top of page
  • How will I be updated about my case?
    We'll keep you informed about your case through our client portal, MyCase. You can expect to receive updates via emails, texts, or portal messages. If you prefer to receive communication through another channel, please inform us promptly, as our default mode of communication is via the client portal.
  • How long will my case take?
    Planning your estate can take different amounts of time depending on your unique circumstances, but on average, it usually takes about 3-4 weeks.
  • Do I really need a lawyer?
    It really depends on the lawyer you choose! But don't worry, regardless of whether you decide to work with our firm or not, we want to help guide you in the right direction. We strongly suggest speaking with an attorney who specializes in Wills, Trusts, and Estates work to ensure your needs are properly addressed. If it turns out you don't actually need a lawyer, no problem! Most of us will be happy to tell you that too. Just keep in mind, Estate Planning can be a complicated field, so it's always a good idea to seek guidance from an expert.
  • Why can't I just use a service like LegalZoom or Rocket Lawyer?
    While online services may seem like a more affordable option, they often lack the personal touch that we believe is so important. At our office, we take the time to get to know our clients, their unique situations, and their goals. This allows us to create customized solutions that are tailored to their needs. When it comes to DIY (do-it-yourself) services, they may be able to provide forms, but they don't offer legal advice. This means that you may miss out on important information and customization options that could be critical to your situation. We're here to help you every step of the way!
  • What if I am not able to physically go to your office?
    If you're unable to come to us, no problem! We're more than happy to find a way to accommodate you in whatever way works best for you. We offer Zoom video meetings, which allow us to connect with you face-to-face from the comfort of your own home. If you prefer physical copies of documents, we can even send them directly to your house for signature. And in some cases, we can even arrange for a house-call! Whatever your needs may be, we're here to help make the process as easy and convenient for you as possible.
  • How can I start the process?
    We want to make it easy for you to schedule your initial appointment with us, so we offer several options! You can give us a call, shoot us an email, use our convenient online calendaring system, or even send us a text message - whatever works best for you! Just head over to our "Contact Us" page for more information and to get started. We can't wait to hear from you!
  • How do I schedule an appointment?
    You can schedule an appointment either by calling our office or using our online scheduler:
  • What are your fees?
    Depending on what your matter is, our fees can vary. It is best to speak with the attorney during your consultation to discuss the cost. We are happy to work with you and set up a payment plan if needed!
  • What type of payments do you accept?
    We've got you covered when it comes to payment options! Visa, Mastercard, AmEx, Discover*? Absolutely! Checks? Of course! eCheck? Yep! Monopoly money? We tried, but we keep getting sent to jail for some reason. *Just a heads up - if you use a card to pay your bill, there may be a 3% surcharge fee added. To help you avoid this fee, we suggest paying with a check or via eCheck. We want to make sure you're aware of all your options, so please don't hesitate to reach out if you have any questions or concerns.
  • How do I pay my bill?
    We offer multiple options for paying your bill. You can call our office to make a payment, mail us a check, or use our convenient online bill pay system. Whichever option you choose, we're here to help you with the process and answer any questions you may have.
  • Do you have payment plans?
    If paying the full amount upfront is difficult for you, don't worry! We offer payment plans that can be tailored to your budget. It's important to keep in mind that if a payment is missed and your account becomes past due, we will charge interest on the overdue amount each month. We understand that unexpected events can happen, so if you ever need to skip a payment, just let us know and we'll make sure to work out a solution together.
  • How can I receive my bill?
    We want to make sure you receive your invoice in the way that works best for you. We can send it to you through the client portal, via mail, or email - just let us know which option you prefer! Our goal is to make things as easy and convenient as possible for you, so if you have any other preferences or needs, please don't hesitate to share them with us.
  • Where can I mail my check?
    You can mail a check to us at the following address: 5965 South 900 East Suite 350 Murray, Utah 84121 Please include your invoice number on the memo line.
  • What is estate planning?
    Estate planning is all about taking control of your future and making sure that your loved ones are taken care of. It involves organizing and managing your assets and affairs during your lifetime and after your passing, so that your wishes are honored, your assets are distributed as you want them to be, and your family is provided for. By creating an estate plan, you can have peace of mind knowing that your legacy will be protected and your loved ones will be taken care of.
  • Why is estate planning so important?
    Estate planning is a smart and caring way to take control of your future and protect what matters most to you. It's an important tool that can help you minimize taxes, avoid unnecessary expenses, and safeguard your assets from creditors and lawsuits. More importantly, estate planning ensures that your loved ones are provided for and your wishes are honored. By putting an estate plan in place, you can have peace of mind knowing that you have a solid plan for the future.
  • Who needs estate planning?
    Estate planning is something that everyone can benefit from, no matter their age, financial situation, or health status. It's never too early or too late to start planning, because life can be unpredictable and unexpected events can happen at any time. By starting your estate plan now, you can ensure that you and your loved ones are prepared for whatever the future holds. So don't wait, start planning today!
  • What documents are in an estate plan?
    A comprehensive estate plan covers all the important aspects of your life, both during your lifetime and after you pass away. It includes several key documents like a Will, Trust, Financial Power of Attorney, Health Care Power of Attorney, and other assignments and deeds for your assets. These documents are designed to ensure that your wishes are honored, your assets are protected, and your loved ones are provided for. By creating a comprehensive estate plan, you can have peace of mind knowing that your affairs are in order and your legacy is secure.
  • What is the difference between a Will and a Trust?
    When it comes to estate planning, a Will and a Trust are two important tools that can help ensure your assets are distributed according to your wishes after you pass away. A Will is a legal document that spells out who gets what, and how your assets will be distributed. A Trust, on the other hand, is a legal entity that can hold assets for the benefit of designated beneficiaries. Trusts offer greater flexibility and control over the distribution of assets and can help avoid probate. By including both a Will and a Trust in your estate plan, you can have peace of mind knowing that your legacy is protected and your loved ones are taken care of.
  • What happens if I die without a will or an estate plan?
    If you pass away without a will or an estate plan, your assets will be distributed according to state law, which may not be in line with your wishes. This is what's called dying intestate, and it can make the distribution of assets more complicated and costly. By having an estate plan in place, you can ensure your wishes are followed and probate can be avoided.
  • How often should I review my estate plan?
    It's recommended to review your estate plan every few years to ensure that it's still relevant and up to date. It's important to keep your estate plan up to date to ensure that it accurately reflects your wishes and circumstances. That's why it's a good idea to review your plan regularly, especially after major life events like getting married, having children, or experiencing the loss of a loved one. By doing so, you can make sure that your plan is still aligned with your wishes and any changes in the law.
  • What are estate taxes and gift taxes? How will an estate plan affect those?
    Estate taxes are taxes imposed on the transfer of assets from a deceased individual's estate to their heirs or beneficiaries. These taxes are based on the total value of the estate and can be quite significant, depending on the size of the estate. Gift taxes, on the other hand, are taxes on transfers of property during the giver's lifetime. Gift taxes are imposed on the giver, not the recipient, and are meant to discourage people from giving away large sums of money to avoid estate taxes. An effective estate plan can help reduce the impact of these taxes by using strategies such as gifting, trusts, and other tax planning tools. By strategically gifting assets during their lifetime, individuals can lower the overall value of their estate, thereby reducing the potential estate tax liability. Additionally, trusts can help protect assets from both estate and gift taxes, while allowing individuals to maintain some level of control over how their assets are distributed. It's important to note that tax laws can change, so it's important to work with a knowledgeable estate planning professional who can help you navigate the complexities of estate and gift tax planning and keep your estate plan up to date.
Back to Top


bottom of page