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Serious Diagnosis
A serious diagnosis changes priorities. Healthcare proxies, financial powers of attorney, and the documents that ensure your wishes are honored.
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Retirement
Retirement changes your financial picture. Healthcare directives, beneficiary reviews, long-term care planning, and protecting what you've built.
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Marriage
What married couples need in place: one joint trust or two, wills, beneficiary updates, and the spousal rights your state grants you automatically.
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New Baby or Adoption
Your family is growing. Your protection should too. Guardian nominations, trusts for minors, beneficiary updates, and the documents new parents need in place.
Learn moreForms for Planning Your Estate in Utah
Free forms for planning your estate in Utah: will, living trust, pour-over will, powers of attorney and TOD deed. Prepare each form for Utah.
Healthcare Power of Attorney
Utah requires 1Utah Code § 75A-9-110 (formerly § 75A-3-303)Verified Oct 15, 2026View source witness for a healthcare power of attorney; notarization is not required.
HIPAA Release
In Utah, a HIPAA release names who may receive your records; the state regulates HIV/AIDS-related information, mental health records and substance abuse treatment recordsUtah Code § 26B-7-217(1), (2)(a) (Renumbered & Amended by Ch. 308, 2023 Gen. Sess.); Utah Code § 58-60-114(1) (Amended by Ch. 329, 2023 Gen. Sess.); Utah Code § 62A-15-707(1) (Renumbered 5/3/2023)Verified Jun 19, 2026View source above the federal rule, and the document carries each rule.
Financial Power of Attorney
Utah treats a power of attorney as durable by defaultUtah Code § 75A-2-105Verified Sep 20, 2026View source, and it is signed before a notary.
Transfer on Death Deed
In Utah, a transfer on death deed is signed before a notaryUtah Code 75-6-401 to 75-6-419Verified Oct 19, 2026View source, then recorded with the county before the owner's death. Utah does not recognize a Lady Bird deed.
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 testimony.
Codicil to a Will
In Utah, a codicil is signed before 2Utah Code § 75-2-502Verified Oct 19, 2026View source witnesses, like a will, and the self-proving affidavit signed with it lets the court admit it without witness testimonyUtah Code § 75-2-504Verified Oct 25, 2026View source.
Tools for Planning Your Estate in Utah
Free tools for planning your estate in Utah: will and trust costs, trust or TOD deed, and the signing rules. Run each tool for Utah and read its answer.
Do I Need a TOD Deed?
Utah authorizes transfer on death deedsUtah Code 75-6-401 to 75-6-419Verified Oct 17, 2026View source: a recorded, revocable deed that passes real property at death outside probate.
Do I Need a Vehicle TOD?
Utah does not offer a transfer-on-death designation on a vehicle title; a vehicle passes by will, trust, joint title, or probate.
How Much Is the Federal Gift Tax?
Whether a gift owes federal gift tax, how much of the annual exclusion and lifetime exemption it uses, and whether Form 709 is due.
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.
How Much Life Insurance Do I Need?
In Utah, four years at a public university cost about $64,120NCES Digest of Education Statistics 2023, Table 330.20, public 4-year in-state tuition, fees, room and board, academic year 2022-23Verified Oct 17, 2026View source and the cost of living is near the U.S. averageBEA Regional Price Parities, all items, by state, 2024Verified Oct 17, 2026View source; no state estate or inheritance tax appliesNo 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.
Are My Beneficiary Designations Protected?
Utah automatically revokes an ex-spouse as beneficiary at divorceUtah Code § 75-2-804Verified Sep 15, 2026View source; employer plans under ERISA follow federal rules either way, so a 401(k) beneficiary changes only by a new designation.
How Do I Sign Estate Documents?
In Utah, a will is signed before 2Utah Code § 75-2-502Verified Oct 19, 2026View source witnesses, and notarization is not required.
Will My Estate Documents Transfer?
Utah recognizes a will signed under the law of the place where it was signedUtah Code § 75-2-506Verified Oct 19, 2026View source; a will signed in Utah itself needs 2Utah Code § 75-2-502Verified Oct 19, 2026View source witnesses, and notarization is not required.
Utah Estate Planning Resources
In-depth guides covering Utah probate laws, trust requirements, and estate planning strategies.
