Estate Planning Lawyers for Provo, Utah

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Meet some of our Provo Estate Planning Lawyers

Samuel R. - Estate Planning Lawyer in Provo, Utah
View Samuel
5.0 (67)
Member Since:
October 2, 2021

Samuel R.

Attorney
Free Consultation
Phoenix - Arizona
7 Yrs Experience
Licensed in UT AZ, PA
Widener University Delaware Law School

My career interests are to practice Transactional Corporate Law, including Business Start Up, as well as Real Estate Law, Estate Planning Law, and Intellectual Property Law. I am currently licensed in Arizona, Pennsylvania and Utah, after having moved to Phoenix from Philadelphia in September 2019. I currently serve as General Counsel for a bioengineering company. I handle everything from their Business Transactional Agreements, Private Placement Memorandums, and Corporate Structures to Intellectual Property Assignments, to Employment Law and Beach of Contract settlements. Responsibilities include writing and executing agreements, drafting court pleadings, court appearances, mergers and acquisitions, transactional documents, managing expert specialized legal counsel, legal research and anticipating unique legal issues that could impact the Company. Conducted an acquisition of an entire line of intellectual property from a competitor. In regards to other clients, I am primarily focused on transactional law for clients in a variety of industries including, but not limited to, real estate investment, property management, and e-commerce. Work is primarily centered around entity formation and corporate structure, corporate governance agreements, PPMs, opportunity zone tax incentives, and all kinds of business to business agreements. I have also recently gained experience with Estate Planning law, drafting numerous Estate Planning documents for people such as Wills, Powers of Attorney, Healthcare Directives, and Trusts. I was selected to the Super Lawyers Southwest Rising Stars list for 2024 - 2026. Each year no more than 2.5% of the attorneys in Arizona and New Mexico are selected to the Rising Stars. I am looking to further gain legal experience in these fields of law as well as expand my legal experience assisting business start ups, and also trademark registration and licensing.

Recent  ContractsCounsel Client  Review:
5.0

"Reliable and responsive, was able to get back to me earlier then required to submit my documents."

Zachary D. - Estate Planning Lawyer in Provo, Utah
View Zachary
5.0 (1)
Member Since:
July 26, 2023

Zachary D.

Business Lawyer
Free Consultation
Holladay, UT
17 Yrs Experience
Licensed in UT CT, MT, OK, WY
The George Washington University Law School

Helping small business owners meet their legal needs.

Recent  ContractsCounsel Client  Review:
5.0

"Zachary was great to work with. Highly recommend for estate planning. Thanks so much!"

Tiffany S. - Estate Planning Lawyer in Provo, Utah
View Tiffany
5.0 (8)
Member Since:
January 3, 2024

Tiffany S.

Attorney
Free Consultation
Washington, Utah
10 Yrs Experience
Licensed in UT NM
J. Reuben Clark Law School

Tiffany received her Juris Doctorate from the J. Reuben Clark Law School, Magna Cum Laude. She is admitted to the Utah State Bar and the New Mexico State Bar. She practices in the areas of real estate, general business, business formation, employment agreements, and civil litigation.

Recent  ContractsCounsel Client  Review:
5.0

"Overall great experience, Tiffany was very easy to work with even though we are in different time zones."

Jared S. - Estate Planning Lawyer in Provo, Utah
View Jared
5.0 (1)
Member Since:
October 8, 2024

Jared S.

Attorney
Free Consultation
Utah
20 Yrs Experience
Licensed in UT ID
Gonzaga School of Law

I'm a business and estate planning attorney with more 20 years of experience. I started in private practice and as a prosecutor, then spent years as in-house counsel for an international oil and gas company. Today I run Flex Legal Services in Orem, Utah, where I draft and negotiate contracts, handle business transactions, and serve as fractional general counsel for companies that want steady legal guidance without a full-time hire. I also help families put practical estate plans in place. I'm licensed in Utah, and I speak English and Spanish.

Richard M. - Estate Planning Lawyer in Provo, Utah
View Richard
5.0 (1)
Member Since:
June 18, 2026

Richard M.

Principal Attorney
Free Consultation
Salt Lake City, UT
20 Yrs Experience
Licensed in UT
Drake University Law School

Richard "Rick" Mortensen has practiced law continuously in Utah since 2006. For most of that time, he worked in-house, including stints at two international mining companies, two direct selling/MLM companies, a large ecommerce retailer, and an accounting/fintech firm. He also has extensive litigation experience, having represented plaintiffs and defendants in every stage of litigation, including jury trials and appeals. His current role is as a fractional general counsel for businesses of all sizes.

Recent  ContractsCounsel Client  Review:
5.0

"This was my first commercial lease, and the contract was lengthy and complicated, so I’m very glad I had Rich to help me through it. He was professional, patient, and took the time to explain everything clearly. Since English is my second language, that meant a lot to me. Rich was very thorough in reviewing the contract and took the time to have regular calls with me to walk through questions and details. He also communicated directly with my leasing agent when needed, which helped keep things moving and get some of the issues sorted out. I really appreciated the time and attention he gave throughout the process. His guidance made me feel much more comfortable with my first commercial lease, and I would definitely recommend him to others."

