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Your Family Mission Statement: The Legacy Tool Most Utah Families Skip
A simple guide to writing a family mission statement that preserves values, reduces conflict, and strengthens your Utah legacy planning.
Estate Planning Events in Utah
Our estate planning classes and seminars make complex choices simple, so your family stays out of court and out of conflict. Join us online or in person to learn in plain language, ask questions, and leave with clear next steps and a plan that works.
Book Klea For A Presentation
I love educating people about how estate planning can help protect the people and things that are the most important.
Speaking Engagements - Online or In-Person
Ask Klea to speak at your local business or your next group event. Choose the topic that works best for you:
Kids Protection Plan Presentation
Guardian Nomination Workshop
Asset Protection Planning
Special Needs Planning
Something Special For Your Group? Just Ask!
Planning Brings Peace
Facing the future can feel heavy, but it doesn’t have to. I’ve walked many families through the same worries you may be carrying right now, confusion, conflict, or uncertainty about what comes next. Together, we can turn those worries into a plan that protects your loved ones and brings you peace of mind.
From Our Blog
One Death, One Courtroom, One Child – and a Lesson Every Parent Needs to Hear
A Michigan court case shows what happens when a parent dies and no one thought to plan for it. The child had a chronic medical condition, a contentious custody history, and relatives scrambling to get legal authority just to manage her care. The court battle that followed could have gone very differently without years of documented evidence. Here's what every parent needs to know before something like this happens to their family. Read more…
Estate Planning for Unmarried Couples: Protecting the Person You Love
Your partner could be barred from your hospital room - not by hospital policy, but by law. Without a marriage certificate, the person you love most may have no legal authority over your health, your home, or anything you've built together. Here's what unmarried couples need to know. Read more…
Stay Connected, Stay Informed
Estate planning isn’t something you do once and forget. Our monthly newsletter shares practical tips, updates on the law, and encouragement to help you keep your plan, and your peace of mind, up to date.