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Smart, Schofield, Shorter & Lunceford Attorneys at law - A Professional Corporation
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Estate Planning & Probate

For many years, attorneys at Smart, Schofield, Shorter have been advising and preparing estate plans that fulfill their clients’ wishes. The specific desires, needs and facts surrounding a client’s estate are discussed in order to determine what and how estate planning documents need to be drafted.

All persons should be cautious when purchasing any software to aid them in preparing their own estate planning and probate documents, as the law regarding estate planning varies according to the state of your residence or domicile. Individuals spend a large portion of their lives accumulating assets and wealth, and our attorneys draft the estate planning documents in accordance with Utah law, taking into account tax consequences and other factors, to ensure your assets are properly cared for and distributed after your death.

For more than thirty (30) years, attorneys have provided some of the following estate planning documents to clients:

  • Trust
    • Joint Trusts
    • Single Person Trusts
    • Estate Tax Planning Trusts
    • Irrevocable Trusts
    • Asset Protection Trusts
    • Trust Amendments
    • Special Needs Trusts
  • Last Will and Testament, including Statement of Tangible Personal Property
  • Durable Power of Attorney (for Finances)
  • Utah Advance Health Care Directive
  • Deeds to Transfer

Smart, Schofield, Shorter also provides estate administration services.  Upon the death of a loved one, attorneys examine the estate to determine the best manner in which to proceed to properly administer the estate, including whether documentation needs to be filed with the probate court.  Following are some of the documents drafted to help with estate administration:

  • Informal or Formal Probate Documents
    • Application for Probate and Appointment of Personal Representative
    • Acceptance of Appointment
    • Waiver of Notice and Consent
    • Letters Testamentary or Administration
    • Notice to Creditors
  • Personal Representative’s Deed
  • Small Estate Affidavit
  • Severance of Joint Tenancy Affidavit
  • Receipt, Release & Waiver
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