Lehi is in Utah County.

More Tax Planning Firms in Utah County

Provo firm of about 20 attorneys serving Utah Valley, with offices in Murray, St. George, and Gilbert, Arizona. Assists executors and administrators through probate, helps trustees meet their deadlines and fiduciary duties, defends trust administrators in litigation, and handles guardianships, conservatorships, Medicaid planning, and elder abuse matters.

Serves the whole stateFree consultationEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+8

Provo firm two blocks from the Provo courthouse, serving Utah County and central Utah. Handles probate and estate administration (petitions to appoint a personal representative, creditor claims, court representation), estate and trust litigation, and guardianships and conservatorships. Family-run since its founding in 1957.

Since 1957Serves 9 countiesEstate PlanningProbateProbate LitigationTrust LitigationTax Planning+5

Salt Lake City firm on South State Street with a second office in Provo. Its estate and trust group handles probate of estates, estate and trust administration, fiduciary income tax and estate tax returns, and estate and trust disputes and litigation, alongside wills and trusts. Seven of the group's lawyers are members of the American College of Trust and Estate Counsel or Tax Counsel.

Serves 2 countiesEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+5

All 3 tax planning firms in Utah County →

Probate in Utah County

Probate Court Record

Utah County District Court

Utah County · 4th Judicial District

Hours

Monday-Friday 8:00 AM-5:00 PM

Office

137 North Freedom Boulevard, Suite 100, Provo, UT 84601

Filing in person

Walk-ins accepted

Self-represented filing

Allowed

Self-help forms

How to file probate in Utah County →

Verified October 16, 2026 · Source

Do I need a lawyer for probate in Utah County? →Settling an estate in Utah County →

Forms for Planning and Settling an Estate in Utah

Free Utah forms to plan or settle an estate: a will, trust, powers of attorney, TOD deed and the probate forms. Prepare each form for Utah and download the PDF.

$12/month

Revocable Living Trust

Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.

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Last Will and Testament

In Utah, a will is signed before 2Utah Code § 75-2-502Verified Oct 19, 2026View source witnesses, and a self-proving affidavit signed with it lets the court admit it without witness testimonyUtah Code § 75-2-502Verified Oct 19, 2026View source.

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Pour-Over Will

In Utah, a pour-over will is signed before 2Utah Code § 75-2-502Verified Oct 19, 2026View source witnesses and moves anything left outside the trust into it through probate.

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All Utah forms

Tools for Planning and Settling an Estate in Utah

Free calculators and checklists to plan or settle an estate in Utah: will and trust costs, probate, executor pay and taxes. Run each tool for Utah.

How Much Are Estate & Inheritance Taxes?

Utah levies no estate or inheritance taxNo state estate, inheritance, or gift tax. Utah's pick-up inheritance tax (Utah Code Title 59, Chapter 11, Inheritance Tax Act) produced $0 for deaths after December 31, 2004 — it was measured by the IRC § 2011 state death tax credit, which EGTRRA phased out — and the entire chapter (§§ 59-11-101 through 59-11-115) was repealed outright effective May 6, 2026 by H.B. 77, 2026 General SessionVerified Sep 15, 2026View source; only the federal estate tax applies above $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source.

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What Taxes Apply to My Inheritance?

Utah imposes no inheritance or estate taxNo state estate, inheritance, or gift tax. Utah's pick-up inheritance tax (Utah Code Title 59, Chapter 11, Inheritance Tax Act) produced $0 for deaths after December 31, 2004 — it was measured by the IRC § 2011 state death tax credit, which EGTRRA phased out — and the entire chapter (§§ 59-11-101 through 59-11-115) was repealed outright effective May 6, 2026 by H.B. 77, 2026 General SessionVerified Sep 15, 2026View source; probate assets arrive when the estate closes, 4 months to 6 months for a simple estate.

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How Does Step-Up in Basis Work?

Inherited assets in Utah take a basis reset to fair market value on the date of death26 USC § 1014Verified Sep 15, 2026View source, and the gain on a later sale faces ordinary income tax at the state's regular rates.

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When Do I Have to Withdraw an Inherited IRA?

See which federal withdrawal rules apply to an inherited IRA, Roth IRA, or employer plan, the deadline year, and the missed-withdrawal tax.

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What Does Estate Planning Actually Cost?

An attorney-prepared revocable trust in Utah runs $3,580Estimate: 10 hours at $358, Clio's Utah Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $5,370Estimate: 15 hours at $358, Clio's Utah Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source and a simple will $1,167Estimate: 3 hours at $389, Clio's Utah Wills and Estates rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $2,334Estimate: 6 hours at $389, Clio's Utah Wills and Estates rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source, against $0 to $549 up front plus a subscription with an online service.

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All Utah tools