Wills, Trusts & Estates

I am available for any client in need of a will, trust, power of attorney or advanced health care directive. I have found that many people need to update and simplify older documents to reflect changes in their lives. I also provide rapid simple probate assistance for uncontested estates. I am flexible in providing as much or as little assistance as the client requires.

• Gay, Lesbian, Bisexual, Transsexual, Transgender (LGBT) Rights

• Annuities
• Life Insurance

• Estate Taxes & Gift Taxes
• Power of Attorney
• Tax Planning

• Charitable Giving
• Charitable Trusts
• Drafting Trusts
• Drafting Wills
• Estate Administration
• Estate Planning
• Living Trusts
• Living Wills
• Probate
• Power of Attorney
• Special Needs Trust
• Supplemental Needs Trust
• Revocable Trust & Irrevocable Trust

UT, Oct 1986
Bar Number: 04906

Supreme Court of the State of Utah.

Utah State Bar, Estate Planning Section of the Utah State Bar, Salt Lake Estate Planning Council.

I attend continuing legal education seminars on the topics of estate planning, elder law, health directives, probate, charitable giving, and estate and gift tax issues.

I have worked with hundreds of individuals and couples to plan their estates so that their wishes are achieved with a minimum of administrative costs or taxes. Some of my favorite projects have involved using charitable remainder trusts to direct donations to health charities and educational institutions while also reducing the income tax burden on the client. One of my most recent cases involved the administration of a small estate, dividing the proceeds between two local children's hospitals.

1

Utah

I established my solo practice in Salt Lake City in 1987. My practice has always focused on estate planning and probate.

My firm works exclusively in the area of estate planning and probate. It is my goal to provide custom documents for each unique situation. I'd like every client to leave my office with all the estate planning documents they need - and to have them understand what they have signed.

I worked my way through college at Milne Truck Lines as a file clerk, accounts receivable clerk and payroll clerk. After college I married and had two children. The children were small when I started law school, where I had a goal to take all the classes related to estate planning. Since graduating from law school, I have enjoyed combining my career as an attorney with being a mom to one son and three daughters.

• I have been the featured speaker regarding estate planning for community and church groups.
• I served as the President of the Utah Chapter of the Juvenile Diabetes Research Foundation from 2000-2001.

(801) 278-0195

My hours are flexible to meet the needs of the client.

Yes

Most of my estate planning services are done on a fixed fee basis, which is outlined during the initial consultation based on the needs of the client. Typical fees are as follows:

• Trust package for a single individual - $795 includes the preparation of a will, a revocable living trust, a durable power of attorney for financial matters, and an Advanced Health Care Directive. This also includes the transfer of the primary residence into the trust. Additional parcels of real property are transferred at $50 each. The client receives instructions on transferring additional assets and may request additional assistance as needed.
• Trust package for a couple - $995 includes the above documents with wills and durable powers of attorney for both partners.
• Will package for a single individual - $500 which includes the preparation of a simple will, durable power of attorney and Advanced Health Care Directive.
• Will package for couple - $700 which includes two wills, two durable powers of attorney and two Advanced Health Care Directives.
• Simple Uncontested Probate Matters - $1,950 plus court costs and publication fee.
• The above fees are typical but many factors may cause the fees to increase such as complex trust provisions for special needs children, complicated tax planning or the need for multiple drafts or additional meetings. We will agree in writing on the fees prior to my starting any work on your case.

$175.

Consultations are billed at my hourly rate. If you mention Nolo I will meet with you for a one hour consultation for $100 (a savings of $75). This fee will be waived if I am retained to prepare the estate plan or handle the probate matter.

I require one-half of the agreed upon fee to begin work, with the balance due when the draft documents have been delivered to the client. The fee for simple probates must be paid in advance, unless other arrangements are made.