Estate Planning in Utah: Protect What Matters Most
At Wealth & Estate Law, we help Utah families protect their loved ones, their assets, and their legacy through comprehensive, customized estate planning. Whether you’re a young parent, a homeowner, or nearing retirement, it’s never too early—or too late—to create a plan that gives you peace of mind.
Why Estate Planning Is More Than Just a Will
Many people believe that having a will is enough. In reality, a complete estate plan includes tools to protect you during life and after death. A well-crafted estate plan:
Ensures your wishes are followed if you become incapacitated
Protects your children and names trusted guardians
Allows your family to avoid probate and unnecessary court involvement
Keeps your finances private and out of public record
Helps you minimize taxes and legal costs
Three Essential Elements of Every Estate Plan
✅ 1. Medical & Financial Powers of Attorney
These documents give someone you trust the authority to make healthcare or financial decisions if you become unable to do so yourself.
✅ 2. A Plan to Distribute Your Assets
Whether that’s through a revocable living trust, will, or both, we ensure your property is transferred smoothly to the people you choose, without delay or drama.
✅ 3. Proper Asset Funding
A trust is only as strong as the assets inside it. We make sure your real estate, bank accounts, and other key assets are titled correctly—because an unfunded trust is like an empty vault.
Life & Legacy Planning Session
We don’t believe in one-size-fits-all documents. That’s why every estate plan at our firm starts with a Life & Legacy Planning Session—a comprehensive, 60-minute meeting with our attorney to:
Understand your family dynamics, concerns, and goals
Review your existing documents (if any)
Answer your top questions about wills, trusts, guardianship, taxes, and more
Build a clear roadmap for your estate plan
👉 This session is free when you complete a short homework packet before your appointment.
Who Needs an Estate Plan?