Revocable Living Trusts. This includes the preparation of non-tax saving joint or non-tax joint or separate trusts for married clients or trusts for unmarried clients. Simplified trusts are available as a low-cost, yet effective alternative for clients with smaller estates. Our living trust portfolio includes a pour-over will, property power of attorney, advance medical directive (living will), trust transfer documents, location lists and document finder, and funding instructions, all contained in our handsome "Estate Planning Portfolio". We also aid the trustors in transferring their assets to their trust through deeds, assignments, letters, and other transfer procedures. Our fees range from $800 to $2,500.

Wills. These range from simple wills for single or married clients, to wills that include testamentary trusts, name guardians for minors, include specific bequests for individuals and charities. Our fees range from $450 to $800 for wills.

Probate. Probate administration for deceased persons, minors and incapacitated persons. Assets owned by an individual in his or her name alone may be subject to probate proceedings. Similarly, assets left to a minor or owned by an incapacitated person may need to be held by a conservator under the direction of the probate court. Minor children without natural guardians need to have a guardian appointed for them by a probate judge.

Non-probate transfers. In Utah, most assets valued at less than $100,000 may be transferred to successors of the decedent without the necessity of probate. In addition, assets with beneficiary designations, "pay on death" beneficiaries, or in joint tenancy with right of survivorship normally pass to the beneficiaries or surviving joint tenants without probate.

Family Limited Partnerships and Family Limited Liability Companies. These are entities that can be created to hold and administer assets for the family. They provide asset protection and can reduce estate and gift taxes due to discounting.

Irrevocable Life Insurance Trusts. These are trusts which hold individual or "second to die" life insurance policies and which can provide asset protection and also prevent the policies from being subject to estate taxes.

Charitable Remainder Trusts. These are trusts into which assets are irrevocably set aside for transfer to charities of the trustors’ choosing upon the death of the trustors, but which regularly pay out income to the trustors throughout their lifetimes.