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Executor Lawyer

Executor Lawyer

“Your Estate, Your Peace of Mind – Let a Lawyer for an Executor of an Estate Help You.”

Introduction

A lawyer for an executor of an estate is a legal professional who provides legal advice and assistance to the executor of an estate. The executor is the person responsible for carrying out the wishes of the deceased, as outlined in the will. The lawyer for an executor of an estate helps the executor to understand their legal obligations and to ensure that the estate is administered in accordance with the law. The lawyer can provide advice on the best way to manage the estate, including the distribution of assets, the payment of debts, and the filing of taxes. The lawyer can also help the executor to resolve any disputes that may arise during the administration of the estate.

What are the Legal Rights and Responsibilities of an Executor of an Estate?

As an executor of an estate, you have a number of legal rights and responsibilities. It is important to understand these rights and responsibilities in order to properly fulfill your role.

Legal Rights

As an executor, you have the right to access the deceased’s assets and records. This includes bank accounts, investments, and other financial documents. You also have the right to hire professionals to assist you in the administration of the estate, such as attorneys, accountants, and appraisers.

Legal Responsibilities

As an executor, you are responsible for managing the estate’s assets and distributing them according to the deceased’s wishes. This includes paying any outstanding debts, filing taxes, and distributing assets to beneficiaries. You are also responsible for ensuring that all legal requirements are met, such as obtaining court approval for certain actions.

In addition, you are responsible for keeping accurate records of all transactions and filing the necessary paperwork with the court. You must also keep beneficiaries informed of the progress of the estate and any changes that may occur.

Finally, you are responsible for ensuring that the estate is properly administered and that all assets are distributed according to the deceased’s wishes. This includes ensuring that all taxes are paid and that all debts are settled.

It is important to understand your legal rights and responsibilities as an executor of an estate. By understanding these rights and responsibilities, you can ensure that the estate is properly administered and that all assets are distributed according to the deceased’s wishes.

What are Letters of Administration for an Executor of an Estate?

Letters of Administration are documents issued by a court that grant an executor the authority to manage the estate of a deceased person. The executor is responsible for collecting and distributing the assets of the estate, paying any debts, and filing the necessary tax returns.

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The executor must first apply to the court for Letters of Administration. This application must include a copy of the death certificate, a list of the deceased’s assets and liabilities, and a list of the heirs and beneficiaries. The court will review the application and, if approved, will issue the Letters of Administration.

Once the executor has the Letters of Administration, they can begin the process of administering the estate. This includes collecting and distributing assets, paying debts, filing tax returns, and distributing the remaining assets to the heirs and beneficiaries.

The executor must also keep accurate records of all transactions and provide regular updates to the court. The executor is also responsible for filing the final estate tax return and distributing any remaining assets to the heirs and beneficiaries.

Letters of Administration are an important part of the estate administration process and are necessary for an executor to properly manage the estate of a deceased person.

What is the Process for Applying for Letters of Administration for an Executor of an Estate?

The process for applying for Letters of Administration for an Executor of an Estate involves several steps. First, the Executor must obtain a copy of the death certificate and any other documents that may be required by the court. Next, the Executor must file a Petition for Letters of Administration with the probate court in the county where the deceased resided. The Petition must include the name of the deceased, the names of the heirs, and the Executor’s name and address.

Once the Petition is filed, the Executor must provide notice to all interested parties, such as the heirs and creditors of the estate. The Executor must also provide proof of publication of the notice in a local newspaper. After the notice period has expired, the Executor must appear in court for a hearing. At the hearing, the Executor must present evidence to the court that they are qualified to serve as Executor of the estate.

If the court finds that the Executor is qualified, the court will issue Letters of Administration. The Letters of Administration are a legal document that grants the Executor the authority to manage the estate. The Executor must then use the Letters of Administration to open a probate estate and begin the process of settling the estate.

What are the Tax Implications for an Executor of an Estate?

As an executor of an estate, it is important to understand the tax implications associated with the role. Executors are responsible for filing the final income tax return of the deceased, as well as any other tax returns that may be required. Depending on the size of the estate, the executor may also be responsible for filing estate tax returns.

Income tax returns must be filed for the period from the beginning of the year up to the date of death. The executor must also report any income earned by the estate after the date of death. This includes any income from investments, rental properties, or other sources.

Estate tax returns must be filed if the estate is valued at more than the federal estate tax exemption amount. The executor must also pay any estate taxes due.

The executor is also responsible for filing any gift tax returns that may be required. This includes any gifts made by the deceased during their lifetime, as well as any gifts made by the estate after the date of death.

Finally, the executor must ensure that all taxes due are paid in a timely manner. Failure to do so can result in penalties and interest charges.

It is important for executors to understand the tax implications associated with their role. It is also important to seek professional advice to ensure that all taxes are paid correctly and on time.

What is an Inventory of An Estate?

An inventory of an estate is a comprehensive list of all the assets owned by a deceased individual at the time of their death. This list is typically compiled by an executor or administrator of the estate and is used to determine the value of the estate for tax and probate purposes. The inventory should include all tangible assets such as real estate, vehicles, jewelry, furniture, artwork, and other personal property, as well as intangible assets such as bank accounts, stocks, bonds, and other investments. It should also include any debts owed by the deceased, such as mortgages, loans, and credit card balances. The inventory should be as detailed and accurate as possible, as it will be used to determine the value of the estate and the distribution of assets to heirs.

What are the Duties of an Executor of an Estate?

An executor of an estate is responsible for carrying out the wishes of the deceased as outlined in their will. This includes collecting and managing the assets of the estate, paying any debts or taxes, and distributing the remaining assets to the beneficiaries.

The executor must first obtain a grant of probate from the court, which is a legal document that confirms the executor’s authority to act on behalf of the estate. The executor must then locate and secure all of the assets of the estate, including real estate, bank accounts, investments, and personal property.

The executor must also pay any outstanding debts or taxes of the estate, including any income taxes due. This may involve filing tax returns and paying any taxes due.

The executor must also manage the assets of the estate, including any investments, until the estate is ready to be distributed. This may involve making decisions about the sale of assets or the reinvestment of funds.

