Utah Estate Planning
Convenience
Value
Refined
WELCOME
We take the time to listen, truly understanding your vision, and then offer solutions designed to pleasantly surprise you. Throughout the process, our commitment is unwavering – not just to meet, but to exceed your expectations. Explore our offerings and discover how we can help you in creating an estate plan that aligns seamlessly with your goals.
Convenience • Value • Refined • Personalized • Custom • Bespoke
OUR SERVICES
Our transparent approach, attention to detail, and commitment to excellence make us a great resource for all your estate planning needs.
Wills & Living Family Trusts
Life Care Plans
Estate & Trust Administration
Business Updates
Asset Protection
OUR PROCESS
Step 1:
Initial Attorney Exploration Call
A complimentary 15-minute consultation to address your initial questions and concerns regarding your estate planning goals.
Step 2:
Estate Design Meeting
A virtual customized legal planning meeting to gather asset information and determine your ideal legacy plan.
Step 3:
Document Review
Review your customized documents, address questions, and make adjustments to your documents virtually.
Step 4:
Complete Documents
Once approved, you will sign your documents to make it official. We will then assist you in funding your estate plan.
Step 5:
Continuous Upkeep
We will reach out to you periodically to ensure your plan continues to fit your goals. Reach out to us if any life circumstances or assets change.
Our Commitment to You
Welcome to a legacy that transcends time, crafted with an unwavering and elegant commitment. Our team swears to create a plan fit for your needs.
