Estate Planning

Estate Planning

Your family and situation are unique. Every estate plan must be built to meet the needs of the individual client. Whether you decide upon a will or a trust, we can help you navigate Utah’s laws and ensure your family is taken care of and your wishes are respected.

Prepare Yourself Today

Free Utah Advanced Health Care Directive Form

The information on this website is not legal advice, and this free downloadable Health Care Directive is a generic form created by the State of Utah. If you have questions about this directive or the authority you are granting to your agent, Utah Senior Planning can connect you with legal representation to answer your questions. DOWNLOAD

Prepare Now for Probate with a Free Information Form

The information on this website is not legal advice, and this free downloadable probate form should only be used as a guidance of what items you will need to gather. If you have questions about this form or about probate, Utah Senior Planning can connect you with legal representation to answer your questions.DOWNLOAD

Free Utah Financial Power Of Attorney Form

The information on this website is not legal advice, and this free downloadable Power of Attorney is a generic form created by the State of Utah. If you have questions about this form or the authority you are granting to your agent, Utah Senior Planning can connect you with legal representation to answer your questions.DOWNLOAD

Free Estate Planning Worksheet

The information on this website is not legal advice, and this free downloadable estate planning form should only be used as a guidance of what items you will need to gather. If you have questions about this form or about your estate, Utah Senior Planning can connect you with legal representation to answer your questions. DOWNLOAD

Contact Us for a free consultation and benefit from the peace of mind of knowing that your affairs are in order. You can call us on 801-546-9556 , text 801-326-4862 or email info@utahseniorplanning.com