Estate Planning Attorney in Bountiful, Utah
Flat-fee estate plans for Bountiful families — trusts, wills, powers of attorney, and healthcare directives, 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.
What an estate plan looks like for a Bountiful family
A complete estate plan for most Bountiful families includes:
- A revocable living trust — which holds your home, non-retirement investment accounts, and other major assets. The trust avoids probate, keeps the transfer of your estate private, and lets your family take over quickly without a court case.
- A pour-over will — which names a guardian for any minor children and catches any assets that were not transferred into the trust during your lifetime.
- Financial and healthcare powers of attorney — which designate someone you trust to make decisions on your behalf if you are ever incapacitated.
- A Utah Advance Health Care Directive — which documents your wishes for end-of-life care and life-sustaining treatment. Utah's Advance Directive law was updated in 2026 — older forms may not comply with current requirements.
- Beneficiary designation coordination — so that your retirement accounts and life insurance work with your trust, not against it.
For flat-fee pricing on a complete plan, 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.
Frequently Asked Questions — Bountiful Estate Planning
Schedule a Bountiful Estate Planning Consultation
We serve Bountiful, West Bountiful, and the surrounding Davis County communities with flat-fee estate plans built for real families, in plain English.