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  • Wills

  • Revocable Living Trusts (individual and joint)

  • Trust Funding Instructions

  • Third Party Special Needs Trusts (consideration for children with special needs or disabilities)

  • Family Pot Trusts (consideration for families with minor children)

  • Residence Trusts

  • Cabin Property Trusts

  • Assignment of Personal Property

  • Durable General Powers of Attorney

  • Utah Advance Health Care Directives

  • HIPAA Authorizations

  • Memorial Instructions

  • Personal Property Memorandums

  • Real Estate Transfers

  • Beneficiary Designations

  • Binder with instructions and information for each tab


Estate planning is the process of organizing your estate during your lifetime. Each client has different considerations, but all have the goal of eliminating uncertainties and maximizing the value of the estate by reducing taxes and other expenses. Our firm's objective is to take the uncertainties out of long term planning and maximize the value of the estate; we tailor each plan to address the client's specific goals and concerns and then implement that plan in the most efficient way. 

An estate plan should not be viewed as something done at one point and then forgotten. For an estate plan to be effective it should be reviewed periodically and amended as circumstances change. Some of these circumstances include significant life events to the grantors, heirs or fiduciaries such as births, deaths, marriages, divorces, change in employment, and change in assets. An estate plan should also be reviewed when there are changes in the tax law. A trusted professional estate planning attorney can assist and advise you when you need estate planning services. Our firm’s goal is to develop long term relationships with clients and provide continuing estate planning services as circumstances change. Clients who make this investment into our firm will find they are receiving great value and peace of mind. 

Our estate planning services include the following

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