Estate planning isn’t just for the wealthy—it’s for anyone who wants to protect their family and ensure their wishes are honored. Whether you’re a new parent, a business owner, or simply someone who wants peace of mind, having the right documents in place is essential.
As an estate planning attorney, I’ve helped hundreds of families create estate plans of every shape and size.
For those individuals who don’t know what they want or what to do, I’ve created an estate planning checklist that walks you through exactly what you need.
The 5 Essential Estate Planning Documents
1. Last Will and Testament
A will is the foundation of any estate plan. It specifies who receives your assets, names guardians for minor children, and designates an executor to manage your estate. Without a will, Utah’s intestacy laws determine how your assets are distributed—which may not align with your wishes.
2. Revocable Trust
A revocable trust allows your assets to pass to beneficiaries without going through probate, saving time and money. It also provides privacy since trusts aren’t public record like wills. For many families, a revocable trust is a cornerstone of effective estate planning.
3. Durable Power of Attorney
This document authorizes someone you trust to handle your financial affairs if you become incapacitated. Without it, your family may need to go to court to gain authority over your finances—a costly and time-consuming process.
4. Healthcare Power of Attorney
Similar to a financial power of attorney, this document names someone to make medical decisions on your behalf if you can’t make them yourself. Choose someone who understands your values and will advocate for your wishes.
5. Living Will (Advance Directive)
A living will outlines your preferences for end-of-life medical care, including life support, resuscitation, and other treatments. This document ensures your wishes are known and reduces the burden on your loved ones during difficult times.
Why You Need a Checklist
Estate planning can feel overwhelming, but having a clear roadmap makes all the difference. Our free checklist breaks down:
- Which documents you need
- What information to gather before meeting with an attorney
- Questions to consider about guardianship and healthcare decisions
- Steps to take after your documents are signed
Ready to Get Started?
Estate planning doesn’t have to be complicated or expensive. I offer transparent flat-fee pricing with no surprises, and I’m happy to answer your questions during a complimentary consultation.
Whether you’re in Davis County, Salt Lake County, or anywhere in Utah, I can help you create a personalized estate plan that protects what matters most.