Finally, the executor must distribute the remaining assets of the estate to the beneficiaries as outlined in the will. This may involve transferring assets to the beneficiaries or distributing funds to them.

The executor is responsible for ensuring that all of these tasks are completed in a timely and accurate manner. They must also keep detailed records of all transactions and provide regular updates to the beneficiaries.

What is the Role of a Lawyer for an Executor of an Estate?

A lawyer plays an important role in assisting an executor of an estate. An executor is responsible for carrying out the wishes of the deceased as outlined in the will. The executor is responsible for ensuring that the estate is distributed according to the will, and that all taxes and debts are paid. A lawyer can provide guidance and advice to the executor throughout the process.

A lawyer can help the executor understand their legal obligations and ensure that they are met. They can provide advice on the best way to manage the estate, including how to handle assets, debts, and taxes. They can also help the executor navigate the probate process, which can be complex and time-consuming.

A lawyer can also help the executor with any disputes that may arise. They can provide advice on how to handle any disagreements between beneficiaries or creditors, and can represent the executor in court if necessary.

Finally, a lawyer can help the executor with any legal paperwork that needs to be completed. This includes filing the will with the court, preparing tax returns, and filing any other necessary documents.

Overall, a lawyer can provide invaluable assistance to an executor of an estate. They can provide guidance and advice throughout the process, and help ensure that the wishes of the deceased are carried out.

How to Choose the Right Lawyer for an Executor of an Estate?

When an individual is appointed as an executor of an estate, they are responsible for managing the estate and ensuring that the wishes of the deceased are carried out. This can be a complex and time-consuming process, and it is important to choose the right lawyer to help with the process. Here are some tips for choosing the right lawyer for an executor of an estate:

1. Research: Before selecting a lawyer, it is important to research the lawyer’s qualifications and experience. Look for a lawyer who specializes in estate law and has experience in dealing with executors.

2. Ask for Referrals: Ask family and friends for referrals to lawyers who have experience in estate law. This can help narrow down the list of potential lawyers.

3. Interview: Once you have a list of potential lawyers, it is important to interview them to ensure that they are the right fit for the job. Ask questions about their experience, fees, and any other relevant information.

4. Check References: Ask the lawyer for references from past clients. This can help you get a better understanding of the lawyer’s experience and how they handle cases.

5. Consider Cost: It is important to consider the cost of hiring a lawyer. Make sure to ask about the lawyer’s fees and any other costs associated with the case.

By following these tips, you can ensure that you choose the right lawyer for an executor of an estate. A good lawyer can help make the process of managing an estate easier and ensure that the wishes of the deceased are carried out.

Q&A

1. What is the role of a lawyer for an executor of an estate?

A lawyer for an executor of an estate provides legal advice and guidance to the executor throughout the estate administration process. The lawyer helps the executor understand their legal obligations and responsibilities, and assists with the preparation of documents, such as wills, trusts, and other estate planning documents. The lawyer also helps the executor navigate the probate process, ensuring that all legal requirements are met.

2. What are the duties of an executor of an estate?

The duties of an executor of an estate include: collecting and managing the assets of the estate; paying any debts and taxes; distributing the assets to the beneficiaries; and filing the necessary paperwork with the court.

3. What is probate?

Probate is the legal process of administering a deceased person’s estate. This includes collecting and managing the assets of the estate, paying any debts and taxes, and distributing the assets to the beneficiaries.

4. What is a will?

A will is a legal document that outlines a person’s wishes regarding the distribution of their assets after their death. It is important to have a valid will in place in order to ensure that your wishes are carried out.

5. What is a trust?

A trust is a legal arrangement in which a person (the grantor) transfers ownership of their assets to another person (the trustee) to manage and distribute according to the grantor’s wishes. Trusts can be used to manage assets during a person’s lifetime, or to distribute assets after their death.

6. What is a power of attorney?

A power of attorney is a legal document that allows a person (the principal) to appoint another person (the agent) to act on their behalf in legal and financial matters. The agent is legally authorized to make decisions and take actions on behalf of the principal.

7. What is an estate tax?

An estate tax is a tax imposed on the transfer of assets from a deceased person to their beneficiaries. The amount of the tax depends on the value of the estate and the laws of the state in which the deceased person resided.

8. What is an estate plan?

An estate plan is a set of documents that outlines a person’s wishes regarding the distribution of their assets after their death. It typically includes a will, trust, and power of attorney. An estate plan can help ensure that a person’s wishes are carried out and that their assets are distributed according to their wishes.

Areas We Serve

We serve individuals and businesses in the following locations:

Salt Lake City Utah
West Valley City Utah
Provo Utah
West Jordan Utah
Orem Utah
Sandy Utah
Ogden Utah
St. George Utah
Layton Utah
South Jordan Utah
Lehi Utah
Millcreek Utah
Taylorsville Utah
Logan Utah
Murray Utah
Draper Utah
Bountiful Utah
Riverton Utah
Herriman Utah
Spanish Fork Utah
Roy Utah
Pleasant Grove Utah
Kearns Utah
Tooele Utah
Cottonwood Heights Utah
Midvale Utah
Springville Utah
Eagle Mountain Utah
Cedar City Utah
Kaysville Utah
Clearfield Utah
Holladay Utah
American Fork Utah
Syracuse Utah
Saratoga Springs Utah
Magna Utah
Washington Utah
South Salt Lake Utah
Farmington Utah
Clinton Utah
North Salt Lake Utah
Payson Utah
North Ogden Utah
Brigham City Utah
Highland Utah
Centerville Utah
Hurricane Utah
South Ogden Utah
Heber Utah
West Haven Utah
Bluffdale Utah
Santaquin Utah
Smithfield Utah
Woods Cross Utah
Grantsville Utah
Lindon Utah
North Logan Utah
West Point Utah
Vernal Utah
Alpine Utah
Cedar Hills Utah
Pleasant View Utah
Mapleton Utah
Stansbury Par Utah
Washington Terrace Utah
Riverdale Utah
Hooper Utah
Tremonton Utah
Ivins Utah
Park City Utah
Price Utah
Hyrum Utah
Summit Park Utah
Salem Utah
Richfield Utah
Santa Clara Utah
Providence Utah
South Weber Utah
Vineyard Utah
Ephraim Utah
Roosevelt Utah
Farr West Utah
Plain City Utah
Nibley Utah
Enoch Utah
Harrisville Utah
Snyderville Utah
Fruit Heights Utah
Nephi Utah
White City Utah
West Bountiful Utah
Sunset Utah
Moab Utah
Midway Utah
Perry Utah
Kanab Utah
Hyde Park Utah
Silver Summit Utah
La Verkin Utah
Morgan Utah

Executor Lawyer Consultation

When you need help from an Executor Lawyer call Jeremy D. Eveland, MBA, JD (801) 613-1472 for a consultation.

