Estate Planning, Wills & Trusts

Get peace-of-mind with a Complete Estate Plan

 

Estate Planning is all about protecting your loved ones

Estate planning is not only for the rich. An estate plan ensures that your wishes are carried out should you become incapacitated or pass away. This applies to estates of all sizes, large and small, the elderly and the young. 

Proper Estate Planning involves:

  • Providing for effective financial management and healthcare decisions upon incapacity

  • Transferring assets to the proper people

  • Caring for children and dependents

  • Minimizing Federal Estate Expenses

  • Avoiding estate taxes and the probate process

 
 

Free Estate Planning Consultation

It’s important to have an estate planning strategy in place as soon as you have acquired assets or are legally responsible for minor children. 

Wasatch Peaks Credit Union has teamed up with Attorney Jonathan Pace from the law firm of Williams and Pace to offer Wills, Trusts and Estate Planning services for our members.

Mr. Pace has agreed to prepare a very economical Estate Plan for Wasatch Peaks members for the low price of $695.00.

The estate plan will include:  

  • An overview and summary of the Estate Plan
  • Directive to the Trustee
  • Certification of Trust
  • Pour-over Will
  • Trust Agreement
  • General Durable power of Attorney
  • Utah Advance Health Care Directive
 

To make an appointment call 801-393-9600. Get your Trust started today!