Estate Planning

South Jordan Estate Planning Lawyer  

Experienced Estate Planning Services in Utah

Our South Jordan estate planning attorneys at Sandberg, Stettler, & White help people of all ages and income levels. You determine how your assets will be distributed, who will receive them, and how they will be managed. We help ensure that your wishes are carried out, your loved ones are provided for, and your assets are protected from unnecessary taxes, fees, and legal challenges. We guide with probate, guardianship, estate administration, and trust administration

The Importance of Estate Planning in Utah

Some key benefits and components of estate planning in Utah include:

  • Avoiding Probate: Establishing a living trust in Utah can help avoid the probate process, streamlining the transfer of assets to beneficiaries and potentially reducing associated expenses.
  • Reducing Estate Taxes: Proper estate planning strategies can potentially minimize estate taxes, allowing individuals to preserve more of their assets for their intended beneficiaries.
  • Financial and Emotional Benefits: Estate planning offers not only financial advantages but also emotional peace of mind by providing clear guidance for loved ones and ensuring that assets are distributed according to the individual's wishes.
  • Comprehensive Planning: Estate planning involves legal, disability, and future planning, encompassing various professional disciplines to address different aspects of an individual's legacy and well-being.
  • Lifetime Benefits: A well-crafted estate plan can provide benefits during an individual's lifetime, including incapacity planning, asset protection, tax planning, and business considerations.
  • Clarity for Loved Ones: An estate plan not only protects assets but also provides essential information for loved ones, reducing ambiguity and guesswork during challenging times.
  • Trust Management: Trusts play a crucial role in estate planning, offering advantages such as avoiding probate, minimizing estate taxes, and creating life insurance trusts.
  • Asset Protection Strategies: Estate planning includes asset protection planning strategies to preserve your home and investments from having a claim exerted against them due to participation in government benefit programs. It shields them from potential creditors, lawsuits, divorce, bankruptcy, business failure, malpractice, etc. Asset protection allows you to leave the legacy you intended for your family or community. 

The estate planning process begins by defining your biggest concerns and long-term goals. Our estate planning attorneys discuss the assets you wish to protect now and in retirement and those you wish to pass to loved ones. Sandberg, Stettler, & White will guide you through the estate planning process, explain the documents in detail, and help you make informed decisions about the future. 

Call Sandberg, Stettler, & White today at (385) 481-5276 or contact us online to schedule a meeting with our estate planning attorney 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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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.

    "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.
    "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.
    "HIGHLY Recommend!"
    I was able to get an appointment for my consultation right away. The office staff were very polite. Khole was great to work with, answered all of my questions and was very detail-oriented.
    - Melissa F.
    "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.
    "Very Responsive"
    I worked with Casey for a VA pension application for my father. His analysis was thorough, delivered on time and helped me arrive at a data-driven decision. Casey was also simply nice to work with and very responsive.
    - Former Client
    "Simple and Hassle-Free"
    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.
    "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