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Home→Tools→Estate Settlement Checklist→Utah

How Do I Settle an Estate in Utah?

Generate a personalized checklist of steps to settle an estate. A few questions about the situation produce a full process plan.

Frequently Asked Questions

Settling an estate in Utah involves gathering assets, notifying creditors, paying debts, and distributing property to beneficiaries. Estates with a living trust typically settle within 6-12 months without court involvement. Estates requiring probate take 6-12 months on average, with a minimum 3-month creditor claim period.Utah Code § 75-1-110 (CPI cost-of-living adjustments), § 75-3-718 (compensation), § 75-3-1201 (small estate affidavit; amended 2025 Ch.123 eff. 5/7/2025), § 75-3-1203 (summary admin formula), § 75-3-801 (notice to creditors / 3-month claim bar), § 75-3-603 (bond), § 75-3-301 (informal probate), § 75-3-501 (unsupervised admin), § 75-3-705 (inventory), § 75-2-402 (homestead allowance — 2026 CPI: $33,700; base $22,500), § 75-2-403 (exempt property — 2026 CPI: $22,500; base $15,000), § 75-2-404 (family allowance — reasonable amount), § 75-2-405 (PR family-allowance determination cap — 2026 CPI: $40,500 lump-sum / $2,250 per month; base $27,000 / $2,250), § 78A-2-301(1)(a)+(1)(r) (filing + accounting fees); le.utah.gov; utcourts.gov/en/about/miscellaneous/legal-community/price.html (Estate CPI table); utcourts.gov/en/self-help/categories/probate; utcourts.gov Filing/Record Fees (eff. 7/1/2023); re-verified 2026-05-27 against le.utah.gov and utcourts.gov primary sourcesVerified May 27, 2026

Utah allows estates valued at $100,000 or less to use a Small Estate Affidavit, which avoids formal probate.Utah Code § 75-1-110 (CPI cost-of-living adjustments), § 75-3-718 (compensation), § 75-3-1201 (small estate affidavit; amended 2025 Ch.123 eff. 5/7/2025), § 75-3-1203 (summary admin formula), § 75-3-801 (notice to creditors / 3-month claim bar), § 75-3-603 (bond), § 75-3-301 (informal probate), § 75-3-501 (unsupervised admin), § 75-3-705 (inventory), § 75-2-402 (homestead allowance — 2026 CPI: $33,700; base $22,500), § 75-2-403 (exempt property — 2026 CPI: $22,500; base $15,000), § 75-2-404 (family allowance — reasonable amount), § 75-2-405 (PR family-allowance determination cap — 2026 CPI: $40,500 lump-sum / $2,250 per month; base $27,000 / $2,250), § 78A-2-301(1)(a)+(1)(r) (filing + accounting fees); le.utah.gov; utcourts.gov/en/about/miscellaneous/legal-community/price.html (Estate CPI table); utcourts.gov/en/self-help/categories/probate; utcourts.gov Filing/Record Fees (eff. 7/1/2023); re-verified 2026-05-27 against le.utah.gov and utcourts.gov primary sourcesVerified May 27, 2026 The waiting period is 30 days after death.

Creditors in Utah have 3 months to file claims against the estate after proper notice is published.Utah Code § 75-1-110 (CPI cost-of-living adjustments), § 75-3-718 (compensation), § 75-3-1201 (small estate affidavit; amended 2025 Ch.123 eff. 5/7/2025), § 75-3-1203 (summary admin formula), § 75-3-801 (notice to creditors / 3-month claim bar), § 75-3-603 (bond), § 75-3-301 (informal probate), § 75-3-501 (unsupervised admin), § 75-3-705 (inventory), § 75-2-402 (homestead allowance — 2026 CPI: $33,700; base $22,500), § 75-2-403 (exempt property — 2026 CPI: $22,500; base $15,000), § 75-2-404 (family allowance — reasonable amount), § 75-2-405 (PR family-allowance determination cap — 2026 CPI: $40,500 lump-sum / $2,250 per month; base $27,000 / $2,250), § 78A-2-301(1)(a)+(1)(r) (filing + accounting fees); le.utah.gov; utcourts.gov/en/about/miscellaneous/legal-community/price.html (Estate CPI table); utcourts.gov/en/self-help/categories/probate; utcourts.gov Filing/Record Fees (eff. 7/1/2023); re-verified 2026-05-27 against le.utah.gov and utcourts.gov primary sourcesVerified May 27, 2026 The executor or personal representative must publish notice in a local newspaper and may also need to send direct notice to known creditors. No final distribution should occur until this period expires.

