Estate Planning Lawyers for Salt Lake City, Utah

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Meet some of our Salt Lake City Estate Planning Lawyers

Samuel R. - Estate Planning Lawyer in Salt Lake City, Utah
View Samuel
5.0 (63)
Member Since:
October 2, 2021

Samuel R.

Attorney
Free Consultation
Phoenix - Arizona
7 Yrs Experience
Licensed in UT AZ, PA
Widener University Delaware Law School

My career interests are to practice Transactional Corporate Law, including Business Start Up, as well as Real Estate Law, Estate Planning Law, and Intellectual Property Law. I am currently licensed in Arizona, Pennsylvania and Utah, after having moved to Phoenix from Philadelphia in September 2019. I currently serve as General Counsel for a bioengineering company. I handle everything from their Business Transactional Agreements, Private Placement Memorandums, and Corporate Structures to Intellectual Property Assignments, to Employment Law and Beach of Contract settlements. Responsibilities include writing and executing agreements, drafting court pleadings, court appearances, mergers and acquisitions, transactional documents, managing expert specialized legal counsel, legal research and anticipating unique legal issues that could impact the Company. Conducted an acquisition of an entire line of intellectual property from a competitor. In regards to other clients, I am primarily focused on transactional law for clients in a variety of industries including, but not limited to, real estate investment, property management, and e-commerce. Work is primarily centered around entity formation and corporate structure, corporate governance agreements, PPMs, opportunity zone tax incentives, and all kinds of business to business agreements. I have also recently gained experience with Estate Planning law, drafting numerous Estate Planning documents for people such as Wills, Powers of Attorney, Healthcare Directives, and Trusts. I was selected to the Super Lawyers Southwest Rising Stars list for 2024 - 2026. Each year no more than 2.5% of the attorneys in Arizona and New Mexico are selected to the Rising Stars. I am looking to further gain legal experience in these fields of law as well as expand my legal experience assisting business start ups, and also trademark registration and licensing.

Recent  ContractsCounsel Client  Review:
5.0

"Thanks Samuel for your thorough review of my materials. I'm incredibly impressed by your prompt turnaround in drafting my letter. The letter captured the facts perfectly and struck exactly the right tone."

Zachary D. - Estate Planning Lawyer in Salt Lake City, Utah
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5.0 (1)
Member Since:
July 26, 2023

Zachary D.

Business Lawyer
Free Consultation
Holladay, UT
17 Yrs Experience
Licensed in UT CT, ID, MT, WY
The George Washington University Law School

Helping small business owners meet their legal needs.

Recent  ContractsCounsel Client  Review:
5.0

"Zachary was great to work with. Highly recommend for estate planning. Thanks so much!"

Tiffany O. - Estate Planning Lawyer in Salt Lake City, Utah
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5.0 (7)
Member Since:
January 3, 2024

Tiffany O.

Attorney
Free Consultation
Washington, Utah
10 Yrs Experience
Licensed in UT NM
J. Reuben Clark Law School

Tiffany received her Juris Doctorate from the J. Reuben Clark Law School, Magna Cum Laude. She is admitted to the Utah State Bar and the New Mexico State Bar. She practices in the areas of real estate, general business, business formation, employment agreements, and civil litigation.

Recent  ContractsCounsel Client  Review:
5.0

"Overall great experience, Tiffany was very easy to work with even though we are in different time zones."

Jared S. - Estate Planning Lawyer in Salt Lake City, Utah
View Jared
5.0 (1)
Member Since:
October 8, 2024

Jared S.

Attorney
Free Consultation
Utah
20 Yrs Experience
Licensed in UT ID
Gonzaga School of Law

I am a business-focused attorney. My practice covers all aspects of business law - from entity formation and contracts to real estate transactions and employment matters. I review, negotiation, draft and analyze contracts including: business asset purchase agreements, non-disclosure/confidentiality agreements, commercial leases, cease-desist letters, payment demand letters, construction contracts, consulting agreements and many more. I also guide clients through estate planning to protect both their business and personal interests.

Jared F. - Estate Planning Lawyer in Salt Lake City, Utah
View Jared
4.8 (10)
Member Since:
March 4, 2024

Jared F.