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

Business Lawyer in West Jordan, Utah

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Executor Lawyer

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For legal assistance, contact Jeremy Eveland, Attorney at Law — 8833 S Redwood Rd #A, West Jordan, UT 84088 · (801) 613-1472.

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Probate

Probate

Probate is the legal process by which an individual’s estate is administered after they have passed away. In Utah, probate is governed by both case law and the Utah Code, which establish the rules and procedures that govern the process. This article will explain the probate process as it relates to Utah law, including the types of probate proceedings, the parties involved, and the timeline for the administration of an estate. The article will also discuss the recent changes to the Utah probate laws and the impact they may have on the process.

Types of Probate Proceedings

Under Utah law, there are two types of probate proceedings: formal and informal. Formal proceedings are overseen by a probate court and involve the appointment of a personal representative who is responsible for administering the estate. Informal proceedings, on the other hand, allow the estate to be administered without the involvement of a court. In informal proceedings, the personal representative is appointed by the decedent’s will and is responsible for collecting and distributing the assets of the estate.

Parties Involved

The parties involved in a Utah probate proceeding are the decedent, the personal representative, and any creditors or beneficiaries of the estate. The personal representative is the individual who is appointed by the probate court or by the decedent’s will to administer the estate. They are responsible for gathering the assets of the estate, paying any outstanding debts, and distributing the remaining assets in accordance with the decedent’s wishes. The creditors of the estate are any individuals or organizations who are owed money by the estate. The beneficiaries of the estate are any individuals or organizations who are entitled to receive a portion of the estate.

Timeline for Administration

The timeline for the administration of an estate in Utah depends on the type of probate proceeding that is chosen. In the case of a formal proceeding, the court will issue an order appointing the personal representative, who must then file an inventory of the assets of the estate within 60 days. The personal representative must then give notice to any creditors of the estate, who have 90 days to file a claim against the estate. After the claim period has passed, the personal representative can begin to distribute the assets of the estate in accordance with the decedent’s wishes.

In an informal proceeding, the personal representative must still file an inventory of the assets and give notice to the creditors, but the timeline is more flexible. The personal representative can begin distributing the assets of the estate once all of the creditors have been paid and the claims period has passed.

Utah Code 75-2-101 – Definitions.

Utah Code 75-2-101 defines the meaning of several key terms for the purpose of interpreting the Utah Trust Code. The terms “trust” and “trustee” are defined as a fiduciary relationship in which one person holds title to property for another person’s benefit. A “trustee” is defined as a person who holds title to property for the benefit of another person, and a “beneficiary” is the person for whose benefit the trustee holds title to the property. “Property” is defined as anything that can be owned, and it includes real estate, personal property, money, and intangible property such as stocks, bonds, and other investments. The term “principal” is defined as the total amount of trust property, including income and appreciation. Finally, “interest” is defined as any right or benefit that a beneficiary has in the trust property or its income.

The definitions provided in Utah Code 75-2-101 are fundamental to understanding the Utah Trust Code. The definitions provide a clear understanding of the roles of the various parties involved in a trust, as well as the types of property that may be held in a trust. By understanding the definitions provided in this code, individuals can more accurately interpret the regulations and laws that govern trusts in Utah.

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Utah Code 75-2-102 – Construction of act

Utah Code 75-2-102 states that probate is the legal process of administering a deceased person’s estate. This includes validating a will, if there is one, as well as collecting assets, paying debts, and distributing assets to the rightful heirs. The purpose of probate is to ensure that the decedent’s wishes are carried out, and that the estate is properly managed and dispersed. Probate is a process that must be initiated by the executor of the will, or if there is no will, the court will appoint an administrator to oversee the process.

The first step in probate is to determine the validity of the will. This includes making sure that the will is properly signed and witnessed, as well as determining whether any changes or modifications have been made since the will was created. Once the will is deemed valid, the executor must then inventory and evaluate the decedent’s assets. This includes collecting the assets, paying any outstanding debts, and distributing the remainder to the beneficiaries. In some cases, the executor may need to seek court approval for certain decisions, such as the sale of property.

The probate process can be a lengthy one, and it is important for the executor to remain organized and diligent. It is also important to be aware of any applicable laws or regulations that may impact the process. If the process is handled properly, it can provide peace of mind to the family and heirs of the deceased and ensure that the decedent’s wishes are carried out.

Utah Code 75-2-103 – Probate court jurisdiction.

Utah Code 75-2-103 outlines the jurisdiction of probate courts in the state of Utah. This code states that a probate court has jurisdiction over all matters pertaining to the administration of decedents’ estates, guardianships, conservatorships, trusts, adoptions, and other related proceedings. In addition, probate courts have exclusive jurisdiction over the settlement of estates, appointment of guardians and conservators, determination of heirship, and the granting of letters testamentary or of administration.

The probate court is responsible for the protection of the rights of the deceased and those parties involved with the estate. This includes safeguarding the assets of the estate, ensuring that creditors are paid, and that the deceased’s wishes are carried out according to the terms of the will, if there is one. The court also ensures that the parties involved in a probate process act in an ethical and responsible manner, in accordance with state and federal laws.

In addition, the probate court has the authority to make decisions concerning the appointment of guardians and conservators, and to determine heirship when there are disputes between family members. It can also adjudicate disputes between creditors and the estate, and between family members concerning the deceased’s assets. When necessary, the court may also order an inventory of the estate, and can order the sale of estate property to satisfy outstanding debts.

