Estate Planning Attorney in Salt Lake City, Utah
Flat-fee estate plans for SLC families from the Avenues to Sugar House. Our office is minutes from Capitol Hill via Beck Street — convenient for the neighborhoods closest to downtown.
Salt Lake City has more homeowner wealth per capita than any other city in Utah, and a significant share of that wealth is concentrated in neighborhoods where homes have appreciated substantially over the past two decades — the Avenues, Capitol Hill, Federal Heights, the East Bench. For families in these neighborhoods, estate planning is no longer a someday task. The value at stake is real, the tax and probate consequences of doing nothing are concrete, and the planning tools available to Utah residents solve most of the common problems cleanly.
Our office is in North Salt Lake at 1010 North 500 East, Suite 200 — immediately north of Salt Lake City, accessible via Beck Street / Highway 89, Victory Road, or Interstate 15. For residents of Capitol Hill, the Avenues, and the northern parts of the city, it's a shorter drive than to most downtown addresses.
What an estate plan looks like for a Salt Lake City family
A complete estate plan for most SLC families includes:
- A revocable living trust — to hold your home, investment accounts, and any meaningful personal property outside of retirement accounts.
- A pour-over will — naming a guardian for any minor children and acting as a backup for assets not fully transferred into the trust.
- Financial and healthcare powers of attorney — for both spouses.
- A Utah Advance Health Care Directive — under the current 2026 statute.
- Trust funding, — including preparation of a new deed transferring your SLC home into the trust and recorded with the Salt Lake County Recorder.
We coordinate all of these documents as a single flat-fee package.
Neighborhoods we serve in Salt Lake City
Salt Lake City is a collection of distinct neighborhoods, and the planning conversation often looks different depending on where you live. Here are the neighborhoods we most frequently serve:
- The Avenues and Upper Avenues — — historically established, heavily owner-occupied, and home to many of the city's longest-tenured residents. Many Avenues homes have been held by the same families for multiple generations and have appreciated substantially. The planning conversation here often involves updating older trusts, verifying trust funding, and handling the intergenerational transfer of real property without probate.
- Capitol Hill and Marmalade — — just across Interstate 15 from our office. The drive from most Capitol Hill addresses to our office is under ten minutes via Beck Street or Victory Road. Capitol Hill has a mix of restored historic homes and newer construction, and residents tend to be either long-term homeowners or younger families who have moved in as the neighborhood has grown.
- Federal Heights — — one of the highest-value residential neighborhoods in the city, with significant asset concentration and a demographic that benefits most from proactive planning. Many Federal Heights families have the kind of multi-asset profile — real property, equity holdings, retirement accounts, life insurance — that justifies a full estate plan rather than a simple will.
- East Bench and Foothill — — mature residential neighborhoods with established homeowners and substantial home equity. Many East Bench families are at the stage of life where estate planning moves from "someday" to "now" — kids are grown, the mortgage is nearly paid off, and the planning questions are more about what to pass down than what to build.
- Sugar House and Liberty Wells — — younger families and first-time homeowners in a revitalized neighborhood. Planning priorities here often center on guardianship for minor children, term life insurance coordination, and getting the first-generation trust and will in place.
- Downtown SLC — — condo owners, high-rise residents, and families with different asset mixes than the bench neighborhoods. Planning for condo owners has specific considerations around HOA coordination and asset titling that we handle regularly.
The proximity story — why our office location matters
For residents of the northern SLC neighborhoods — Capitol Hill, the Avenues, Marmalade, parts of downtown — our North Salt Lake office is genuinely closer and faster to reach than many downtown attorney offices. Beck Street (US-89) runs directly along I-15 from Capitol Hill into NSL. Victory Road connects the upper Avenues and Capitol Hill to Beck Street in minutes. For a Capitol Hill resident, the drive to our office is typically under ten minutes and involves no downtown parking.
For residents of the south and east sides — Sugar House, Liberty Wells, Millcreek-adjacent neighborhoods — the drive is longer but still manageable (15–25 minutes via I-15 or I-215). We also offer video consultations for any part of the process, which eliminates the drive entirely for most of the work.
If you moved to SLC from another state — community property matters
Many SLC families moved to Utah from California, Arizona, Nevada, Washington, Texas, or Idaho — community property states. Utah is not a community property state, and estate plans drafted under California or Arizona law do not automatically translate correctly to Utah.
Common issues we see:
- Trusts that reference community property splits that don't exist under Utah law
- Marital property agreements based on community property assumptions
- Beneficiary coordination that worked in California but creates tax or inheritance problems in Utah
- Stepped-up basis treatment on appreciated real property, which works differently between community property and non-community property states
If you moved to SLC in the last ten years and your plan was drafted in a community property state, a Utah-law review is worth doing.
Getting to our office from around Salt Lake City
- From Capitol Hill / Marmalade: — Beck Street or Victory Road north to I-15, exit at 315 (Center Street / 2600 South). Under 10 minutes.
- From the Avenues: — South Temple or 11th Avenue to I-15 north, exit at 315. 10–15 minutes.
- From Federal Heights / East Bench: — I-80 west to I-15 north, exit at 315. 15–20 minutes.
- From Sugar House / Liberty Wells: — I-15 or I-80 to I-15 north, exit at 315. 20–25 minutes.
- From Downtown: — I-15 north directly to Exit 315. 10–15 minutes.
Free parking on site. Second floor office.
Frequently Asked Questions — Salt Lake City Estate Planning
Schedule a Salt Lake City Estate Planning Consultation
We serve Salt Lake City families from the Avenues to Sugar House with complete flat-fee estate plans, in-person meetings, and video consultations that eliminate the downtown drive entirely for most of the work.