The Best Way to Avoid Probate In Utah

Probate is the court process for wrapping up a person's financial affairs and transferring his or her property to heirs, either under a Will or without a Will.
 
Probate can be avoided in many ways, most of which are simply bad ideas. (See "Four bad ways to avoid probate"). Do-it-yourself probate avoidance often creates more problems than it solves. Be careful.
 
The best way for Utah families to avoid probate is through creation of a Utah "revocable trust," also called a "living trust."  This arrangement, a trust agreement, has powerful advantages for:
 
    • preserving assets for the surviving spouse
    • creating detailed instructions for transfer of assets to
       the next generation
    • providing safe management of assets which preserves
       the inheritance of irresponsible heirs.                          
    • gives protection and help if a Trustor (creator of the Trust) or
       a beneficiary becomes incompetent (unable to manage his or
       her own affairs)
    • allows privacy in the management of personal assets
    • avoids the need to file probate
 
In the last 31 years, attorneys at Helgesen, Waterfall and Jones have created hundreds of revocable trusts for our clients. We know how to help you!
 
You can contact and meet with Jack Helgesen, our Estate Planning partner, for a free estate planning consultation at either of our offices:
 
Call us today. We know how to avoid Utah probate.

Helgesen, Houtz & Jones $$(801) 544-5306