Jeremy Eveland

(801) 613-1472

Skip to content
  • Home
  • News
  • Privacy Policy
  • Terms and Conditions
Estate Planning Documents

Estate Planning Documents

Estate Planning Documents

When it comes to estate planning, it is important to not only create the necessary documents, but to understand what documents are needed to make your plan legally binding. In the state of Utah, there are specific documents that should be included in an estate plan in order to ensure that your wishes are carried out.

The first document that should be included in an estate plan in Utah is a will. A will is a legal document that allows an individual to state their wishes regarding the distribution of their estate upon their death. It is also called a last will and testament. It should include an executor and detailed instructions regarding the distribution of assets. Utah law requires that the will must be in writing and signed by the testator in the presence of two witnesses. The witnesses must also sign the will in the presence of the testator.

The second document necessary for a valid estate plan in Utah is a durable power of attorney. This document allows an individual to appoint another person (an “agent”) to make decisions for them in the event that they become incapacitated. The agent will be able to make decisions regarding finances, healthcare, and any other matters that the individual is unable to manage.

Estate Planning Documents, Jeremy Eveland, Lawyer Jeremy Eveland, Jeremy Eveland Attorney, estate, planning, assets, attorney, trust, documents, plan, power, care, living, death, health, person, decisions, people, document, life, beneficiaries, property, children, family, tax, probate, state, agent, accounts, insurance, wishes, trusts, time, someone, process, home, spouse, executor, law, checklist, behalf, court, account, estate plan, estate planning, living trust, financial power, loved ones, estate planning documents, minor children, joint tenancy, beneficiary designations, medical decisions, health care power, family members, financial decisions, health care proxy, health care, durable power, revocable living trust, healthcare power, estate planning checklist, advance directive, health care decisions, financial advisor, revocable trust, financial agent, real estate, many people, medical power, financial matters, law firm, probate process, estate planning, assets, trust, power of attorney, beneficiaries, attorney, probate, medicaid, health care, living trust, living will, executor, last will and testament, tax, finances, poa, health care proxy, advance directive, guardianship, estate, mind, guardian, irrevocable trusts, revocable living trusts, advance directives, last will and testament, long-term care insurance, trusts, living will, conservator, will, social security, power of attorney, medicare, life insurance, estate tax, probated, long-term care, advance healthcare directives, estate-planning, joint tenant

The third document required for a valid estate plan in Utah is a living will. This document allows an individual to provide instructions regarding their medical care in the event that they become incapacitated. The living will should include detailed instructions regarding the type of medical care that the individual desires and the wishes regarding end of life care. Utah law requires that the living will must be signed and witnessed in the same manner as a will.

The fourth document necessary for a valid estate plan in Utah is a revocable living trust. A trust allows an individual to appoint a trustee who will manage the assets held in the trust for the benefit of another individual or individuals. The trust should include detailed instructions regarding the management and distribution of the trust assets. Utah law requires that the trust must be in writing and signed by the grantor in the presence of two witnesses. The witnesses must also sign the trust in the presence of the grantor.

The fifth and final document necessary for a valid estate plan in Utah is a health care directive. This document allows an individual to appoint another person to make medical decisions on their behalf in the event that they become incapacitated. The health care proxy should include detailed instructions regarding the type of medical care that the individual desires and the wishes regarding end of life care. It should also include the name and address of the person appointed as the proxy.

It is important to understand the documents that are necessary to create a valid estate plan in the state of Utah. They are also necessary to help you achieve the goals of estate planning. These documents include a will, a durable power of attorney, a living will, a trust, and a health care proxy. It is important to ensure that these documents are properly executed and witnessed in order for them to be legally binding. By understanding and following these documents, an individual can ensure that their wishes are carried out according to their desires.

Estate Planning Documents Consultation

When you need legal help with Estate Planning Documents, call Jeremy D. Eveland, MBA, JD (801) 613-1472 for a consultation.

Jeremy Eveland
17 North State Street
Lindon UT 84042
(801) 613-1472

Home

Related Posts

What Is An Express Contract?

Antitrust Law

Salt Lake City Business Transaction Attorney

Business Succession Lawyer Herriman Utah

What Are The Advantages Of Hiring A Business Lawyer?

Business Succession Lawyer Logan Utah

Buy Sell Agreement

What Is The Relationship Between Business Law And Economies?

Litigation

Commercial Law

Business Transaction Lawyer West Valley City Utah

Registered Trade Marks

Due Diligence

Do I Need A Permit To Start A Business In Utah?

Business Succession Lawyer Draper Utah

Tax Law

Startup Attorney

Business Contract Lawyer Salt Lake City

Goals of Estate Planning

What Is The Difference Between Corporate And Commercial Law?

Business Credit

Business Contract Lawyer West Valley City

Commercial Real Estate Law

AI Business Consultant

Estate Planning Documents

This entry was posted in Estate Planning and tagged account, accounts, advance directive, advance directives, advance healthcare directives, agent, assets, attorney, behalf, beneficiaries, beneficiary designations, care, checklist, children, conservator, court, death, decisions, document, documents, durable power, estate, estate plan, estate planning, estate planning checklist, Estate Planning Documents, estate tax, executor, family, family members, finances, financial advisor, financial agent, financial decisions, financial matters, financial power, guardian, guardianship, health, health care, health care decisions, health care power, health care proxy, healthcare power, home, insurance, irrevocable trusts, Joint Tenancy, joint tenant, Last Will And Testament, law, law firm, life, life insurance, living, living trust, living will, long-term care, long-term care insurance, loved ones, many people, medicaid, medical decisions, medical power, medicare, mind, minor children, people, person, plan, planning, poa, power, power of attorney, probate, probate process, probated, process, property, real estate, revocable living trust, revocable living trusts, revocable trust, social security, someone, spouse, state, tax, time, trust, trusts, will, wishes on January 23, 2023 by admin.

Post navigation

← AI Business Consultant Mechanic’s Lien in Utah →

Recent Posts

  • Company Lawyer
  • Fair Labor Standards Act
  • Issuance of Stock
  • Line of Credit
  • Estate Planning Lawyer Provo Utah
  • Full Service Law Firm
  • Advantages of Hiring a Utah Personal Injury Lawyer
  • Corporate Attorney Riverton Utah
  • Business Market Research
  • Civil Litigation
  • Accord and Satisfaction
  • Business Contract Lawyer Spanish Fork
  • Estate Planning Lawyer West Valley City Utah
  • Leadership Training
  • Management Training
  • Business Success
  • Sustainable Business Model
  • OSHA Law
  • Arbitration
  • Mediation
Loading
(c) 2023 Jeremy Eveland. All Rights Reserved.