Resources - Advanced Planning

The Living and Legacy Documents

Basic Estate Plan Diagram

Estate Planning Questionnaires

Married with Minor Children

Married with Children, No Minors

Single with Minor Children

Single with Children, No Minors

Single with No Children

Utah Domestic Asset Protections Trust

Medicaid Planning

Insurance Policies and Non-Qualified Annuities

Licensed Vehicles - cars, trailers, RVs, motor homes, etc.

Personal Property jewelry, guns, collections, etc.