Other sections of the Utah Probate Code are as follows:

Utah Code 75-2-104 – Personal representative
Utah Code 75-2-105 – Appointment of personal representative
Utah Code 75-2-106 – Letters testamentary or of administration
Utah Code 75-2-107 – Bond of personal representative
Utah Code 75-2-108 – Exempt property
Utah Code 75-2-109 – Rights and duties of personal representative
Utah Code 75-2-110 – Rights of persons interested in estate
Utah Code 75-2-111 – Collection of assets
Utah Code 75-2-112 – Payment of debts
Utah Code 75-2-113 – Disposition of property
Utah Code 75-2-114 – Closing estate
Utah Code 75-2-115 – Petition for discharge
Utah Code 75-2-116 – Distribution of estate
Utah Code 75-2-117 – Payment of taxes
Utah Code 75-2-118 – Accounting
Utah Code 75-2-119 – Allowance and compensation of personal representative
Utah Code 75-2-120 – Removal of personal representative
Utah Code 75-2-121 – Appointment of guardian ad litem
Utah Code 75-2-122 – Power of court
Utah Code 75-2-123 – Suit by or against personal representative
Utah Code 75-2-124 – Descent and distribution
Utah Code 75-2-125 – Inventories
Utah Code 75-2-126 – Administration of foreign estates
Utah Code 75-2-127 – Intestate succession
Utah Code 75-2-128 – Homestead allowance
Utah Code 75-2-129 – Exoneration of personal representative
Utah Code 75-2-130 – Additional court powers
Utah Code 75-2-131 – Immunity from liability

Recent Changes to Utah Probate Law

In recent years, Utah has made several changes to its probate laws in order to make the process more efficient and cost-effective. One of the most notable changes is the introduction of a simplified probate process for estates worth less than $100,000. This process eliminates the need for a court hearing and allows the personal representative to administer the estate without the involvement of the court. Additionally, the state has recently passed a law that allows certain assets to pass directly to the beneficiaries of an estate without the need for probate. Finally, the state has adopted a probate code that provides a comprehensive overview of the probate process and sets out the rights and responsibilities of all parties involved.

Probate in Utah is governed by both case law and the Utah Code. The probate process in the state can be either formal or informal, and the timeline for the administration of an estate depends on the type of proceeding chosen. In recent years, the state has made several changes to its probate laws in order to make the process more efficient and cost-effective. These changes have made it easier for individuals to administer an estate without the involvement of a court, and have ensured that the rights and responsibilities of all parties involved in the process are clearly outlined.

Areas We Serve

We serve individuals and businesses in the following locations:

Salt Lake City Utah
West Valley City Utah
Provo Utah
West Jordan Utah
Orem Utah
Sandy Utah
Ogden Utah
St. George Utah
Layton Utah
South Jordan Utah
Lehi Utah
Millcreek Utah
Taylorsville Utah
Logan Utah
Murray Utah
Draper Utah
Bountiful Utah
Riverton Utah
Herriman Utah
Spanish Fork Utah
Roy Utah
Pleasant Grove Utah
Kearns Utah
Tooele Utah
Cottonwood Heights Utah
Midvale Utah
Springville Utah
Eagle Mountain Utah
Cedar City Utah
Kaysville Utah
Clearfield Utah
Holladay Utah
American Fork Utah
Syracuse Utah
Saratoga Springs Utah
Magna Utah
Washington Utah
South Salt Lake Utah
Farmington Utah
Clinton Utah
North Salt Lake Utah
Payson Utah
North Ogden Utah
Brigham City Utah
Highland Utah
Centerville Utah
Hurricane Utah
South Ogden Utah
Heber Utah
West Haven Utah
Bluffdale Utah
Santaquin Utah
Smithfield Utah
Woods Cross Utah
Grantsville Utah
Lindon Utah
North Logan Utah
West Point Utah
Vernal Utah
Alpine Utah
Cedar Hills Utah
Pleasant View Utah
Mapleton Utah
Stansbury Par Utah
Washington Terrace Utah
Riverdale Utah
Hooper Utah
Tremonton Utah
Ivins Utah
Park City Utah
Price Utah
Hyrum Utah
Summit Park Utah
Salem Utah
Richfield Utah
Santa Clara Utah
Providence Utah
South Weber Utah
Vineyard Utah
Ephraim Utah
Roosevelt Utah
Farr West Utah
Plain City Utah
Nibley Utah
Enoch Utah
Harrisville Utah
Snyderville Utah
Fruit Heights Utah
Nephi Utah
White City Utah
West Bountiful Utah
Sunset Utah
Moab Utah
Midway Utah
Perry Utah
Kanab Utah
Hyde Park Utah
Silver Summit Utah
La Verkin Utah
Morgan Utah

Probate Consultation

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

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

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Estate Planning Lawyer Salt Lake City Utah

Estate Planning Lawyer Salt Lake City Utah

An estate planning lawyer in Salt Lake City drafts the will or living trust, financial power of attorney, and advance health care directive that decide who inherits your property and who acts for you if you cannot. Flat fees here are $1,500 for a will-based plan and $3,500 for a trust-based plan.

Last updated: September 2026

Key Takeaways

  • Flat pricing: $1,500 for a will-based plan, $3,500 for a trust-based plan. Every plan is custom built, so your figure can land above or below depending on your circumstances.
  • Salt Lake County home values are what push most local families toward a trust. Real property is the asset that drags an estate into probate.
  • Probate venue follows domicile. Under Utah Code 75-3-201, the first proceeding is filed in the county where the person lived at death, so a Salt Lake City resident’s estate is administered in Salt Lake County.
  • Funding a trust with a Salt Lake City home means recording a deed with the Salt Lake County Recorder at 2001 South State Street. A trust nobody funded does nothing.
  • Utah has no state estate tax and no inheritance tax. The Inheritance Tax Act was formally repealed on 5 May 2026.

