Your Life Changed, Your Plan Should Too: A Utah Estate Plan Update Guide
Use this Utah estate plan update guide to spot life change triggers, align your trust and beneficiaries, and keep your plan usable for your family.
Estate & Legacy Planning for Peace and Protection
Our estate planning classes and webinars make complex choices simple — so your family stays out of court and out of conflict. Join us online to learn in plain language, ask questions, and leave with clear next steps and a plan that works.
Trusted by 100+ families
Live online sessions
Plain-language guidance
Why Attend
Estate planning is one of the most loving things you can do for your family.
Most families avoid estate planning because it feels overwhelming, confusing, or final. Our sessions are different. We replace legal jargon with clarity, and turn fear into a calm, confident plan. Whether you're starting from scratch or revisiting an old will, you'll leave knowing exactly what to do next — and why it matters.
Free Webinar
On-Demand Webinar: Life & Legacy Planning
Learn how to keep your loved ones out of court and out of conflict with Klea’s free on-demand Life & Legacy Planning class. In this short presentation, you’ll discover the essential tools every family needs, how to prepare clear instructions, and the simple steps to create a plan that truly works in real life.
Watch at your own pace, understand your options in plain language, and take the first step toward peace of mind.
60 minutes
Live online
What you'll learn:
Will vs. Trust: What's the Difference and Why It Matters
Why Most Estate Plans Don't Work
How to keep your family out of probate court
The simple next steps to protect your loved ones
Continue Your Journey
Start with our free foundational webinar, then continue with a deeper, more personalized strategy designed around your family, your values, and the legacy you want to leave.
Advanced Session · Webinar
Legacy Alignment Pathway
A deeper, more strategic session designed to align your estate plan with your long-term goals, family dynamics, and legacy vision. We move beyond documents to focus on the relationships, values, and conversations that make a plan truly work.
Explore Our Educational Workshops
A curated library of presentations across four pillars of legacy planning. Available for individuals, organizations, and group events — online or in-person.
Estate & Legacy Planning for Peace and Protection
Foundational knowledge to help every family build a plan that actually works.
Estate and Legacy Planning: How to Keep Your Family Out of Court and Conflict
Don't Fail Your Loved Ones: Why Most Estate Plans Don't Work
Will vs. Trust: What's the Difference and Why It Matters
The 6 Phases of Trust Administration: What They Are and Why They Matter
Estate Planning Bingo: A fun and engaging way to learn estate terms
Empowering Fiduciaries & Family Advocates
Tools and clarity for the people entrusted with carrying out a family's wishes.
Master the Role of Power of Attorney or Trustee (Advocates Academy Series)
How to Safely Turn Over Your Health or Financial Decisions to a Family Member or Fiduciary
Future-Ready Caregiving: Practical Tools and Legal Essentials
Purpose-Driven Planning & Relationship-Centered Education
Move beyond paperwork to plans rooted in values, communication, and connection.
FamilyCare Academy: Infusing Purpose Into Estate Planning — Transforming Conflict into Connection
FamilyCare Academy: Meaningful Healthcare Conversations — Preparing Your Advocates and Agents
FamilyCare Academy: Communication — The #1 Tool for Family Connection
Next-Generation & Emerging Adult Planning
Empower young adults and young families with the basics of protecting what matters.
Adulting 101: Estate & Kids Protection Planning for Young Families
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
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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.
