Estate Planning in Utah

Customized Wills and Trusts for Parents & Homeowners

Design a legal plan that will keep your loved ones out of court and out of conflict.

Imagine

Sleep better at night, knowing you have a plan in place for your family based on your values and goals.

I help property owners, parents, and families build bridges of opportunity for their loved ones by customizing estate plans that specify what happens with their assets should they pass- including who the assets should be distributed to, how they should be distributed, and when. I help parents properly nominate guardians for their minor children, so they have peace of mind knowing if and when anything should happen to them, their families and loved ones won’t be left with a mess.

start planning

Our Process

step 1

Legacy Planning Meeting

A one-on-one legal planning session to discuss what options will best meet your goals.

step 2

Document Review

Review documents, ask questions, and request changes.

step 3

Sign Documents

After reviewing and approving your documents, the last step is to sign them.

protect your estate

Wills & Trusts for Homeowners

Are you a homeowner trying to determine what steps you need to take?

Watch our webinar to learn:

What happens if you do not have a will or trust in place
Risks of relying solely on beneficiary designations, titles, and transfer on death deeds
The difference between a will and a trust & determining which is best for your unique situation

protect your children

Wills & Trusts for Parents of Minor Children

Are you a parent trying to determine what steps you need to take to protect your children?

Watch our webinar to learn:

What happens to your children if you do not have a will or trust in place
How to name guardians for minor children
The difference between a will and a trust & determining which is best for your family

one-on-one Consultation

Legacy Planning Meeting

For those ready to get started. This is a legal planning session with attorney Marne Pehrson so you can learn more about how to protect your family and assets and start designing your will or trust-based estate plan.

Here’s what will happen:

You’ll share your goals and objectives
We will review your options and our will or trust estate planning packages and unique flat fee pricing.

start planning

don't leave behind a mess

Keep your family out of court by doing proper legal planning.

family and estate lawyer, Marne Pherson, in Utah

Hello, I'm Marne Pehrson, Esq.

I help homeowners and parents think and plan ahead so they have peace of mind and confidence.

As a parent, the thought of leaving my children behind due to an unfortunate event like an accident or sudden illness is incredibly stressful and anxiety-inducing. I'm left with a barrage of questions - who will take care of them? Who will raise them? Who will provide for them? This becomes even more complicated when someone passes away without a will or a trust in place, which is why I am dedicated to helping parents and homeowners feel confident in their plans and the legacy they are leaving behind.

let's make a plan

Testimonials

    
 
 
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   Ron Achter 
 
 
 
 Trustindex verifies that the original source of the review is Google. They are very nice and helpful to planing my estate
  
 
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   Tamra Chilton 
 
 
 
 Trustindex verifies that the original source of the review is Google. Setting up a trust felt overwhelming. Several firms I reached out to were non-committal and emphasized the complexity of creating a trust to validate their fee.  Then I found this woman owed firm Legacy Bridge Legal. My experience working with attorney Marne Pehrson for my estate planning and trust was exceptional.  She did a superb job of explaining everything in a way that was easy to understand. I especially appreciated the helpful suggestions she offered to make sure my family and assets were fully protected. The whole process was smooth and professional. I highly recommend Marne Pehrson to anyone needing a Trust and Wills attorney.
  
 
      Posted on Google  
   
   Elaine Brinkerhoff 
 
 
 
 Trustindex verifies that the original source of the review is Google. Marne was great. I wanted a trust but didn’t know how to put down what I needed. She helped me set it up and articulated what I wanted. I got more than I anticipated. She made sure I had everything I needed and more. I recommend using her for your legal paperwork needs!
  
 
      Posted on Google  
   
   chelsey timmerman 
 
 
 
 Trustindex verifies that the original source of the review is Google. Marne was such a joy to work with on something we didn’t really want to think about. The whole process was so organized, professional, and she spent the time to educate us along the way! 10/10
  
 
      Posted on Google  
   
   Benjamin LaFleur 
 
 
 
 Trustindex verifies that the original source of the review is Google. Marne and her team were very helpful and answered all the questions that we had. I have worked with other lawyers with trusts, and Marne was the best one I have worked with. If you need a well thought out explanation of trusts, wills, and all the different whys and wherefores.
  
 
      Posted on Google  
   
   Terra 
 
 
 
 Trustindex verifies that the original source of the review is Google. The entire team at Legacy Bridge Legal has been AMAZING! This can be such a stressful thing to take care of, but they have made the process so gentle. The team is there for you through each step of the process and really takes the time to listen and get to know your family, your situation and develop a plan carefully design for your needs. I highly recommend Marne and her Team at Legacy Bridge Legal!
  
 
      Posted on Google  
   
   Amanda Mckee 
 
 
 
 Trustindex verifies that the original source of the review is Google. I can't recommend Marne Pehrson highly enough. She made the entire trust and estate planning process straightforward, organized, and surprisingly stress-free. Marne took the time to explain everything clearly, answered all of my questions with patience, and made sure every detail reflected exactly what I wanted.

