Estate planning · Bountiful, Utah
Protect your family's future.
Wills, trusts and probate for families in Bountiful and across Davis County. Flat fees, unhurried meetings, and an attorney who walks you through every step, so you know what each document does and exactly what you're signing.
- Flat-fee plans, quoted up front
- Serving Davis County families since 2004
- Free plan check-ins every year
Where would you like to start?
Two kinds of families come to us
Planning ahead
I want to protect my family
Put a clear plan in place now so the people you love aren't left guessing later.
- Wills and living trusts
- Guardians for young children
- Health care and financial powers of attorney
After a loss
A loved one recently passed
We'll walk you through what happens next, one step at a time, and handle the court for you.
- Probate and trust administration
- Transferring homes and accounts
- Answers to "what do I do first?"
How it works
How estate planning works in 3 steps
Most families finish in about a month. At every step you'll know what's happening, what comes next and why.
A free conversation
We learn about your family, your property and what matters most to you.
60 minutes · freeYour plan, explained
We draft your documents and explain what each one does and how it protects your family.
About 2 weeks laterSign and fund your trust
You sign only after every question is answered. Then we help move your home and accounts into the trust.
One final meetingWhat we do
Careful planning for every stage of life
Wills
Name who receives what, and who cares for your children.
Living trusts
Help your family avoid probate court and keep your affairs private.
Powers of attorney
Choose who makes financial and health decisions if you can't.
Probate & trust administration
Guidance for executors and trustees after a death.
Elder law & Medicaid
Plan for long-term care while protecting what you've saved.
Tax planning
Strategies for larger estates, family businesses and farmland.
Flat-fee plans
One price, agreed before we begin
No hourly billing for planning. Your fee covers every meeting, phone call and revision.
Essential
Will-based plan
$1,450 individual
$1,950 for couples
- Last will and testament
- Financial power of attorney
- Health care directive
Most families
Trust-based plan
$2,900 individual
$3,400 for couples
- Revocable living trust
- Pour-over will
- Powers of attorney and directives
- Help funding your trust
After a loss
Probate & administration
from $3,500
Quoted after a free review
- Court filings and hearings
- Notices to creditors and heirs
- Final distribution
Free workshop
Wills vs. trusts in Utah: what your family actually needs
A relaxed, one-hour talk with Q&A. Bring your questions; no sales pitch.
Enter your name and email, then choose a date. Seats are limited to 20.
The free estate planning checklist
Twelve questions to answer and documents to gather before you meet with any attorney.
Meet your attorney
James Whitmore
Founding attorney
"No one should sign a document they don't understand. My job is to make sure you know what every page does and what happens next."
James started the firm after helping his own parents through a probate that a simple trust would have avoided. He meets with every client personally and makes sure they understand each decision before anything is signed.
He lives in Bountiful with his family and teaches the firm's free workshops himself.
Client reviews
In our clients' words
★★★★★
"James explained our trust so clearly that my husband finally stopped putting it off."
Linda S. · Centerville★★★★★
"After Dad passed, they handled the probate and checked in with us every week."
Mark H. · Bountiful★★★★★
"The workshop answered questions we didn't know we had. We signed up the next week."
Carol and Ed P. · FarmingtonYour family deserves a plan
Start with a free, no-pressure conversation.