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Get a personalized checklist of steps to settle an estate. Answer a few questions about your situation and we’ll guide you through the process.
Answer a few questions to get a personalized checklist for your situation.
This checklist provides general guidance for estate settlement. Requirements vary by state and circumstance. Consult a licensed attorney for legal advice.
Immediate priorities include obtaining certified death certificates (10-15 copies are typically needed), locating estate planning documents, securing property and assets, notifying financial institutions, and determining whether probate is required.
In Utah, the estate inventory must be filed within 90 days of the executor's appointment. Professional appraisal is required for certain assets.
Utah allows a surviving spouse to elect against the will and receive 3300% of the estate. This election must be made within 270 days of receiving notice of probate.
Yes. Utah provides a family allowance to spouse, minor children, dependent children during estate administration. The maximum is $40,500 for up to 12 months.
Yes. Utah has adopted digital asset access legislation (2017). Access requires specific authorization from the decedent.
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In-depth guides covering Utah probate laws, trust requirements, and estate planning strategies.