since 1982
Helgesen Waterfall & Jones
Layton-Clearfield Office:
(801)544-5306
Ogden Office:
(801) 479-4777
 
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Avoid Probate
Four bad ways to avoid probate
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Avoid Probate
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Probate is the court process for wrapping up a person's financial affairs and transferring his or her property to heirs, either under a Will or without a Will.

Probate can be avoided in many ways, most of which are simply bad ideas. (See "Four bad ways to avoid probate"). Do-it-yourself probate avoidance often creates more problems than it solves. Be careful.

The best way for 98% of Utah families (those who do not have to worry about estate tax) to avoid probate is through creation of a Utah "revocable trust," also called a "living trust."  This arrangement, a trust agreement, has powerful advantages for:
  • preserving assets for the surviving spouse
  • creating detailed instructions for transfer of assets to the       next generation
  • providing safe management of assets which preserves the inheritance of irresponsible children, grandchildren and others
  • gives protection and help if a Trustor (creator of the Trust) or a beneficiary becomes incompetent (unable to manage his or her own affairs)
  • allows privacy in the management of personal assets
  • avoids the need to file probate
In the last 28 years, attorneys at Helgesen, Waterfall and Jones have created hundreds of revocable trusts for our clients. We know how to help you!

You can contact and meet with Jack Helgesen, our Estate Planning partner,for a free estate planning consultation at either of our two full time offices:

Call us today. We know revocable trusts!


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OGDEN OFFICE:
4605 Harrison Blvd.,
Suite 300 - Ogden, Utah 84403
Tel. (801) 479-4777
Fax.(801) 479-4804


LAYTON - CLEARFIELD OFFICE:
1436 Legend Hills Drive #110
Clearfield, Utah 84015
(across I-15 from Davis Hospital)
Tel. (801)544-5306
Fax.(801)614-0443

OGDEN OFFICE:
4605 Harrison Blvd., Suite 300  Ogden, Utah 84403
Tel. (801) 479-4777
Fax.(801) 479-4804

LAYTON - CLEARFIELD OFFICE:
1436 Legend Hills Drive, Suite 110
Clearfield, Utah 84015
Tel. (801) 544-5306
 Fax.(801) 614-0443