Managing Attorney
Free Consultation
Salt Lake City, UT
22 Yrs Experience
Licensed in UT NV
Harvard Law School

Jared Fields is an experienced business lawyer and litigator with experience in diverse industries and practice areas. Prior to launching his own practice, he served as the chief legal officer for a group of privately-owned companies, including a real estate development group, construction companies, multiple franchisees, and a professional soccer team. As a result, he is experienced in real estate transactions, commercial agreements of varying degrees of sophistication, employment matters, and litigation, as well as general business legal advice. He was also an in-house attorney for a renewable energy company, where he was responsible for litigation, investigations, enforcement actions, and related securities filing disclosures. Mr. Fields also spent many years as a litigator in private practice, representing clients in matters ranging from securities litigation, to breach of contract, to cases involving real estate and financial services. Mr. Fields has particular experience in legal matters that may involve complex financial, accounting, valuation, and other quantitative issues.

Recent  ContractsCounsel Client  Review:
5.0

"It has been such a refreshing experience working with Jared. Highly Recommended!"

Simon C. - Estate Planning Lawyer in Salt Lake City, Utah
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Member Since:
August 5, 2021

Simon C.

Corporate Attorney
Free Consultation
Utah
22 Yrs Experience
Licensed in UT
Brigham Young University Law School

Corporate counsel with years of in-house experience working with and reporting to board / executive-level and upper management, along with extensive regional / national law firm background in commercial transactions and contracts, complex commercial litigation, and employment matters. Skilled at executing corporate priorities, driving profitability by implementing goal-oriented processes to achieve revenue and productivity targets, and managing company litigation and outside counsel. Recognized for creating policies and practices to address ethical dilemmas and resolving misconduct.

Matt M. - Estate Planning Lawyer in Salt Lake City, Utah
View Matt
Member Since:
August 16, 2022

Matt M.

Attorney
Free Consultation
Orem, Utah
19 Yrs Experience
Licensed in UT
Washington & Lee University

I love to learn, and I love solving problems. That's why I became a lawyer, and learned to solve legal problems for individuals and businesses and help them fix things when there's a snag. Touch base if you think I could have something to offer for you or your company. Experienced, results-oriented legal professional whose background and education have established him as a valuable resource in areas of corporate law, franchising, litigation, compliance, mortgages and banking, and more. Practice Areas Include: Corporate law, Franchising, Litigation, real estate, corporate law, civil disputes, insurance representation, corporate counseling, dispute resolution, risk management, regulatory counsel, compliance. Experience involves sophisticated as well as routine corporate structuring and transactions, simple and complex litigation, and written and oral advocacy such as depositions, mediated settlement conferences, trials, appeals, written pleadings and discovery, and case strategy and analysis. Experience managing and litigating disputes between parties and negotiating settlements across the spectrum of civil litigation, including probative discovery, successful motions practice, legal research and writing, appellate practice, and legal consultation to individuals and business entities. Further experience includes digesting and monitoring updates to the legal landscape to advise clients or departments and successfully adapt policies and procedures to assure compliance with applicable laws and regulations as well as to manage risk effectively. For those needing a skilled commercial or corporate lawyer, or for individuals whose rights need persuasive advocacy, I am a valuable resource. Representative work also has involved success on the appellate level, as in Baker Construction Company, Inc. v. City of Burlington and Hawthorne, LLC, North Carolina COA09-13.

Darren W. - Estate Planning Lawyer in Salt Lake City, Utah
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Member Since:
November 5, 2023

Darren W.

Attorney
Free Consultation
South Jordan, Utah
22 Yrs Experience
Licensed in UT AZ, CO, WY
J. Reuben Clark, BYU

My main focus is estate planning and business transactions, but I have had many practice areas throughout my career, including criminal defense and prosecution, civil litigation from neighborhood squabbles to corporate contentions. I have also worked in bankruptcy, family law, collections, employment law, and personal injury. I stand ready to assist in any area to which I feel I can be of service, but will not try to fake it if I do not know the area of law I am being asked to serve in.

Alexander C. - Estate Planning Lawyer in Salt Lake City, Utah
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Member Since:
August 23, 2025

Alexander C.

CEO
Free Consultation
Tampa, Florida
6 Yrs Experience
Licensed in UT DC, NY, OR, SD
The George Washington University Law School

I am a solo practitioner that runs my own legal practice. I am currently licensed in 16 states and I'm working to expand that reach.

Bryan F. - Estate Planning Lawyer in Salt Lake City, Utah
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Member Since:
October 21, 2025

Bryan F.

Partner
Salt Lake City, Utah
26 Yrs Experience
Licensed in UT
J. Reuben Clark Law School, Brigham Young University

Business and Transaction focused attorney with 25+ years of experience in matters ranging from real estate and land use, energy and oil & gas, business acquisitions, mergers & acquisitions, contracts and capital financing.

Richard M. - Estate Planning Lawyer in Salt Lake City, Utah
View Richard
Member Since:
June 18, 2026

Richard M.

