LegacyGuard Legal
Family-First, Simplified Estate Planning in Utah.
Transparent. Convenient. Simplified. Flat-rate pricing.
Personalized estate planning for everyday families like yours by experienced attorneys.
Estate Planning: Personalized and Simplified
Estate planning is the process of preserving and protecting your family’s assets and ensuring they pass on to the people you determine, in the way best for you and for them. Legacy planning brings peace of mind, knowing that your family is protected in the way you determine is best. We make it simple. No legalese and understandable discussions about what each document in your plan does. Relationships, not transactions.
Who We Are
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Our services help protect your family while providing peace of mind. We do this through simple, understandable, flat-fee estate planning performed by experienced and trustworthy attorneys. No surprises, no jargon, zero pressure. We establish generational relationships with our clients. You’re not just a transaction to us. This is where we stand apart from other law firms.
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Stewardship. Preparedness. Responsibility. Integrity. Family values are not just for Sundays; they are our core principles. It’s who we are and who we strive to be.
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We never sought out to have our own law firm. Being disappointed in how some others practiced law helped us see that it could be done better. Much better. And that practicing law doesn’t mean we had to leave our values at home. What began as an experiment to provide high quality estate planning services while honoring our values has blossomed and resonated with our clients.
What sets us apart isn’t just our process—it’s the intention behind it. We take the time to understand, explain, and simplify at every turn. And to treat you and your family’s legacy with the care and importance it deserves.
Our Estate Plans: Flat-Fee Pricing
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Will-based Plan
A Will is a legal document that goes into effect upon your death. It provides for the distribution of your property, names your heirs, appoints a guardian for your children, and names an executor/personal representative. A will is very effective at transferring your property, but does have some limitations.
Wills tend to be a bit less expensive than trusts to establish, but they usually require a probate proceeding, which can take a lot of time, effort, and money.
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Trust-based Plan
A Trust is a legal document that is effective as soon as you sign and fund it. Think of it like a legal bucket which owns property for you, but you still get to control, use, and enjoy the property. It performs all the basic functions of a will, but Trusts do it much better! A Trust can put conditions or terms on the distribution of your property, which may be helpful for family members who are minors, disabled, or have other concerns. Trusts require more effort to draft, but because property in a trust generally bypasses probate, it can save tens of thousands of dollars.
3 Steps & 3 Weeks to Protect Your Legacy
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Complimentary Consultation
Our experienced estate planning attorney will learn about you, your family, and your needs. We’ll discuss estate planning options in terms you’ll understand and fully explain all the options to accomplish your goals. We’ll then quote you a flat-fee price for your legacy plan which covers everything top to bottom- no surprises.
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Drafting & Review
Once we understand your goals, we’ll get to work drafting your estate planning documents. After we have draft versions, we’ll go over them with you to ensure complete accuracy. If we need to make adjustments, or if you change your mind about something, no problem. We’ll ensure the documents are exactly as you’d like them. No extra cost.
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Signing & Funding
After your estate planning documents are exactly as you’d like them, we’ll get together to sign, notarize, and compile your legacy plan into a small, understandable binder, complete with a description of what each document does and what they’re for. For trust-based plans, we’ll also ensure that your new trust is funded.
Estate Planning. Simplified.
At-home Convenience
Estate planning from the comfort of your couch or in-person at our office. No need to leave your home or office to meet with your attorney. Everything- from our initial consultation to signing- can be done online with our virtual meeting and signing software. Feel more comfortable visiting in person? We’re happy to visit with you at one of our many office locations.
21-Days-Start to Finish
Seriously, 21 days from our first consultation to signing the documents. Three weeks to secure your family’s legacy. Forget the days when it takes months just to meet with someone. We keep our schedule open and available to meet with you to get started, either in person or virtually via Zoom. Let us show you how we can craft a custom estate plan for your family in under a month.
Experienced Attorneys
Your estate planning documents are not drafted by paralegals or staff, but by our experienced, attorneys who focus their legal practice in estate planning. We have decades of experience helping families protect their legacy and plan for their future. We’ll walk you through everything with simple explanations and no jargon. And you have direct access to your attorney for any questions. No going through layers of staff to ask a question.
Our approach…
You wouldn’t go to an eye doctor if you need heart surgery. It’s the same principle in the law. Don’t trust just any attorney with the most important legacy decisions for your family.
We are a team of experienced, licensed Utah attorneys who focus their practice in estate planning. We have decades of experience. Our attorneys bring their extensive knowledge when drafting these important legal documents to protect your family’s legacy.
“LegacyGuard was great! My attorney walked me through every aspect of the estate planning process. It was simple and he answered all my questions. I now have peace of mind that our family is taken care of.”
— Kevin S., LegacyGuard Client