Protect Your Loved Ones With Proper Planning.SM

Protect Your Loved Ones With Proper Planning.SM

Experienced Utah Trust Attorneys

Trusts Offer Extensive Flexibility & Control. Find Out How We Can Help You Create a Trust.

A trust is a contract according to the terms of which a Trustee owns, manages and controls property on behalf of beneficiaries. In many cases the Trustee is the same person as the Trust-maker. There are a myriad of different trusts including, living trust, asset protection trusts, fire arm trusts, and charitable trust to name just a few. Trusts offer extensive flexibility and control over your property and your wishes should you become incapacitated or at your demise. Our experienced and compassionate Utah trust attorneys can discuss with you the different types of trusts and help you create a solid estate plan that meets your familial, financial, short-term, and long-term goals for your legacy.

Revocable vs. Irrevocable Trusts

Trusts can be created with a variety of terms. While a RLT described above is fully amendable and revocable, some trusts are irrevocable-meaning the Trust-maker cannot eliminate the Trust once it is created and property is transferred into the trust. Examples of irrevocable trust include a Utah Asset Protection Trust, Life Insurance Trusts, and charitable trusts. Irrevocable trusts are primarily used in high-net worth estates where extensive planning is necessary to avoid estate taxes.

Take your first step to planning your estate and protecting your family. Contact Us today!

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Every need, background, & budget is different; That’s why we offer…

Pricing Options For Every Budget

ONLINE TRUST PACKAGE

$279 Ind / $379 Couple

  • Online Trust

  • Pour-over Will

  • Guardianship Nomination

  • Health-care agent

  • Medical wishes

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BASIC TRUST PACKAGE

$1200 Ind / $1500 Couple

  • Asset Designation

  • Avoid Death Probate

  • Avoid Life Probate

  • Pour-over Will

  • Guardianship Nomination

  • Health-care agent

  • Medical wishes

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LEGACY TRUST PACKAGE

$2200 Ind / $2500 Couple

  • Asset Designation

  • Avoid Death Probate

  • Avoid Life Probate

  • Personalized Incapacity

  • Spousal Protections

  • Estate Tax Planning

  • Child Spendthrift

  • Child Protections

  • Pour-over Will

  • Guardianship Nomination

  • Health-care agent

  • Medical wishes

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Incapacity or disability planning

Planning for Mental Incapacitation or Disability Planning is More Common than You May Think

Statistics show that one in five adults will experience mental incapacity or disability during their lifetime. Without adequate estate planning, the difficult situation of mental disability will be compounded for your loved ones. Proper estate planning can help minimize the difficulties by ensuring your loved ones are cared for; that they will be able to be able to handle your affairs in a controlled way without lengthy and expensive court intervention. Our experienced and knowledgeable Utah estate planning attorneys can help you put a plan in place to ensure the effects of incapacity is minimized.

Free Estate Workshop

10% Off A Legacy Estate Plan
  • What’s Proper Estate planning

  • What’s Probate?

  • Can I avoid probate?

  • Will or Trust?

  • Can I protect my spouse?

  • Can I protect my children?

  • What is asset protection?

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What our clients are saying about us…

Client Testimonials

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Tricia H.
Easy To Work With
June 4, 2014
5

Easy to work with, explained in full detail!! Happy that I choose these guys!!

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Proudly Serving the State of Utah

Our locations are conveniently located for easy access from the Interstate.

207 East 860 South, Orem, Utah 84058

8823 South Redwood Rd., Ste. C, West Jordan, Utah 84088