Principal Attorney
Free Consultation
Salt Lake City, UT
20 Yrs Experience
Licensed in UT
Drake University Law School

Richard "Rick" Mortensen has practiced law continuously in Utah since 2006. For most of that time, he worked in-house, including stints at two international mining companies, two direct selling/MLM companies, a large ecommerce retailer, and an accounting/fintech firm. He also has extensive litigation experience, having represented plaintiffs and defendants in every stage of litigation, including jury trials and appeals. His current role is as a fractional general counsel for businesses of all sizes.

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Angelica M. - Estate Planning Lawyer in Salt Lake City, Utah
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5.0 (8)
Member Since:
June 13, 2022

Angelica M.

Managing Attorney
Free Consultation
North Carolina
11 Yrs Experience
Licensed in NC
North Carolina Central University School of Law

Angelica McDonald, Esq. has singlehandedly established an in-demand law firm, won several accolades for her incredible work in her community and has her sights set on building a bi-coastal law practice that serves clients from her hometown to Hollywood. She is putting her city of Raeford, North Carolina on the map as the birthplace of the next legal superstar. And she is just at the onset of her career. An astute attorney, Angelica is sought after for her razor-sharp business acumen and her relentless litigation style. With a diverse background in entertainment, media and sports law, as well as business, she represents entrepreneurs and athletes on everything from complex contract negotiation to intellectual property matters, ensuring anything they’ve built is protected.

Recent  ContractsCounsel Client  Review:
5.0

"Angelica was easy to work with and so patient with all of my questions. I would definitely hire her again."

Estate Planning Legal Questions and Answers

Estate Planning

Durable Power of Attorney for Finances

Kentucky

Asked on Sep 28, 2025

Who do I get for power of attorney

I need questions answered my husband just passed so do I need to get a power of attorney while I m at my right mind

Randy M.

Answered Sep 29, 2025

A power of attorney (POA) is only effective while the person who created it (the “principal”) is alive. Once the principal dies, the POA automatically ends. That means you cannot use your husband’s POA now that he has passed, and any authority you may have had under a POA he gave you is no longer valid. The law is uniform on this point across all U.S. states. After death, the legal authority to handle someone’s affairs shifts to the executor named in their will or, if no will exists, to an administrator appointed by the probate court. As the surviving spouse, you typically have priority to be appointed as administrator if your husband left no will. This is the process by which debts, taxes, and distributions of property are handled. Why You Should Still Consider a Power of Attorney Although you don’t need a POA for your husband, you may want to create one for yourself while you’re mentally capable. This is an important part of estate planning and ensures that if you ever become incapacitated, someone you trust can step in seamlessly. There are two key types of POA most people establish: 1. Durable Financial Power of Attorney: Authorizes your agent (sometimes called attorney-in-fact) to manage financial matters—paying bills, handling banking, managing property—if you can’t. It’s “durable” because it remains valid even if you lose capacity. 2. Healthcare Power of Attorney (or Healthcare Proxy): Authorizes your agent to make medical decisions if you’re unable to speak for yourself. Most people also prepare a living will/advance directive alongside a healthcare POA. This document sets out your specific wishes for end-of-life treatment so your agent isn’t left guessing. Choosing the Right Agent The choice of agent is vital. This person will hold significant authority, and you should only appoint someone you trust completely. Common choices include an adult child, a close family member, or a trusted friend. In more complex cases, some people name a professional fiduciary or financial institution. When deciding, weigh these factors: • Trustworthiness and integrity: They’ll be in a position to make decisions that directly affect your finances or health. • Financial responsibility: Especially relevant if they’ll be handling your money. • Willingness and availability: Make sure the person accepts the responsibility in advance. • Location: It’s not a strict requirement, but someone nearby can often act more quickly when urgent matters arise. It’s also wise to name a successor agent in case your first choice is unable or unwilling to serve. Immediate Steps After Losing a Spouse Separate from your own planning, you’ll likely need to address your husband’s estate. If he had a will, the executor named there should take the lead. If there’s no will, you can apply to probate court to be appointed administrator. Alongside that, you may need to update your own estate planning documents, review and change beneficiary designations, and notify Social Security, banks, and insurance companies. An estate attorney can guide you through both the probate process and setting up your own documents. The attorneys here on Contracts Counsel would be happy to assist you.

Read 1 attorney answer>

Estate Planning

Will

Washington

Asked on Dec 11, 2023

I want to leave my house to my grandson but give my daughter the right to live there as long as she lives. What kind of wording is needed in my will in WA State?

I want to leave my house to my grandson but allow his mom (my daughter) to live there through the end of her life. How do I word this in my will? The three of us have always lived together; my wife died recently.

