Trust & Probate Administration Lawyers in South Jordan, UT
Meet With Us in Our Kaysville or South Jordan Offices
At Sandberg, Stettler, & White, we help individuals and families navigate the complexities of Utah’s trust and probate administration processes. Our experienced attorneys can guide people at every step of probate and assist and protect trustees as they work to fulfill a trust creator’s wishes. Not only that, but we can make it possible for loved ones to avoid the stress and expenses of probate through strategic estate planning.
Whatever your needs, you can confidently turn to our firm. Since 2014, we have served Utahans across the Wasatch Front and earned the trust of thousands. Let our trust and probate administration lawyers in South Jordan know how they can serve you. Schedule a free consultation today.
Call (385) 481-5276 or reach out to us online.
What Is Probate?
Probate is a legal process that takes place after someone passes away. It involves validating the deceased person's (the decedent’s) will and distributing their assets to beneficiaries. Utah courts oversee probate to ensure the decedent’s debts are paid and assets are transferred correctly. Probate is often a lengthy and expensive process, which is why many explore ways to avoid it.
What Is Trust Administration?
Trust administration involves managing and distributing assets in a trust after the trust creator's death (the settlor). When someone creates a trust, they transfer assets into it and appoint a trustee to manage it.
During trust administration, the trustee's role is to follow the settlor’s instructions for handling their assets. This can include identifying and valuing assets, paying outstanding debts, and seeing that beneficiaries receive assets.
Why Choose Sandberg, Stettler, & White?
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Empathy & Understanding
We'll treat you with compassion - your concerns are our priority, and we're here to listen and support.
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Integrity & Experience
We uphold the highest ethical standards and bring a wealth of experience to every case.
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Client-Centered Advocacy
Your success is our success. We tailor our strategies to you and your specific needs.
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We Speak Your Language
We'll explain complex legal matters in plain language, ensuring you can make informed decisions.
How to Avoid Probate in Utah
To avoid probate, you ought to have a comprehensive estate plan. Our highly experienced team at Sandberg, Stettler, & White is here to help you accomplish just that. Primarily, we facilitate the creation of revocable living trusts. These are non-permanent trusts that hold assets during a person’s lifetime. After they pass, a chosen trustee will distribute the assets to beneficiaries, avoiding the time, costs, and effort of probate.
There are a few other methods for avoiding probate, including:
- Joint tenancy: This is a form of property ownership where two or more people hold equal shares and have the right of survivorship. When one person passes away, their share automatically transfers to the surviving joint tenant.
- Life insurance policies and payable-on-death (POD) bank accounts: These designate beneficiaries who will receive funds upon the account holder's or policyholder's passing without going through probate.
If these options or others are right for your situation, you can count on us to help you take advantage of them.