Why Salt Lake City Families End Up in Probate

The pattern is consistent. A couple buys a house in Sugar House or the Avenues or Rose Park in the 1990s, holds it for thirty years, and never revisits how it is titled. There is a will in a drawer somewhere. When the second spouse dies, the house is the estate, and the house has to go through the district court in Salt Lake County before anyone can sell it.

That is the case an estate planning lawyer in Salt Lake City sees most often, and it is entirely preventable. The will did its job. A will is a set of instructions to a probate court, so having one guarantees probate rather than avoiding it. The document that would have kept the house out of court is a funded revocable living trust.

Utah’s venue rule makes this concrete.

Venue for the first informal or formal testacy or appointment proceedings after a decedent’s death is in the county where the decedent had his domicile at the time of his death.

Utah Code 75-3-201

If you live in Salt Lake City, your estate is administered in Salt Lake County. Property you own elsewhere can pull a second proceeding into another county or another state entirely, which is one of the strongest arguments for a trust when a family owns a cabin in Wasatch County or a rental in another state.

What an Estate Planning Lawyer in Salt Lake City Charges

Most local firms will not publish a number. Here are the actual fees.

Plan Flat fee What it includes Best for
Will-based plan $1,500 Last will and testament, financial power of attorney, advance health care directive, guardian nominations for minor children Renters and condo owners with modest equity, no out-of-state property
Trust-based plan $3,500 Revocable living trust, pour-over will, financial power of attorney, advance health care directive, deed preparation to move your Salt Lake County property into the trust Homeowners with real equity, blended families, minor children, property in more than one county or state

Both are quoted before drafting begins, so there is no hourly meter running during phone calls. The figures can move in either direction, because every plan here is custom built for the person in front of me. A single owner with one Salt Lake City home and two adult children is straightforward. A blended family with a business interest, a cabin held with siblings, and a beneficiary receiving needs-based benefits is not. You get your real number at the first meeting rather than after the work.

Recording fees paid to the Salt Lake County Recorder sit outside the flat fee, because they go to the county rather than to the firm.

Will or Trust for a Salt Lake City Household

The deciding factor is almost always real property. An estate planning lawyer in Salt Lake City is really asking one question: is there a house, and how much equity is in it?

Question Will-based plan Trust-based plan
Keeps the house out of probate? No Yes, once the deed is recorded
Stays private? No. A will filed with the court is public. Yes. Administered privately.
Covers incapacity? No. Operates only at death. Yes. A successor trustee can act.
Cabin in Wasatch or Summit County? Can trigger a second proceeding Handled in one trust
Cost today $1,500 $3,500
Cost to the family later Higher. Probate has its own filing fee and attorney fees. Lower. Trust administration is usually faster and cheaper.

The trust costs more now and usually costs the family less later. The will costs less now and moves the expense to your beneficiaries at the worst possible moment. Neither choice is wrong. They are different places to put the same money, and for a Salt Lake City homeowner the trust usually wins on arithmetic.

Funding a Trust in Salt Lake County

If you ask an estate planning lawyer in Salt Lake City only one question, make it this one. Funding is the step that separates a plan from a binder, and it is the one most often skipped.

A revocable living trust only controls what has been transferred into it. For your Salt Lake City home, that means a new deed conveying the property from you as an individual to you as trustee, recorded with the Salt Lake County Recorder. The Recorder’s office is at 2001 South State Street, Suite N1-600, Salt Lake City, and is open Monday through Friday.

Until that deed is recorded, the house is still titled in your name. Your trust exists, your family paid for it, and the house goes through probate anyway. When you compare quotes from any estate planning lawyer in Salt Lake City, the question that matters is whether deed preparation and recording are included in the fee or left to you.

Financial accounts, retirement plans, and life insurance are funded differently, through beneficiary designations and account retitling rather than deeds. Our step-by-step guide to funding a trust in Utah walks through each asset type.

The Documents a Complete Plan Includes

Whichever structure you choose, the headline document is only part of it. An estate planning lawyer in Salt Lake City should deliver all of the following, because a gap in any one of them is where a family gets stuck.

Document What it does When it operates
Last will and testament Names who receives probate property, nominates a personal representative and a guardian for minor children At death, through the court
Revocable living trust Holds title and passes assets to beneficiaries without probate Immediately, and through incapacity and death
Pour-over will Catches anything never retitled into the trust and directs it there At death, as a backstop
Financial power of attorney Lets an agent handle money, property, and accounts if you cannot During incapacity, ends at death
Advance health care directive Names a health care agent and records treatment wishes When you cannot speak for yourself
Guardian nomination Tells the court who should raise your minor children At death or incapacity of both parents

Two of those six operate while you are alive. That surprises people. Estate planning is only half about death, and the financial power of attorney and the health care directive are the documents a family reaches for first, usually during a hospital stay rather than after a funeral. They are also the two most often missing when someone arrives with a will they bought online.

Who in Salt Lake City Needs Which Plan

Rather than a general recommendation, here is how an estate planning lawyer in Salt Lake City would usually call it for common local situations.

Young family renting in Sugar House or downtown. A will-based plan at $1,500 is normally right. The critical piece is not the will, it is the guardian nomination for the children and the two incapacity documents. There is no house to keep out of probate yet, so the trust would be solving a problem you do not have.

Long-time homeowner in the Avenues, Rose Park, or Millcreek. A trust-based plan almost always earns its cost. Thirty years of Salt Lake County appreciation means the house is the estate, and the house is exactly what a funded trust keeps out of court.

Blended family. A trust, and careful drafting inside it. Utah’s elective share means a surviving spouse cannot simply be written out, so a plan that leaves everything to children from a first marriage does not quietly succeed. It produces litigation over what the augmented estate is worth.

Family with a cabin. A trust. A cabin in Wasatch, Summit, or Duchesne County held outside a trust can trigger a second proceeding in that county, and one held with siblings brings co-ownership questions that should be settled while everyone is alive.

Business owner. A trust, coordinated with the operating agreement. A buy-sell provision that contradicts the estate plan is a common and expensive discovery, because the two documents are usually drafted years apart by different people.