Matthew S.

Answered Dec 16, 2023

You would leave the house to your grandson while granting your daughter a life estate in the property.

Read 1 attorney answer>

Estate Planning

Power of Attorney

Michigan

Asked on Sep 7, 2021

How can wife get power attorney from sibling for mother?

My wife is trying to get power of attorney for her mom from her sister that only wants her money and now we have her mom and her sister is keeping her I’d and birth certificate so she has no control of her money gave her a bank card with no pin and no I’d so she can’t go to the bank and get her money

George B.

Answered Sep 8, 2021

Generally, if a person is competent, he or she can revoke a power of attorney at any time and execute a new one in favor of someone else. Every individual/business that is aware of the previous power of attorney will need to be notified that it has been revoked and given the updated power of attorney. However, if a person has any conditions that may be impairing mental functions, it may be necessary to petition the court for guardianship/conservatorship. Both of these scenarios can get complicated incredibly fast, and you should consult with a lawyer in either situation.

Read 1 attorney answer>

Estate Planning

Power of Attorney

Illinois

Asked on Mar 25, 2022

I am my brother's payee I am planning on moving another state my brother has had two aneurysms do I need power of attorney to move him to another state

My mom just died in 2020 February she was controlling the household I was living in Wisconsin when my mother died I was the only son capable taking care of things financially and mentally my oldest brother have had two aneurysms when my mom died I had to take care of my oldest brother and my youngest brother which he died the same day as my mom and my dad since then my oldest brother has lost his eyesight and he can't remember a lot of things I just want to know I am new to this do I need power of attorney to move my brother to another state

T. Phillip B.

Answered Mar 25, 2022

You don't necessarily need a POA to move him to another state if he is agreeing to move. But at some point you'll need a POA (if he has the capacity to sign one) or to become his guardian.

Read 1 attorney answer>

Estate Planning

Last Will and Testament

Georgia

Asked on Jun 2, 2026

I had an Alabama elder care lawyer create my POA, will, etc. Now I am living permanently in Ga. Is my paperwork still good or do I need to get it reviewed and updated in Ga.

widowed and living alone

Allen L.

Answered Jun 5, 2026

The short answer is: your Alabama documents are most likely still legally valid in Georgia, but a Georgia attorney review is strongly recommended — especially given your situation living alone and widowed. Here is the breakdown: Will Georgia recognizes a will validly executed in another state as long as it was properly signed and witnessed under that state's law at the time it was made. Alabama and Georgia both require two witnesses, so your will should be fine. That said, if your Alabama will names your spouse or references Alabama-specific assets, accounts, or property that has since changed, it absolutely needs updating for that reason alone. Power of Attorney Georgia adopted the Uniform Power of Attorney Act in 2017. Georgia will generally honor a POA validly created in another state. However, Georgia has specific statutory language that banks, hospitals, and other institutions are accustomed to seeing. If your Alabama POA does not track Georgia's statutory form, some institutions may resist honoring it or ask for additional paperwork, which can cause serious delays in a crisis. Having a Georgia-compliant POA dramatically reduces that friction. Healthcare Directive / Advance Directive This is the most important one to update. Georgia has its own Advance Directive for Health Care form that combines a living will and healthcare proxy. Georgia medical providers are trained on this specific form. An Alabama healthcare directive may be legally valid here, but you may encounter real-world resistance from hospitals and doctors who are not familiar with it. A Georgia-specific advance directive is highly advisable. Practical Concerns Given Your Situation Living alone and widowed means your agent under your POA and your healthcare proxy are your first and only lines of protection if something happens. You want zero friction when those documents need to be used. This is not the situation to test whether an out-of-state document will be accepted in a moment of urgency. You should also confirm that whoever you have named as your agent, executor, and healthcare proxy is still the right person, still willing, and still able to serve. Bottom Line Your documents are not void, but getting them reviewed and updated for Georgia is genuinely worth the time and cost. At a minimum, a new Georgia Advance Directive for Health Care and a Georgia-compliant Durable POA should be strongly considered. While you are at it, confirm your beneficiary designations on any life insurance, IRAs, and bank accounts, as those pass outside your will regardless. Next Step The easiest way to get this handled is to open a project on ContractsCounsel at www.contractscounsel.com. You can post your document review and drafting project there, receive competitive flat-fee bids from Georgia-licensed attorneys who handle exactly this type of elder law work, and get everything updated without having to search for a lawyer on your own. It is a straightforward process and puts you in control of the cost upfront. Given your situation, this is one of those things that is well worth getting done sooner rather than later.

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