Jared F. - Estate Planning Lawyer in Provo, Utah
View Jared
4.8 (10)
Member Since:
March 4, 2024

Jared F.

Managing Attorney
Free Consultation
Salt Lake City, UT
22 Yrs Experience
Licensed in UT NV
Harvard Law School

Jared Fields is an experienced business lawyer and litigator with experience in diverse industries and practice areas. Prior to launching his own practice, he served as the chief legal officer for a group of privately-owned companies, including a real estate development group, construction companies, multiple franchisees, and a professional soccer team. As a result, he is experienced in real estate transactions, commercial agreements of varying degrees of sophistication, employment matters, and litigation, as well as general business legal advice. He was also an in-house attorney for a renewable energy company, where he was responsible for litigation, investigations, enforcement actions, and related securities filing disclosures. Mr. Fields also spent many years as a litigator in private practice, representing clients in matters ranging from securities litigation, to breach of contract, to cases involving real estate and financial services. Mr. Fields has particular experience in legal matters that may involve complex financial, accounting, valuation, and other quantitative issues.

Recent  ContractsCounsel Client  Review:
5.0

"It has been such a refreshing experience working with Jared. Highly Recommended!"

Simon C. - Estate Planning Lawyer in Provo, Utah
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Member Since:
August 5, 2021

Simon C.

Corporate Attorney
Free Consultation
Utah
22 Yrs Experience
Licensed in UT
Brigham Young University Law School

Corporate counsel with years of in-house experience working with and reporting to board / executive-level and upper management, along with extensive regional / national law firm background in commercial transactions and contracts, complex commercial litigation, and employment matters. Skilled at executing corporate priorities, driving profitability by implementing goal-oriented processes to achieve revenue and productivity targets, and managing company litigation and outside counsel. Recognized for creating policies and practices to address ethical dilemmas and resolving misconduct.

Matt M. - Estate Planning Lawyer in Provo, Utah
View Matt
Member Since:
August 16, 2022

Matt M.

Attorney
Free Consultation
Orem, Utah
19 Yrs Experience
Licensed in UT
Washington & Lee University

I love to learn, and I love solving problems. That's why I became a lawyer, and learned to solve legal problems for individuals and businesses and help them fix things when there's a snag. Touch base if you think I could have something to offer for you or your company. Experienced, results-oriented legal professional whose background and education have established him as a valuable resource in areas of corporate law, franchising, litigation, compliance, mortgages and banking, and more. Practice Areas Include: Corporate law, Franchising, Litigation, real estate, corporate law, civil disputes, insurance representation, corporate counseling, dispute resolution, risk management, regulatory counsel, compliance. Experience involves sophisticated as well as routine corporate structuring and transactions, simple and complex litigation, and written and oral advocacy such as depositions, mediated settlement conferences, trials, appeals, written pleadings and discovery, and case strategy and analysis. Experience managing and litigating disputes between parties and negotiating settlements across the spectrum of civil litigation, including probative discovery, successful motions practice, legal research and writing, appellate practice, and legal consultation to individuals and business entities. Further experience includes digesting and monitoring updates to the legal landscape to advise clients or departments and successfully adapt policies and procedures to assure compliance with applicable laws and regulations as well as to manage risk effectively. For those needing a skilled commercial or corporate lawyer, or for individuals whose rights need persuasive advocacy, I am a valuable resource. Representative work also has involved success on the appellate level, as in Baker Construction Company, Inc. v. City of Burlington and Hawthorne, LLC, North Carolina COA09-13.

Darren W. - Estate Planning Lawyer in Provo, Utah
View Darren
Member Since:
November 5, 2023

Darren W.

Attorney
Free Consultation
South Jordan, Utah
22 Yrs Experience
Licensed in UT AZ, CO, WY
J. Reuben Clark, BYU

My main focus is estate planning and business transactions, but I have had many practice areas throughout my career, including criminal defense and prosecution, civil litigation from neighborhood squabbles to corporate contentions. I have also worked in bankruptcy, family law, collections, employment law, and personal injury. I stand ready to assist in any area to which I feel I can be of service, but will not try to fake it if I do not know the area of law I am being asked to serve in.

Alexander C. - Estate Planning Lawyer in Provo, Utah
View Alexander
Member Since:
August 23, 2025

Alexander C.

CEO
Free Consultation
Tampa, Florida
6 Yrs Experience
Licensed in UT IA, KY, NJ, OR
The George Washington University Law School

I am a solo practitioner that runs my own legal practice. I am currently licensed in 16 states and I'm working to expand that reach.

Bryan F. - Estate Planning Lawyer in Provo, Utah
View Bryan
Member Since:
October 21, 2025

Bryan F.

