Utah Estate Planning

Peace of Mind for You & Your Loved Ones

We craft affordable, personalized, & powerful legal tools to ensure that your family is taken care of. 


Estate Planning For Everyone

Estate plans are not just for wealthy people. The truth is, almost everyone has an “estate.” An estate simply refers to your assets – including things like your car, home, life insurance, bank accounts, and investments.

With a proper plan your assets are protected during your lifetime and your death, ensuring that you can take care of your family the way that you want to when you are no longer able to do it yourself.

Your estate plan is a powerful legal tool designed to allow you control over what happens to you, your children, the management and distribution of your assets, and avoiding probate.

Our clients benefit from the care we offer the whole family.

  • Free estate checkups
  • Basic planning documents for young adult children
  • Sophisticated planning as your assets grow and increase
  • Business and succession planning for your small business
  • Estate administration and probate when a loved one passes

Why Avoid Probate?

If you die without an estate plan in place, the decisions about who will take care of your children and how your assets are distributed will be decided by the courts through a process called probate. Generally, it is preferable to avoid probate thereby ensuring that you continue to have control over what happens to your family and assets.


Reasons to Avoid Probate

  • Cost. Attorneys charge by the hour to do a probate; even for small estates it can be costly.
  • Time. It can take a long time for your estate to be figured out by the courts – up to a year or more.
  • Privacy. Probate documents are public records, allowing possible predators to see personal information about your family.
  • Loss of Control. Courts will distribute your assets and determine what will happen to your children, including who will care for them and who will be in charge of their finances.

With a properly drafted estate plan, the decisions are all in your hands and you can determine how much your children will receive and when.

One of the reasons we decided to specialize in this area of law is that I believe there is a gap in the availability of affordable estate planning legal services for young families and people with moderate estates. It is our goal to fill that gap and provide cost-effective estate planning service.

If you are interested in learning more about ways in which we can help you meet your estate planning needs, call us at (801) 745-6000 or use our online scheduler to setup your free consultation.

Our Process

We take the time to learn about our clients’ family dynamics, values, and big-picture goals for their families.

We discuss their biggest concerns for the future and work to find solutions that will be the best match.

We will work with clients to explore the benefits and downsides of any option.  

We also discuss in detail with clients any family conflicts that might be raised by planning decisions and discuss options for avoiding and/or resolving these conflicts.

We Can Help With

  • Reviews of existing plans that may be out of date
  • Business planning to fortify that shield between your business and your personal life
  • Handling all aspects of administration after the death of a loved one.

Who We Represent

We represent families going through each stage of life.

  • Traditional two-parent families and single parents wishing to provide for and protect their children and themselves
  • Unmarried couples, including same-sex couples, who are either preserving their relationship through proper planning or dissolving their relationship with the assistance of caring counsel
  • Blended families juggling the challenges of new relationships with varying expectations
  • Empty nesters and retirees who want to leave a legacy in a responsible, planned and predictable way
  • High net worth individuals and families seeking strategies for minimizing estate and income taxes
  • Family business owners seeking ways to protect and expand their companies and considering how and when to transition to the next generation of ownership
  • Estate executors and beneficiaries navigating the court process of probate administration
  • Trustees carrying out a legacy left behind through trust administration

Take Control Of Your Legal Issues

We will help you understand your options & develop an immediate plan of action.

1981 E Murray Holladay Road #120 Holladay, UT 84117
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Monday, Tuesday, Wednesday, Thursday, Friday09:00 – 17:00