Our Family Program
Estate planning isn’t one moment, it’s an ongoing relationship. Our Family Program keeps your will, trust, and powers of attorney updated with yearly reviews, asset checks, and steady support, so your loved ones stay out of court and out of conflict.
Why Most Estate Plans Fail
Most estate plans are created once and never updated. Life changes, assets shift, beneficiaries change, laws evolve, and the plan quietly falls out of date. That’s how families end up in probate, conflict, and costly delays.
The Family Program keeps your plan current and your family protected year after year.
A Membership That Keeps Your Plan Working
The Family Program turns a one-time estate plan into a living, updated system. Each year we review your documents, refresh your asset inventory, and ensure titles and beneficiaries match your wishes. When life changes, you have a team ready to adjust your plan with care.
Everything You Need to Keep Your Plan Current
Your membership includes:
Annual estate plan review with your Personal Family Lawyer
We explain advanced strategies clearly, so decisions feel thoughtful, not rushed.
We design tax-efficient plans, helping you preserve more of what you’ve built.
We focus on family harmony, reducing the risk of disputes among heirs.
We create personalized trust structures, not templated plans.
We offer guidance on legacy goals, philanthropy, and generational wealth.
We coordinate titling, assets, and beneficiaries, ensuring your plan actually works.
We support you long-term, updating your plan as wealth grows or life changes.
How It Works
We make it easy to keep your estate plan updated and working year after year.
We begin with a review of your current plan
We look at your documents, assets, and goals to understand where things stand.
We schedule your annual checkup
Your yearly review is calendared in advance, so your plan never falls out of date.
You get ongoing support all year long
Your secure portal and team provide reminders, updates, and guidance whenever life changes.
Keep Your Family Out of Court and Conflict
Your estate plan should stay clear, current, and dependable, year after year. With the Family Program, we guide every update and support every change so your loved ones are protected when it matters most.
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.
Frequently Asked Questions
You receive an annual legal review, an asset check, and all membership benefits—plus priority support whenever questions come up.
Yes. We start with a Plan Checkup to review your documents and funding, then enroll you if the program is a good fit.
Absolutely. We provide simple guides, checklists, and optional training so your helpers know exactly what to do.
Yes. Your membership includes updates when life events or changes in Utah law require adjustments.
Yes, your funding coordinator helps ensure every account and property stays aligned with your plan.