Utah Estate Planning can be tricky & you need an expert that understands Utah Estate Law. No matter if it is a simple will or the most complex trust, it is important that documents are drafted clearly and properly. At Morgan & Associates we put our expertise to bear on every Utah Estate Plan we create to give our clients peace of mind about their future as well as that of their loved ones.
We have offices in Lehi and Santaquin, Utah and travel all over the state. Every document we create for our clients is tailored to their needs and situations. Many attorneys claim to practice estate planning with fill in the blank forms and one size fits all plans; not us. We take the time to craft each will, trust or business document according to the top industry standards.
We have offices in Lehi and Santaquin, Utah and travel all over the state. Every document we create for our clients is tailored to their needs and situations. Many attorneys claim to practice estate planning with fill in the blank forms and one size fits all plans; not us. We take the time to craft each will, trust or business document according to the top industry standards.
Services
Bill Morgan and Chris Morgan, are the Attorneys of Morgan and Associates, Attorneys at Law. Serving Utah clients in Lehi, Sandy, Salt Lake City, Draper, American Fork, Pleasant Grove, Orem, Provo, Springville, Spanish Fork, Payson, Santaquin, Ephraim, Manti, and Saint George. Morgan & Associates, Attorneys at Law specializes in estate planning, trust administration and probate.
Hollywood loves the neat simplicity of the storyline that says the wording of the will controls who wins and who withers in time for the curtain call. It's fun fiction. When most folks think of estate planning it is usually in the context of their parents or grandparents. That said, it is probably more essential for parents with minor children to have a legal plan in place.
Revocable Living Trusts, often called a family trust, is a device that allows its creator to pass on property following his or death without the expense and hassle and publicity of the probate court. Generally, the family of a deceased person must hire a lawyer, petition the court, wait for orders from the judge and then file various documents before finally requesting the court to close an estate.
A will is a set of instructions to the probate court judge on how to handle a deceased person's estate. A petition is filed and the local Utah court issues orders allowing a personal representative to access bank accounts, sell property and pay off creditors. Without a will the court has to decide from among those who are interested in serving, who is to fill the position.
Clients often start a consultation wanting to know what the difference is between wills and trusts. The biggest difference is probate. Probate is the legal process of dividing up and paying off a person's estate after someone dies. Probate is handled in court. When someone dies without a will the probate judge applies default Utah law to determine a deceased person's heirs.
Reviews (10)
Shari Strotz
Feb 02, 2022
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Wendy Jones
Dec 19, 2021
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When I have done good things in the past I was told I was weird! If that’s what it takes to be weird I hope to always surround myself with weird people. Chris Morgan is by far the weirdest!! From the first call he was extremely insightful, and went over and beyond with his time. Grateful and plan on giving my business and telling my loved ones about Chris.
Ken Garry
Dec 13, 2021
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Amy Carter
Dec 03, 2021
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Chris is incredibly knowledgeable and easy to work with. He was willing to work around our weird schedule and meet at a time that was convenient for us. He gave us lots of interesting information to think about and taught us a lot about living trusts, just as part of the appointment. I really enjoyed learning from him, and I'm SO grateful to have his help in this important endeavor. He made the entire process super easy and smooth, and I know we'll be relying on him for many years as our family grows and circumstances change. We walked away from the appointments feeling empowered and so happy we
Cindy Aston
Dec 01, 2021
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I found myself in the unexpected position of power of attorney and trustee for my friend, when she had a stroke and passed away. Chris Morgan wrote the estate planning portfolio for her, so I have needed to meet with him. His bluntness caught me off guard at first, but I have come to appreciate that he knows how to focus on the matter at hand and not to get caught up in the fray. Since I have had no prior experience in such legal matters, I have been very grateful for his council and guidance in my responsibilities.
Kim Davies
Nov 27, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Chris was thorough, precise, and did an awesome job putting our family trust together. Very friendly and willing to spend time answering questions and making sure we understood what was being done and what needed to be included. I would recommend him highly.
Chris was thorough, precise, and did an awesome job putting our family trust together. Very friendly and willing to spend time answering questions and making sure we understood what was being done and what needed to be included. I would recommend him highly.
Ronelle Carter
Nov 20, 2021
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Stephanie Bird
Aug 24, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Chris didn’t charge me anything for a consultation, which I very much appreciated. He is knowledgeable, respectful, nice, and explains things in laymen’s terms. We talked about disability options, trusts, wills, and power of attorney. I will be returning to utilize his free (and fee) resource services again. Highly recommend!!
Chris didn’t charge me anything for a consultation, which I very much appreciated. He is knowledgeable, respectful, nice, and explains things in laymen’s terms. We talked about disability options, trusts, wills, and power of attorney. I will be returning to utilize his free (and fee) resource services again. Highly recommend!!
Natalie D. Bennett
Jul 26, 2021
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Janet Christiansen
Jun 23, 2021
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We went to them interested about a trust and they were so nice they treated us like family. They were so fun they had us laughing almost the whole time! They were just great down to earth people. They were also very informative about everything and my mom and dad are in their 80s and he was so patient with them I really appreciated that. As soon as I can I'm going back to get my trust done. I would totally recommend them, they were just great!!!