In Utah, simple estates typically settle in 4-6 months. Average estates take 6-12 months. Complex estates with disputes, tax issues, or unusual assets can take 12-24 months or longer.Utah Code § 75-1-110 (CPI cost-of-living adjustments), § 75-3-718 (compensation), § 75-3-1201 (small estate affidavit; amended 2025 Ch.123 eff. 5/7/2025), § 75-3-1203 (summary admin formula), § 75-3-801 (notice to creditors / 3-month claim bar), § 75-3-603 (bond), § 75-3-301 (informal probate), § 75-3-501 (unsupervised admin), § 75-3-705 (inventory), § 75-2-402 (homestead allowance — 2026 CPI: $33,700; base $22,500), § 75-2-403 (exempt property — 2026 CPI: $22,500; base $15,000), § 75-2-404 (family allowance — reasonable amount), § 75-2-405 (PR family-allowance determination cap — 2026 CPI: $40,500 lump-sum / $2,250 per month; base $27,000 / $2,250), § 78A-2-301(1)(a)+(1)(r) (filing + accounting fees); le.utah.gov; utcourts.gov/en/about/miscellaneous/legal-community/price.html (Estate CPI table); utcourts.gov/en/self-help/categories/probate; utcourts.gov Filing/Record Fees (eff. 7/1/2023); re-verified 2026-05-27 against le.utah.gov and utcourts.gov primary sourcesVerified May 27, 2026

An executor (or personal representative) in Utah is responsible for filing the will with the probate court, inventorying assets, paying debts and taxes, and distributing remaining property to beneficiaries. The specific duties depend on whether the estate goes through formal probate or qualifies for simplified procedures. See the Utah executor checklist for a step-by-step guide.

Estate settlement costs in Utah include court filing fees, attorney fees, executor compensation, publication costs, and potentially a probate bond. Total costs generally range from 3-8% of the estate value depending on complexity. Use the Utah probate calculator for a detailed cost estimate.

Settling an Estate in Utah

Estate settlement in Utah begins with determining whether probate is required. Estates with personal property under $100,000§ 75-3-1201Verified May 27, 2026 may qualify for simplified procedures that avoid formal court involvement. For larger estates, probate provides a structured process for resolving debts and distributing assets.

The 3 monthsUtah Code § 75-3-801Verified May 27, 2026 creditor claim period in Utah is a key factor in the settlement timeline. No final distribution should occur until this period expires. Simple estates close in 4 monthsUtah Code § 75-1-110Verified May 27, 2026 to 6 monthsUtah Code § 75-1-110Verified May 27, 2026 from the date of filing.

Utah bond requirement: NoUtah Code § 75-3-603Verified May 27, 2026. The bond can be waived through a provision in the will, reducing upfront costs. The executor is responsible for managing estate expenses, filing tax returns, and providing a final accounting to the court and beneficiaries.

Estate settlement expenses in Utah include attorney fees, executor fees, court costs, and creditor notice publication — typically 3-8% of estate value. Estates held in a revocable living trust avoid probate entirely and settle in weeks rather than months.

SimplyTrustSimplyTrust Editorial·Updated May 27, 2026

Legal Sources

  • § 75-3-1201
  • Utah Code § 75-1-110
  • Utah Code § 75-3-603
  • Utah Code § 75-3-801

Data sourced from Utah statutes and official state code. How we research.

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Utah Estate Planning Resources

In-depth guides covering Utah probate laws, trust requirements, and estate planning strategies.

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