Someone with a beneficiary who receives needs-based benefits. A trust with the share structured so it does not disqualify that person from benefits. An outright gift, however well meant, can do real harm here.

What Utah Law Requires

Three provisions decide whether the documents an estate planning lawyer in Salt Lake City drafts will actually work.

Wills. Under Utah Code 75-2-502, a will must be in writing, signed by you, and signed by at least two witnesses. Utah also recognizes an unwitnessed holographic will if the signature and material portions are in your own handwriting, which is a safety net rather than a plan.

Self-proving. Adding sworn affidavits under Utah Code 75-2-504 means the court does not have to locate your witnesses years later. It costs one extra signature page and saves real trouble.

Spousal rights. Under Utah Code 75-2-202, a surviving spouse can elect one third of the augmented estate, with a supplemental floor of $75,000. A surviving spouse is also entitled to a $22,500 homestead allowance and up to $15,000 of exempt property. You cannot quietly write a spouse out of a Utah estate plan.

If Someone Has Already Died

Planning and probate are different matters, though the same estate planning lawyer in Salt Lake City should be able to handle both. If you are here because a Salt Lake City parent or spouse has died, the path depends on the size and composition of the estate.

Utah offers a small estate affidavit under Utah Code 75-3-1201 for collecting personal property thirty days after death when the entire estate subject to administration, less liens and encumbrances, does not exceed $100,000. It does not transfer real property, and a Salt Lake City house normally takes an estate past the threshold. See our guides to the Utah small estate affidavit and to working with a probate attorney in Salt Lake City.

What Happens Without a Plan

Dying without a will in Utah does not send your property to the state. It means Utah Code 75-2-102 writes the plan for you, and the default catches many Salt Lake City families off guard.

A surviving spouse takes the entire intestate estate if you leave no descendants, or if every surviving descendant is also that spouse’s descendant. But if even one descendant is not your spouse’s, the spouse takes the first $75,000 plus half the balance, and the remainder passes to your descendants.

In practice that means a long second marriage plus one child from a prior relationship produces a split estate by operation of law. A surviving spouse can end up co-owning the family home with a stepchild. It is one of the most common outcomes an estate planning lawyer in Salt Lake City has to explain after the fact, and almost nobody intends it.

Incapacity is the other half. Without a financial power of attorney and an advance health care directive, a family facing a stroke or a dementia diagnosis has to petition the court for guardianship or conservatorship. That is slower, public, and considerably more expensive than the documents would have been.

Mistakes That Cost Salt Lake City Families the Most

  1. The unfunded trust. Signed, never deeded. The house goes through probate and the trust sat in a drawer.
  2. Beneficiary designations nobody updated. Retirement accounts and life insurance pass by designation, not by will. A former spouse named in 2009 collects in 2026.
  3. Adding a child to the deed. It is a present gift, exposes the home to that child’s creditors and divorce, and gives up the basis step-up the family would otherwise get.
  4. Ignoring the cabin. Property in another county or state frequently triggers a second proceeding that a trust would have avoided.
  5. Never revisiting the plan. A plan written before a divorce, a remarriage, or a business sale describes a life you no longer live.

Four of those five are funding and maintenance failures rather than drafting failures. That is the pattern an estate planning lawyer in Salt Lake City sees again and again, and it is why the follow-through matters more than the paragraph choices.

Working With an Estate Planning Lawyer in Salt Lake City

The process runs three meetings and about three to four weeks. The first is a design meeting covering what you own, how each asset is titled, and who depends on you, and you leave it knowing which plan you need and what it costs. Documents are then drafted and sent for you to read before any signing. The signing meeting handles Utah’s witness and notary requirements, and for trust plans the deed is prepared and recorded afterward.

Offices are in Lindon and West Jordan, both a short drive from Salt Lake City, and the practice covers business law, real estate law, estate planning, and probate. Handling probate is what informs the planning side, because it shows which provisions actually break. If you want the statewide picture first, start with the overview of estate planning in Utah, or read how a Utah living trust works.

Frequently Asked Questions

How much does an estate planning lawyer in Salt Lake City cost?

At this office, a flat $1,500 for a will-based plan and a flat $3,500 for a trust-based plan, quoted before drafting begins. Because plans are custom built, your figure may be higher or lower depending on complexity. Salt Lake County recording fees are separate and are paid to the county.

Do I need a trust if I own a home in Salt Lake City?

Usually yes, and it is the first thing an estate planning lawyer in Salt Lake City will ask about. Real property is the asset that forces an estate into probate, and Salt Lake County home equity is normally the largest thing a family owns. A funded trust keeps the house out of court, stays private, and covers incapacity as well as death.

Where would my estate be probated if I live in Salt Lake City?

In Salt Lake County. Utah Code 75-3-201 places venue for the first proceeding in the county where the person was domiciled at death. Property owned in another county or state can pull in an additional proceeding, which a trust generally prevents.

What does funding a trust involve for a Salt Lake City house?

A new deed conveying the property from you individually to you as trustee, recorded with the Salt Lake County Recorder at 2001 South State Street. Until that deed is recorded, the home is not in the trust and will be probated regardless of what the trust says.

Does Utah charge an estate tax or inheritance tax?

No. Utah imposes no state estate tax, and its Inheritance Tax Act at Title 59, Chapter 11 was formally repealed effective 5 May 2026. Only the federal estate tax remains, and it reaches a small minority of estates.

Can I disinherit my spouse in a Utah will?

Not completely. Utah Code 75-2-202 lets a surviving spouse elect one third of the augmented estate with a $75,000 supplemental floor, plus a $22,500 homestead allowance and up to $15,000 of exempt property. A plan that ignores this invites litigation rather than avoiding the claim.

Is a handwritten will valid in Utah?

Yes, within limits. Utah Code 75-2-502 recognizes a holographic will, valid whether or not witnessed, if the signature and material portions are in the testator’s own handwriting. It rescues some homemade documents but invites handwriting and intent disputes that a properly executed will avoids.

Should I use an estate planning lawyer in Salt Lake City or can I do this online?

