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Legal Guidance In Making a Will

Let the team at Legacy Law Trust & Estates, PC, in South Jordan, Utah, help you develop a will or trust. We offer estate planning services and will advise you through this important legal process.


Richard Brown

When To Prepare a Will

If you have property or family members who depend on you, you should create a legal plan to protect your loved ones in the event of your death. If you are married, you and your spouse should have one that is regularly reviewed and modified as life circumstances change. It is also essential for parents of minor children to designate guardians to handle legal issues in the event of a tragedy.

Size of Estate

Many people make the mistake of thinking that large estates are prerequisites for proper planning. Conversely, it can be argued that it is even more important for people with smaller estates to assure that the assets and benefits they do possess are properly protected and that heirs and beneficiaries are properly identified. It is also important that the people who will manage and care for your assets are people you can trust to carry out your wishes.

Expenses

Considering the importance of making a will, the expense is modest. A properly drawn one should reduce expenses, minimize taxes, and simplify the administration of an estate. Fees for preparing and drafting a will depend on a lawyer's experience and expertise, the situation's complexity, and the amount of time spent counseling clients and preparing documents. When first consulting a lawyer, approximate costs should be discussed.

Ongoing Process

Our legal team will assist you in the long-term, ongoing process of maintaining a will. As lives and circumstances change, your estate planning requires monitoring and modifications.


Legal Requirements

Each state has their own laws that determine the requirements of a legal will. In Utah, the will must be written, dated, and signed. The person making the will must be at least 18 years old, of sound mind, and acting voluntarily without any improper influence. The will must be signed and witnessed by at least two legally competent individuals in strict accordance with technical formalities.

Consultations

Have our team review your existing documents to ensure that they are in accordance with your current circumstances and wishes. In this free consultation, we will also discuss the pros and cons of establishing a living trust.