One of my favorite parts of the process is the digital vault provided. It gives me one secure place to store all of my important documents and information, making it so much easier for both me and my family. It's an incredible resource that adds so much value beyond just creating the trust.

If you're considering estate planning, Marne is knowledgeable, professional, thorough, and genuinely cares about helping her clients protect what matters most. I left with complete peace of mind, and I wouldn't hesitate to recommend her to anyone looking to get their affairs in order.
  
 
      Posted on Google  
   
   JR McLaughlin 
 
 
 
 Trustindex verifies that the original source of the review is Google. Marne and her team took such great care of us.  My parents needed a lot of guidance in setting up their estate plan.  They got all their questions answered and were skillfully guided throughout the entire process.  They took a complex and overwhelming process and made it simple.
  
 
      Posted on Google  
   
   Leo Sperry 
 
 
 
 Trustindex verifies that the original source of the review is Google. Marne and her staff are kind, efficient, knowledgeable, and willing to spend the time necessary to explain in plain English how to set up and prepare for your final days on the Earth. They are understandably concerned about what is needed and how to instruct you in making it all happen.
  
 
  
  
 
 
     Verified by Trustindex  Trustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more

Still have more questions?

Most commonly asked questions

Isn't estate planning only for really wealthy people?

Absolutely not! Everyone has an estate- whether it is $20 in the bank or millions. Your estate includes everything from your checking or savings accounts, brokerage accounts, stocks, bonds, retirement accounts, business interests, or intellectual property to your house or real estate, vehicles, other personal property, and more. An estate plan is simply determining where these assets go when we pass away and under what circumstances.

If you have minor children or children with special needs, your estate plan should include naming guardians for your children and protecting them from receiving their entire inheritance at age 18.

What is estate planning? Isn’t a will enough?

An estate plan is simply determining where your assets go when you pass away and under what circumstances.

A Will is useful to name guardians for your minor children, name beneficiaries for an asset or account you own, and for naming a personal representative- the person in charge of executing the Will and wrapping up your affairs and estate when you are gone.

In contrast to a Trust, a Will does not provide any protection during your life nor during the lives of any surviving spouse, children, or grandchildren. A Will simply transfers property at death. And a Will must go through probate court, becomes public, is unable to control most property, and if you have minor children with only a Will, they will receive their entire inheritance in a lump sum at age 18 with no enforceable instructions or guidelines.

Can’t I do it on my own for less?

Yes, you can do just about anything on your own for less than hiring a professional. However, going cheap on some things, like a parachute, surgeon, or fire extinguisher, can lead to devastating consequences. Estate planning is no different. It is worth the investment to have your estate plan done right. It is not uncommon for DIY wills & trusts and generic template forms to not do what you intend. These plans often end up with families in conflict and in court trying to sort out a mess because something was either left out or drafted poorly. An estate planning attorney who is committed to providing you a comprehensive estate plan will save you and your loved ones time, money, and heartache. When you are working with an attorney, you are paying for the guidance and counseling about what your options are to reach your goals, as well as what documents you need and how they should be drafted.

How long does the process take?

We do all the heavy lifting, so you don’t have to. You can expect to have your completed estate planning documents in three simple steps that take four weeks or less.

The first step is to have a 1:1 Legacy Planning session with attorney Marne Pehrson. Here, you will share your goals and objectives, Marne will explain your options, and after choosing which of our unique flat rate packages works best for you, payment will be taken in full, and an engagement letter will be signed by both you and Marne. Then, we will get to work drafting your documents.

The second step is your document review. After your documents have been drafted, we will send you a recording explaining them that you can watch at your convenience. You will have the opportunity to ask as many clarifying questions you need and request changes. We will answer your questions and make any necessary changes.

After you have approved your documents, the third step is your Signing Ceremony. This is generally done in our office where we provide two witnesses and a notary.

How much does it cost?

Can you make an adjustment to a trust we already have?

Unfortunately, we do not stand behind documents we have not drafted and, therefore, do not make changes to documents drafted by others. However, revocable trusts are generally modifiable and even revocable if the creator is alive and has capacity. Life, families, and circumstances change, and your trust may need to change with it. We are happy to discuss options to update or to restate your documents.

Do you work with clients from other states?

Estate planning is an area of law that is state-specific. That means you should work with an attorney licensed in the state in which you reside or own property. Our attorneys are licensed in Utah and Arizona. So, if you live in or own property in Utah or Arizona, we would love to prepare your estate planning documents. If you do not, we will be happy to refer you to an attorney licensed in your state.

Spend time making memories,
not stressing about the 'what-ifs'

Take the First step

435-214-1221

Estate Planning in Utah

Customized Wills and Trusts for Parents & Homeowners

Imagine

Sleep better at night, knowing you have a plan in place for your family based on your values and goals.