include testamentary trusts, age-based distributions, and guardianship nominations that no longer apply. An updated plan can simplify significantly.
- The home has appreciated substantially. If your Bountiful home was worth $300,000 when you signed your plan and is now worth $800,000, the structure of your plan may need to change to account for the larger asset transfer.
- The trust was never funded. This is the most common issue we see — a trust was signed but the home and accounts were never actually transferred into it. An unfunded trust does nothing when the time comes. We verify funding and handle any corrective deeds or account retitlings.
If your existing plan needs updating, we handle it through a trust restatement or amendment, rather than starting over, which is usually the most efficient approach.
Probate — and how the trust avoids it
Bountiful is in Davis County, and probate for Davis County residents is handled at the Second District Court at 800 West State Street in Farmington. An uncontested Utah probate typically takes four to six months and involves creditor notification, court filings, and a formal closing process. A properly funded trust avoids all of it.
The "properly funded" part is what matters. A signed trust with an unfunded home is essentially useless — your family ends up in probate court anyway. Part of our estate planning work is making sure every meaningful asset is actually titled to the trust, with recorded deeds for real property and updated account titles for investments.
Getting to our office from Bountiful
- From downtown Bountiful: 5 minutes south on Main Street or 500 East
- From west Bountiful: Legacy Parkway south to 500 South, east to 500 East
- From east Bountiful and the bench: 400 North west to 500 East, south to the office
- From Interstate 15: Exit 315 (Center Street / 2600 South), east one block to 500 East, then south
The office is on the second floor with free parking on site.
Common questions
It may work legally, but it almost certainly does not reflect current Utah law, your current family situation, or the current value of your assets. We review existing plans as part of an initial consultation and tell you honestly whether your documents need a full restatement, a focused amendment, or just a funding check.
Ready when you are
I'd be honored to help.
We serve Bountiful, West Bountiful, and the surrounding Davis County communities with flat-fee estate plans built for real families, in plain English.