Estates Trusts Families
This lawyer is licensed to practice in Utah and has no record of discipline from the Utah bar association. *
Estates Trusts Families
This lawyer is licensed to practice in Utah and has no record of discipline from the Utah bar association. *
Estate planning: wills, trusts, special needs trusts, and complete wealth management. My goal is to make your estate planning simple and painless, but highly personalized to you and your family. I take great pride in the quality of my work. Example casesEstate planning is the only area of law I practice. I work with families with special needs, blended families, and common estates with both simple and complex structures. Recent cases have included planning a large estate with special needs and IRA conduit planning. Most cases are with families that have a net worth of between $500,000 and $5,000,000.
Main
3651 North 100 East
Suite 300
Provo, UT 84604
(801) 377-9787
Yes. Free initial consultation either in office or by phone. I'm happy to answer all your questions.
We do not bill by the hour for most estate planning services. We bill a flat fee established with the client right up front, before any work is done. There are no fee surprises — you know from the outset exactly — what it will cost. We also offer housecalls and office visits to your business, depending on our schedule and your needs.
Flat fee only
Monday — Friday 8:30 a.m. to 5:00 p.m.
Trudy Southwick
No
Spanish
Yes
We divide work among assistants and attorneys to provide cost effective services, but all documents are assembled and reviewed by the attorney who is familiar with the clients and their objectives. Drafting is never outsourced to paralegals or assistants. Our process is very personalized - unlike many other firms who run the same document through their word processor just changing the names, we actually plan and design each estate plan from the ground up, while remaining very competitive in final price.
Not applicable
Yes through the state bar or local pro bono coordinators - not by request.
Our flat fee billing structure which avoids unpleasant fee surprises, our personal attention to the details of the estate planning process, and our expertise in financial matters as licensed and experienced wealth managers.
Clients make the best estate planning decisions when they are educated about the realities of the current legal and tax structure. We encourage our clients to become and remain educated about these and other matters that will affect their familes.
Of course. We can help you spot the issues that you may not recognize.
No. Estate planning is complex and ever changing. We cannot coach clients on how to keep up with the laws or word their wishes without being engaged by the client.
Established in 2000>
We divide work among assistants and attorneys to provide cost effective services, but all documents are assembled and reviewed by the attorney who is familiar with the clients and their objectives. Drafting is never outsourced to paralegals or assistants. Our process is very personalized - unlike many other firms who run the same document through their word processor just changing the names, we actually plan and design each estate plan from the ground up, while remaining very competitive in final price.
Bar Number: 08840
Utah, 2000
Established in 2000>
We divide work among assistants and attorneys to provide cost effective services, but all documents are assembled and reviewed by the attorney who is familiar with the clients and their objectives. Drafting is never outsourced to paralegals or assistants. Our process is very personalized - unlike many other firms who run the same document through their word processor just changing the names, we actually plan and design each estate plan from the ground up, while remaining very competitive in final price.
Bar Number: 08840
Utah, 2000
Estate planning: wills, trusts, special needs trusts, and complete wealth management. My goal is to make your estate planning simple and painless, but highly personalized to you and your family. I take great pride in the quality of my work. Example casesEstate planning is the only area of law I practice. I work with families with special needs, blended families, and common estates with both simple and complex structures. Recent cases have included planning a large estate with special needs and IRA conduit planning. Most cases are with families that have a net worth of between $500,000 and $5,000,000.
Main
3651 North 100 East
Suite 300
Provo, UT 84604
(801) 377-9787
Yes. Free initial consultation either in office or by phone. I'm happy to answer all your questions.
We do not bill by the hour for most estate planning services. We bill a flat fee established with the client right up front, before any work is done. There are no fee surprises — you know from the outset exactly — what it will cost. We also offer housecalls and office visits to your business, depending on our schedule and your needs.
Flat fee only
Monday — Friday 8:30 a.m. to 5:00 p.m.
Trudy Southwick
No
Spanish
Yes
We divide work among assistants and attorneys to provide cost effective services, but all documents are assembled and reviewed by the attorney who is familiar with the clients and their objectives. Drafting is never outsourced to paralegals or assistants. Our process is very personalized - unlike many other firms who run the same document through their word processor just changing the names, we actually plan and design each estate plan from the ground up, while remaining very competitive in final price.
Not applicable
Yes through the state bar or local pro bono coordinators - not by request.
Our flat fee billing structure which avoids unpleasant fee surprises, our personal attention to the details of the estate planning process, and our expertise in financial matters as licensed and experienced wealth managers.
Clients make the best estate planning decisions when they are educated about the realities of the current legal and tax structure. We encourage our clients to become and remain educated about these and other matters that will affect their familes.
Of course. We can help you spot the issues that you may not recognize.
No. Estate planning is complex and ever changing. We cannot coach clients on how to keep up with the laws or word their wishes without being engaged by the client.
Established in 2000>
We divide work among assistants and attorneys to provide cost effective services, but all documents are assembled and reviewed by the attorney who is familiar with the clients and their objectives. Drafting is never outsourced to paralegals or assistants. Our process is very personalized - unlike many other firms who run the same document through their word processor just changing the names, we actually plan and design each estate plan from the ground up, while remaining very competitive in final price.
Bar Number: 08840
Utah, 2000
Established in 2000>
We divide work among assistants and attorneys to provide cost effective services, but all documents are assembled and reviewed by the attorney who is familiar with the clients and their objectives. Drafting is never outsourced to paralegals or assistants. Our process is very personalized - unlike many other firms who run the same document through their word processor just changing the names, we actually plan and design each estate plan from the ground up, while remaining very competitive in final price.
Bar Number: 08840
Utah, 2000
This lawyer is licensed to practice in Utah and has no record of discipline from the Utah bar association. *
* Nolo has confirmed that every member attorney has a valid license and is in good standing with the state agency that licenses lawyers. Any past disbarments and suspensions (with possible exceptions for minor violations or nonpayment of dues, in our discretion) will be indicated accordingly in the badge. Member attorneys are required to notify Nolo immediately if they become the subject of any disciplinary action by any state licensing agency.
This lawyer is licensed to practice in Utah and has no record of discipline from the Utah bar association. *
* Nolo has confirmed that every member attorney has a valid license and is in good standing with the state agency that licenses lawyers. Any past disbarments and suspensions (with possible exceptions for minor violations or nonpayment of dues, in our discretion) will be indicated accordingly in the badge. Member attorneys are required to notify Nolo immediately if they become the subject of any disciplinary action by any state licensing agency.