Estate Planning

What Documents Are Part of Utah Estate Plan?

Essential Components of a Utah Estate Plan

  • Wills: A last will addresses how your assets will be distributed after death. You can appoint an executor or personal representative to manage the estate, pay debts, and distribute property as directed in your will. The probate court will be required to move your family through the estate administration process. Our attorneys can guide them.
  • Trusts: The benefit of a trust is that trust assets can pass to beneficiaries without probate. Property is still distributed at death, but it’s done without a court proceeding. A trust can hold your assets and provide you with income during your lifetime. Our attorneys will support your trustee when managing the trust during your lifetime and administering it after your death.
  • Powers of Attorney: Powers of attorney include a health care power of attorney and a financial power of attorney. These two documents name someone you trust to act as your agent. A financial power of attorney applies to decisions related to financial matters, and a health care power of attorney applies to medical decisions. Your powers of attorney should be durable and include provisions for aging, incapacitation due to accident or illness, and other long-term care issues.

Advance Health Care Directives or Living Wills?

An advance health care directive combines a health care power of attorney with a living will to document your wishes for end-of-life care. It can include medical treatments you would or would not like to have if you become incapacitated. Living wills remove the stress of making difficult medical decisions for family members during emotional situations and avoid conflicts.

Contact Our South Jordan Estate Planning Attorney Today  

At Sandberg, Stettler & White, we foster enduring connections with our clients throughout their life journey. Embracing the chance to review estate plans periodically, we prioritize asset protection. Adjustments, guided by evolving healthcare needs, aim to maximize financial resources and access benefits like MedicaidVA Aid and Attendance, SSI, SSDI, or long-term care

Contact Sandberg, Stettler, & White today to schedule a meeting with our estate planning lawyer in South Jordan!

Why Choose Sandberg, Stettler, & White?

  • Empathy & Understanding

    We'll treat you with compassion - your concerns are our priority, and we're here to listen and support.

  • Integrity & Experience

    We uphold the highest ethical standards and bring a wealth of experience to every case.

  • Client-Centered Advocacy

    Your success is our success. We tailor our strategies to you and your specific needs.

  • We Speak Your Language

    We'll explain complex legal matters in plain language, ensuring you can make informed decisions.

What Documents Are Part of Utah Estate Plan?

  • Wills: A last will addresses how your assets will be distributed after death. You can appoint an executor or personal representative to manage the estate, pay debts, and distribute property as directed in your will. The probate court will be required to move your family through the estate administration process. Our attorneys can guide them.
  • Trusts: The benefit of a trust is that trust assets can pass to beneficiaries without probate. Property is still distributed at death, but it’s done without a court proceeding. A trust can hold your assets and provide you with income during your lifetime. Our attorneys will support your trustee when managing the trust during your lifetime and administering it after your death.
  • Powers of Attorney: Powers of attorney include a health care power of attorney and a financial power of attorney. These two documents name someone you trust to act as your agent. A financial power of attorney applies to decisions related to financial matters, and a health care power of attorney applies to medical decisions. Your powers of attorney should be durable and include provisions for aging, incapacitation due to accident or illness, and other long-term care issues.

Advance Health Care Directives or Living Wills

An advance health care directive combines a health care power of attorney with a living will to document your wishes for end-of-life care. It can include medical treatments you would or would not like to have if you become incapacitated. Living wills remove the stress of making difficult medical decisions for family members during emotional situations and avoid conflicts.

Contact Our South Jordan Estate Planning Attorney Today  

At Sandberg, Stettler & White, we foster enduring connections with our clients throughout their life journey. Embracing the chance to review estate plans periodically, we prioritize asset protection. Adjustments, guided by evolving healthcare needs, aim to maximize financial resources and access benefits like MedicaidVA Aid and Attendance, SSI, SSDI, or long-term care

Contact Sandberg, Stettler, & White today to schedule a meeting with our estate planning lawyer in South Jordan!

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