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Protect Your Assets With a Living Trust

With extensive experience in the legal process in Utah, Legacy Law Trust & Estates, PC, will advise you every step of the way. Based in South Jordan, Utah, we will help you establish a will and avoid legal pitfalls.


In the Case Of Only Having a Will

While a will is important, it is not an estate plan. By itself, a will does not ensure that your estate will pass to your heirs in the most efficient and timely manner. Instead, it should be treated as one component of a well-rounded estate plan that could include:

  • Living Trust
  • Durable Power of Attorney
  • Health Care Directives
  • Living Will
  • Personal Property Memorandum

In the Case Of No Will

When there is no valid will, a person is said to have died intestate. His or her property is then distributed according to a formula fixed by law. The laws for such distribution are rigid and generally do not make accommodations for those in unusual need. After the payment of taxes, debts, and funeral expenses, administrative costs are deducted and property goes to the spouse, children, or relatives. Laws are specific as to how property is to be distributed, including which relatives have priority.

Couple Inquiring the Trust Package

In the Case Of Previous Marriages

In Utah, if you are married but do not leave a valid will, your spouse will inherit all of your property unless you have children from a previous marriage. If you have children from a previous marriage, your spouse will inherit the first $75,000 after which one-half of your property will go to your spouse and one-half to your children. This is subject to homestead allowance, family allowance, and exempt property.

Legal Mistakes

Avoid the mistake of not working with a lawyer to prepare your will and other estate planning documents. While online and fill-in-the-blank forms are available, they are often filled out or executed improperly. These oversights can lead to unintended and often disastrous consequences such as a will contest, issues in transferring property, and litigation. Rely on the judgment and skills of a lawyer to handle this important and complex process and the coordination of all estate planning documents.