Salt Lake City office serving Salt Lake City and Park City. Guides personal representatives through probate and estate administration, including accountings, creditor payments and ancillary probate, advises trustees on their fiduciary duties, and represents beneficiaries in disputes with a trustee. Attorney Penniann Schumann administered trusts in Utah and Idaho as a national-bank trust officer.
Probate in Summit County
Probate Court Record
Summit County District Court
Summit County · 3rd Judicial District
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How to file probate in Summit County →
Verified October 16, 2026 · Source
Do I need a lawyer for probate in Summit County? →Settling an estate in Summit County →
Trust Administration Firms Serving Summit County
Salt Lake City firm, founded in 2004, serving Salt Lake, Utah, Davis, Weber, Summit and Tooele Counties. Guides personal representatives through opening the case, notice to heirs and creditors, creditor claims and final distribution, files the necessary tax returns, and litigates will challenges and other probate disputes. The firm practices mainly family law alongside its estate work.
Salt Lake City firm of nearly 100 lawyers, founded in 1991 and now part of Dentons, with Utah offices in Lehi, St. George, and Ogden. Its Trusts, Estates and Wealth Preservation lawyers handle probate proceedings, estate and trust administration and accountings, guardianships, estate and gift tax returns, and family settlement agreements.
Salt Lake City firm with offices downtown, in Lehi and in St. George, plus Boise. Its probate and trusts attorneys handle informal and formal probate, petitions to determine heirs, small-estate affidavits, and trust litigation over trustee breaches and distributions; the estate planning group advises trustees and is often asked to serve as trustee or co-trustee.
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.
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.
All 11 Utah trust administration firms serving Summit 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.
Revocable Living Trust
Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.
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.
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 Do I Settle a Trust?
Settling a trust in Utah happens outside court: the trustee acts under the state's Uniform Trust CodeUtah Code Title 75B, Chapter 2 (Uniform Trust Code)Verified Oct 17, 2026View source, notifies the beneficiaries within 60 daysUtah Code § 75B-2-811 (formerly § 75-7-811; renumbered eff. 5/7/2025)Verified Sep 15, 2026View source, then pays the debts and distributes under the trust's terms.
What's Fair Trustee Compensation?
In Utah, trustee compensation follows "reasonable compensation" (UTC § 708 or equivalent)Utah Code Ann. § 75B-2-708 (formerly § 75-7-708)Verified Sep 18, 2026View source unless the trust instrument sets a different amount.
How Do I Settle an Estate?
Settling an estate in Utah: the personal representative files the estate inventory within 90 daysUtah Code §§ 75-3-705, 75-3-706, 75-3-707Verified Sep 15, 2026View source of appointment; creditors have 3 monthsUtah Code §§ 75-3-801, 75-3-803, 75-3-805, 75-3-806Verified Oct 19, 2026View source to present claims; a simple estate closes in 4 months to 6 months.
Do I Have to File Tax Returns for Someone Who Died?
Utah requires a final state income tax return for the decedent alongside the federal Form 1040Utah Code Ann. § 59-10-104(2)(b) (Amended by Ch. 250, 2026 General Session / S.B. 60)Verified Sep 20, 2026View source; a federal estate tax return (Form 706) is required only for estates above $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source.
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.
