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Estate Planning

Estate Planning Attorney in South Jordan

Trusted Guidance for Wills, Trusts & Probate Matters in Utah

Planning for the future is one of the most important steps you can take to protect your loved ones, preserve your assets, and maintain peace of mind. Since 2014, Sandberg, Stettler, & White has helped individuals and families throughout South Jordan and the Wasatch Front create thoughtful estate plans tailored to their unique goals and concerns. Whether you are preparing a will, establishing a trust, or planning for long-term care needs, our team takes the time to understand your priorities and explain your options in clear, straightforward language. We know these decisions can feel overwhelming, which is why we approach every client with compassion, patience, and respect. Our attorneys combine extensive estate planning and elder law experience with practical strategies designed to protect what matters most to you. Every plan is personalized to fit your family, financial situation, and long-term wishes. With a strong commitment to integrity and client-focused service, we work to make the estate planning process more manageable and reassuring from start to finish.

Start your estate plan now by completing our online form or calling (385) 481-5276. A seasoned estate planning lawyer can help you protect your assets, avoid probate issues, and build a clear plan for your family’s future.

 

What Documents Are Part 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 financial decisions, 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.

When we prepare these documents, we also talk with you about how Utah law treats life-sustaining treatment, pain management, and organ donation so that your choices are clear for both your family and your medical team. This discussion allows you to ask questions and make informed decisions about the level of intervention you want if you are treated at facilities in or around South Jordan, such as local hospitals or clinics that follow state advance directive forms.

Working With a South Jordan Estate Planning Lawyer

Many people are unsure when it is time to sit down with an attorney to create or update an estate plan, and they worry that the process will be overwhelming. When you work with an estate planning lawyer from our office, we start by learning about your family, your property, and your concerns so that we can recommend documents that fit your situation, rather than a one-size-fits-all package. We will explain how Utah’s probate and guardianship rules may apply to you, and how planning now can make things easier for loved ones if a death or incapacity occurs.

During our meetings, we walk you through each step, from gathering financial information to signing documents in front of witnesses or a notary, and we coordinate your plan with beneficiary designations on accounts and life insurance. If you own real estate in Salt Lake County or nearby communities, we can also discuss how that property will be handled and whether a trust or other tools might help your family avoid delays in the local probate courts. Our goal is to provide clear guidance so you can leave each meeting confident about the decisions you have made and how they will be carried out.

Speak with a skilled South Jordan estate planning attorney now—call (385) 481-5276 to get started on your personalized plan.

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.

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 Medicaid, VA Aid and Attendance, SSI, SSDI, or long-term care.

Many families who visit our office are unsure whether they need a will, a trust, or both, and they also want to understand how planning can affect probate in Salt Lake County courts. We walk you through how each document works together in a comprehensive plan, explain what an estate planning attorney in our South Jordan office can do for you, and help you decide on a strategy that fits your family structure, property, and long-term care goals.

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

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Let Us Help Secure Your Future

Start here to to get a consultation with our experienced team of compassionate attorneys. Use the form below or call us at (385) 481-5276.

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5-Star Client Reviews

At SSW Law, You're Our First Priority

Read client testimonials in their own words and see the difference a compassionate and dedicated team of advocates can make.

    "Simple and hassle-free estate planning."
    SSW made our estate planning simple and hassle-free. Kohle was very patient and thorough, assuring that we fully understood all of our options. We will continue to use your firm for any changes to our estate.
    - Jeff L.
    "He Fights for What's Right"
    Kelly is knowledgeable and fights for what is right. He keeps you grounded throughout the court process and is reassuring. If you need someone to fight for your children he’s the one.
    - Cassie M.
    "Just a great firm to work with."
    He always was available and explained the legal terms and issues to where we could understand everything. No tricks, no problems, no hidden fees. Just a great firm to work with.
    - Steven M.
    "On Top of Things"
    I’ve had a very good experience working with this firm.They worked with me and my parents to get their estate in order and he is very knowledgeable in all things related to the VA.
    - Former Client
    "Patient and Thorough"
    Casey Stettler came highly recommended and did not disappoint! He was incredibly patient and thorough with us as we talked through various scenarios for our will and trust.
    - Nathaniel H.
    "Knowledgable and Responsive"
    They’re awesome. These guys were easy to work with and weren’t trying to bill me for every hour possible. They took care of my family issues like family and my business/contract stuff like efficient professionals.
    - Ryan T.
    "Extremely knowledgeable and responsive."
    Hands down, Kelly White is the best attorney I have worked with. He is extremely knowledgeable, responsive, and knows UT law. Couldn’t have asked for better representation.
    - Jared B.
    "Can't Say Enough Good Things"
    SSW Law helped me to enforce my mother's will, set up a trust, deal with the IRS, cash in all her assets, and distribute them to all the heirs. I can’t say enough good things about these guys.
    - John W.