An online form can produce a will that satisfies Utah Code 75-2-502. What it cannot do is review how your Salt Lake County property is titled, catch a retirement account still naming a former spouse, or record the deed that keeps your house out of probate. For a renter with modest assets an online will is defensible. For a homeowner it is usually the most expensive document in the house.

Do you meet clients in Salt Lake City?

Offices are in Lindon and West Jordan, both a short drive from Salt Lake City, and much of the design and review work can be handled by phone or video. The signing meeting is in person because Utah’s witness and notary requirements call for it.

Ready to get your plan in place? A will-based plan is $1,500 and a trust-based plan is $3,500, quoted flat before any drafting and adjusted only for genuine complexity.

Call or text (801) 613-1472, or reach out through the contact page. Offices in Lindon and West Jordan, serving Salt Lake City and the surrounding area.

Written by Jeremy Eveland, a Utah attorney practicing business law, real estate law, estate planning, and probate, with offices in Lindon and West Jordan.

This article is general information about Utah law and is not legal advice. Reading it does not create an attorney-client relationship. Fees quoted describe this office only. Statutes, dollar thresholds, and county office details change, so confirm anything you intend to rely on. Consult a licensed attorney about your situation.

Business Lawyer West Jordan Utah

Business Lawyer West Jordan Utah

Business Lawyer West Jordan Utah

Last Updated: June 11, 2026

The Benefits of Hiring a Business Lawyer in West Jordan, Utah

Hiring a business lawyer in West Jordan, Utah can be a great asset to any business. A business lawyer can provide invaluable advice and guidance on a variety of legal matters, from contract negotiations to dispute resolution. Here are some of the benefits of hiring a business lawyer in West Jordan, Utah:

1. Expertise: Business lawyers in West Jordan, Utah have a deep understanding of the laws and regulations that govern businesses in the state. They can provide advice on how to comply with the law and protect your business from potential legal issues.

2. Negotiation: Business lawyers in West Jordan, Utah are experienced negotiators. They can help you negotiate contracts, leases, and other agreements with vendors, customers, and other parties.

3. Dispute Resolution: Business lawyers in West Jordan, Utah can help you resolve disputes with customers, vendors, and other parties. They can provide advice on how to handle the situation and represent you in court if necessary.

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4. Tax Advice: Business lawyers in West Jordan, Utah can provide advice on how to minimize your tax liability and maximize your profits. They can also help you understand the tax implications of certain business decisions.

5. Business Formation: Business lawyers in West Jordan, Utah can help you form a business entity, such as a corporation or limited liability company. They can also provide advice on how to structure the business to maximize its potential.

Hiring a business lawyer in West Jordan, Utah can be a great asset to any business. A business lawyer can provide invaluable advice and guidance on a variety of legal matters, from contract negotiations to dispute resolution. With their expertise and experience, business lawyers in West Jordan, Utah can help you protect your business and maximize its potential.

Understanding the Different Areas of Business Law

Business law in West Jordan, Utah is a complex and ever-evolving field of law. It encompasses a wide range of legal topics, including contracts, torts, business organizations, and intellectual property. Understanding the different types of business law is essential for any business operating in West Jordan, Utah.

Contract Law: Contract law is the foundation of business law in West Jordan, Utah. It governs the formation, performance, and enforcement of contracts between two or more parties. Contract law is essential for businesses to protect their interests and ensure that their agreements are legally binding.

Tort Law: Tort law is a branch of civil law that deals with wrongs committed against individuals or businesses. It provides a legal remedy for those who have suffered harm due to the negligence or intentional acts of another. In West Jordan, Utah, tort law is used to protect businesses from liability for damages caused by their products or services.

Business Organizations: Business organizations are legal entities that are created to conduct business activities. In West Jordan, Utah, there are several types of business organizations, including corporations, limited liability companies, partnerships, and sole proprietorships. Each type of business organization has its own set of rules and regulations that must be followed.

Intellectual Property Law: Intellectual property law is a branch of law that deals with the protection of creative works, such as inventions, designs, and trademarks. In West Jordan, Utah, intellectual property law is used to protect businesses from the unauthorized use of their intellectual property.

These are just a few of the different types of business law in West Jordan, Utah. It is important for businesses to understand the different types of business law and how they apply to their operations. By doing so, businesses can ensure that their activities are conducted in accordance with the law and that their interests are protected.

How to Choose the Right Business Lawyer in West Jordan

When you run a business, it is important to have the right legal advice and representation. A business lawyer can help you navigate the complexities of business law and ensure that your business is compliant with all applicable laws. If you are in West Jordan, Utah, and are looking for a business lawyer, there are a few key factors to consider.

First, you should consider the lawyer’s experience and expertise. Make sure that the lawyer you choose has experience in the specific area of business law that you need help with. Ask for references and check their credentials to ensure that they are qualified to handle your case.

Second, you should consider the lawyer’s fees. Different lawyers charge different rates, so it is important to find one that fits within your budget. Ask for a fee schedule and make sure that you understand all of the costs associated with the lawyer’s services.

Third, you should consider the lawyer’s availability. Make sure that the lawyer you choose is available to meet with you when you need them. Ask about their availability and make sure that they are willing to work with your schedule.

Finally, you should consider the lawyer’s reputation. Ask around to see what other people have to say about the lawyer. Check online reviews and ask for references to get an idea of the lawyer’s reputation.

By considering these factors, you can find the right business lawyer for your needs in West Jordan, Utah. With the right lawyer, you can ensure that your business is compliant with all applicable laws and that you have the legal advice and representation you need.

Common Mistakes to Avoid When Working With a Business Lawyer

When working with a business lawyer, it is important to be clear about your goals and objectives. Make sure to provide your lawyer with a detailed description of your business and the legal issues you are facing. This will help your lawyer to better understand your needs and provide you with the best advice.

2. Not Being Prepared: Before meeting with your lawyer, make sure to have all the necessary documents and information ready. This includes any contracts, financial statements, and other relevant documents. Having this information ready will help your lawyer to provide you with the best advice and help you to avoid any unnecessary delays.

3. Not Understanding the Legal Process: It is important to understand the legal process and the different steps involved. Make sure to ask your lawyer questions and to understand the process before making any decisions.

