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New Home
How to put your house in a revocable trust: the deed you record, what it does to your mortgage and property taxes, and when a TOD deed is simpler.
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Retirement
Retirement changes your financial picture. Healthcare directives, beneficiary reviews, long-term care planning, and protecting what you've built.
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 requiredUtah Code § 75A-9-110 (formerly § 75A-3-303)Verified Oct 15, 2026View source.
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 notaryUtah Code § 75A-2-105Verified Sep 20, 2026View source.
Living Will
In Utah, the living will is the Advance Health Care DirectiveUtah Code Title 75A, Ch. 9 (Uniform Health Care Decisions Act), §§ 75A-9-101 to 75A-9-129 (S.B. 134, 2025 General Session, effective January 1, 2026)Verified Sep 27, 2026View source, a written instruction that is valid with no agent named.
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.
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 requiredUtah Code § 75-2-502Verified Oct 19, 2026View source.
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 requiredUtah Code § 75-2-502Verified Oct 19, 2026View source.
Utah Estate Planning Resources
In-depth guides covering Utah probate laws, trust requirements, and estate planning strategies.
