Our Process
We Speak Human, Not “Legalese.”
The legal system is full of confusing words like executor, intestate, and fiduciary. At Wilson Law, we believe you should understand what you are signing. We strip away the jargon and explain your options in clear, simple language. We don’t just draft documents; we translate the law so you can make decisions with confidence.
How We Work Together
Utah Estate Planning — What’s Different Here
Estate planning is governed by a combination of federal law and state law. Utah has several features that affect how WLO designs plans for clients, and knowing them is part of what local focus makes possible.
- Utah has adopted the Uniform Probate Code, making probate more streamlined than many states — but probate still involves court oversight, public records, and real costs that a properly funded trust avoids entirely
- Utah recognizes Domestic Asset Protection Trusts (DAPTs), allowing residents to establish irrevocable trusts that provide creditor protection while still naming themselves as a beneficiary — a significant planning tool not available in every state
- Utah’s small estate threshold is $100,000, meaning estates with probate assets below that value may qualify for a simplified affidavit process rather than full court probate
- Utah uses a single Advance Healthcare Directive that combines the healthcare power of attorney and living will into one document, simplifying the process of putting your medical wishes in writing
- Utah courts have a statutory preference for limited guardianship — courts look for the least restrictive arrangement before granting full guardianship over a protected person
- Utah has no state estate or inheritance tax, which shapes how WLO approaches federal estate tax planning for clients near or above the federal exemption threshold
These details matter in practice. WLO’s exclusive focus on Utah estate planning means we know the local rules, the local courts, and the local landscape — and we bring that knowledge to every client’s plan.