4. Not Following Your Lawyer’s Advice: Your lawyer is there to provide you with the best advice and guidance. Make sure to follow their advice and to take their advice seriously. Ignoring your lawyer’s advice can lead to costly mistakes and delays.

5. Not Being Open and Honest: When working with a business lawyer, it is important to be open and honest. Make sure to provide your lawyer with all the necessary information and to be truthful about any facts or circumstances. This will help your lawyer to provide you with the best advice and help you to avoid any potential legal issues.

The Advantages of Working With a Local Business Lawyer

A local business lawyer in West Jordan, Utah can provide a number of advantages for business owners. A local lawyer is familiar with the laws and regulations that apply to businesses in the area, and can provide valuable advice and guidance on how to best comply with them. Additionally, a local lawyer can provide personalized service and attention to the specific needs of the business.

One of the primary advantages of working with a local business lawyer is that they are familiar with the local laws and regulations that apply to businesses in the area. This can be especially beneficial for businesses that are just starting out, as they may not be aware of all the legal requirements that must be met. A local lawyer can provide advice on how to best comply with the applicable laws and regulations, and can help ensure that the business is operating in compliance with them.

Another advantage of working with a local business lawyer is that they can provide personalized service and attention to the specific needs of the business. A local lawyer can provide advice on how to structure the business, how to protect the business’s assets, and how to handle any legal issues that may arise. Additionally, a local lawyer can provide assistance with contract negotiations, dispute resolution, and other legal matters.

Finally, working with a local business lawyer can provide peace of mind. A local lawyer is familiar with the local court system and can provide guidance on how to best navigate it. Additionally, a local lawyer can provide advice on how to protect the business’s interests in the event of a dispute or lawsuit.

Overall, working with a local business lawyer in West Jordan, Utah can provide a number of advantages for business owners. A local lawyer is familiar with the laws and regulations that apply to businesses in the area, and can provide valuable advice and guidance on how to best comply with them. Additionally, a local lawyer can provide personalized service and attention to the specific needs of the business, as well as assistance with contract negotiations, dispute resolution, and other legal matters. Finally, working with a local lawyer can provide peace of mind, as they are familiar with the local court system and can provide guidance on how to best navigate it.

Nearby: business lawyer in South Jordan, business lawyer in South Salt Lake, business lawyer in Taylorsville. For statewide help, see Utah business lawyer and what a Utah business lawyer costs.

Business Lawyer West Jordan Utah Consultation

To talk through a business law matter in West Jordan with Jeremy Eveland, get in touch through the contact page or call (801) 613-1472. Consultations are handled statewide.

When you need legal help from a Business Lawyer West Jordan Utah, call Jeremy D. Eveland, MBA, JD (801) 613-1472 for a consultation.

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

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Business Lawyer West Jordan Utah


This guide covers Business Lawyer West Jordan Utah and what you need to know.

West Jordan, Utah — Background

From Wikipedia, the free encyclopedia
 
 
West Jordan, Utah
City
City of West Jordan
West Jordan City Hall

West Jordan City Hall
Location in Salt Lake County and the state of Utah

Location in Salt Lake County and the state of Utah
Coordinates: 40°36′23″N 111°58′34″WCoordinates: 40°36′23″N 111°58′34″W
Country United States
State Utah
County Salt Lake
Settled 1848
Incorporated 1941
Named for Jordan River
Government

 
 • Mayor Dirk Burton [1]
Area

[2]
 • Total 32.33 sq mi (83.73 km2)
 • Land 32.33 sq mi (83.73 km2)
 • Water 0.00 sq mi (0.00 km2)
Elevation

 
 4,373 ft (1,333 m)
Population

 (2020)
 • Total 116,961
 • Density 3,617.72/sq mi (1,396.88/km2)
Time zone UTC−7 (Mountain (MST))
 • Summer (DST) UTC−6 (MDT)
ZIP codes
84081, 84084, 84088
Area code(s) 385, 801
FIPS code 49-82950[3]
GNIS feature ID 1434086[4]
Website www.westjordan.utah.gov

West Jordan is a city in Salt Lake County, Utah, United States. It is a suburb of Salt Lake City and has a mixed economy. According to the 2020 Census, the city had a population of 116,961,[5] placing it as the third most populous in the state.[6] The city occupies the southwest end of the Salt Lake Valley at an elevation of 4,330 feet (1,320 m). Named after the nearby Jordan River, the limits of the city begin on the river’s western bank and end in the eastern foothills of the Oquirrh Mountains, where Kennecott Copper Mine, the world’s largest man-made excavation, is located.

Settled in the mid-19th century, the city has developed into its own regional center. As of 2012, the city has four major retail centers; with Jordan Landing being one of the largest mixed-use planned developments in the Intermountain West.[7] Companies headquartered in West Jordan include Mountain America Credit Union, Lynco Sales & Service, SME Steel, and Cyprus Credit Union. The city has one major hospital, Jordan Valley Medical Center, and a campus of Salt Lake Community College.

City landmarks include Gardner Village, established in 1850, and South Valley Regional Airport, formerly known as “Salt Lake Airport #2”. The airport serves general aviation operations as well as a base for the 211th Aviation Regiment of the Utah Army National Guard flying Apache and Black Hawk helicopters.

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West Jordan, Utah

West Valley City, Utah

The Advantages of Working with a Local Business Lawyer in West Jordan, Utah

Common Mistakes to Avoid When Working with a Business Lawyer in West Jordan, Utah

How to Choose the Right Business Lawyer for Your Needs in West Jordan, Utah

Understanding the Different Types of Business Law in West Jordan, Utah

The Benefits of Hiring a Business Lawyer in West Jordan, Utah

Talk to a West Jordan Business Lawyer

If you need a business lawyer in West Jordan, Utah, Jeremy Eveland handles business formation, contracts, corporate governance, succession planning and business disputes for Utah owners. The office is at 8833 S Redwood Rd # A, West Jordan, UT 84088. Call (801) 613-1472 or use the contact page to arrange a consultation.

Related pages: Estate Planning Lawyer West Jordan · Probate Law West Jordan