Estate Planning

Our office offers a comprehensive “Will Package” that includes the following three Wills:

  • Last Will and Testament. This Will disposes of your assets upon your death. Utah Advance Health Care Directive. This Will applies if you are not terminally ill but are unable to give medical instructions. It appoints a person to make medical decisions for you. This document also gives instructions to your physician regarding heroic measures if you are terminally ill. Springing Durable Power of Attorney for Financial Decision Making. This Will is activated upon your doctor’s determination that you are no longer able to manage your own financial affairs. This document appoints a person to handle all of your financial affairs.
  • The flat rate for our “Will Package” is $200.00.
  • That flat rate includes an intake appointment to discuss your wishes and needs, preparation of all necessary documents, witnesses and a notary for execution of your documents, the original documents with a special “Legal Documents” envelope, and two (2) extra copies of all documents prepared. An electronic version of your documents is available upon request.

The three Wills listed above are also available on an individual “à la carte” basis for Seventy-Five Dollars ($75.00) each.

If it is determined that a “Trust” is necessary for your Estate, we can provide you a quote for that additional document at the time of your consultation.

You will need to complete our pdfWill Intake Form to bring with you to your appointment. After you have completed the Will Intake Form, please contact our office to schedule an appointment.

Basic Utah Will Information