Partner
Salt Lake City, Utah
26 Yrs Experience
Licensed in UT
J. Reuben Clark Law School, Brigham Young University

Business and Transaction focused attorney with 25+ years of experience in matters ranging from real estate and land use, energy and oil & gas, business acquisitions, mergers & acquisitions, contracts and capital financing.

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Meet some of our other Estate Planning Lawyers

Jerry L. - Estate Planning Lawyer in Provo, Utah
View Jerry
Member Since:
May 17, 2022

Estate Planning Legal Questions and Answers

Estate Planning

Living Trust

Oklahoma

Asked on Dec 31, 2021

Do you review trusts

I am needing a trust and a LLC reviewed. Do you do this type of document review?

T. Phillip B.

Answered Feb 5, 2022

There are attorneys on here would would review those documents. You may want to post this in the area where attorneys respond to your project post.

Read 1 attorney answer>

Estate Planning

Durable Power of Attorney for Finances

Kentucky

Asked on Sep 28, 2025

Who do I get for power of attorney

I need questions answered my husband just passed so do I need to get a power of attorney while I m at my right mind

Randy M.

Answered Sep 29, 2025

A power of attorney (POA) is only effective while the person who created it (the “principal”) is alive. Once the principal dies, the POA automatically ends. That means you cannot use your husband’s POA now that he has passed, and any authority you may have had under a POA he gave you is no longer valid. The law is uniform on this point across all U.S. states. After death, the legal authority to handle someone’s affairs shifts to the executor named in their will or, if no will exists, to an administrator appointed by the probate court. As the surviving spouse, you typically have priority to be appointed as administrator if your husband left no will. This is the process by which debts, taxes, and distributions of property are handled. Why You Should Still Consider a Power of Attorney Although you don’t need a POA for your husband, you may want to create one for yourself while you’re mentally capable. This is an important part of estate planning and ensures that if you ever become incapacitated, someone you trust can step in seamlessly. There are two key types of POA most people establish: 1. Durable Financial Power of Attorney: Authorizes your agent (sometimes called attorney-in-fact) to manage financial matters—paying bills, handling banking, managing property—if you can’t. It’s “durable” because it remains valid even if you lose capacity. 2. Healthcare Power of Attorney (or Healthcare Proxy): Authorizes your agent to make medical decisions if you’re unable to speak for yourself. Most people also prepare a living will/advance directive alongside a healthcare POA. This document sets out your specific wishes for end-of-life treatment so your agent isn’t left guessing. Choosing the Right Agent The choice of agent is vital. This person will hold significant authority, and you should only appoint someone you trust completely. Common choices include an adult child, a close family member, or a trusted friend. In more complex cases, some people name a professional fiduciary or financial institution. When deciding, weigh these factors: • Trustworthiness and integrity: They’ll be in a position to make decisions that directly affect your finances or health. • Financial responsibility: Especially relevant if they’ll be handling your money. • Willingness and availability: Make sure the person accepts the responsibility in advance. • Location: It’s not a strict requirement, but someone nearby can often act more quickly when urgent matters arise. It’s also wise to name a successor agent in case your first choice is unable or unwilling to serve. Immediate Steps After Losing a Spouse Separate from your own planning, you’ll likely need to address your husband’s estate. If he had a will, the executor named there should take the lead. If there’s no will, you can apply to probate court to be appointed administrator. Alongside that, you may need to update your own estate planning documents, review and change beneficiary designations, and notify Social Security, banks, and insurance companies. An estate attorney can guide you through both the probate process and setting up your own documents. The attorneys here on Contracts Counsel would be happy to assist you.

Read 1 attorney answer>

Estate Planning

Power of Attorney

New York

Asked on Nov 17, 2021

I would like to kno if an estate hold harmless form is bad or good in my situation

I have p.o.a of my brother and he has unclaimed funds in Nys I filed for it and the said I had to complete that for b4 they released the funds

Jane C.

Answered Nov 30, 2021

You need an attorney to review your case in order to provide you with an answer.

Read 1 attorney answer>

Estate Planning

Will

Washington

Asked on Dec 11, 2023

I want to leave my house to my grandson but give my daughter the right to live there as long as she lives. What kind of wording is needed in my will in WA State?

I want to leave my house to my grandson but allow his mom (my daughter) to live there through the end of her life. How do I word this in my will? The three of us have always lived together; my wife died recently.

Matthew S.

Answered Dec 16, 2023

You would leave the house to your grandson while granting your daughter a life estate in the property.

Read 1 attorney answer>

Estate Planning

Power of Attorney

Texas

Asked on Feb 14, 2022

Power of Attorney

Revoking power attorney

T. Phillip B.

Answered Feb 18, 2022

Typically anything written which indicates you are revoking it should be sufficient. It should be delivered to your agent. I would also deliver it to any banks or other places where your agent may use the POA.

Read 1 attorney answer>
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