Probate & Trust Administration

Trust & Probate Administration Lawyers in South Jordan, UT

Experienced Support in Kaysville & South Jordan

At Sandberg, Stettler, & White, we help individuals and families navigate the complexities of Utah’s trust and probate administration processes. Our experienced attorneys can guide people at every step of probate and assist and protect trustees as they work to fulfill a trust creator’s wishes. Not only that, but we can make it possible for loved ones to avoid the stress and expenses of probate through strategic estate planning. 

Whatever your needs, you can confidently turn to our firm. Since 2014, we have served Utahans across the Wasatch Front and earned the trust of thousands. Let our trust and probate administration lawyers in South Jordan know how they can serve you. Schedule a free consultation today. 

Call (385) 481-5276 or reach out to us online. 

What Is Probate?

Probate is a legal process that takes place after someone passes away. It involves validating the deceased person's (the decedent’s) will and distributing their assets to beneficiaries. Utah courts oversee probate to ensure the decedent’s debts are paid and assets are transferred correctly. Probate is often a lengthy and expensive process, which is why many explore ways to avoid it.

What Is Trust Administration?

Trust administration involves managing and distributing assets in a trust after the trust creator's death (the settlor). When someone creates a trust, they transfer assets into it and appoint a trustee to manage it.

During trust administration, the trustee's role is to follow the settlor’s instructions for handling their assets. This can include identifying and valuing assets, paying outstanding debts, and seeing that beneficiaries receive assets.

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Why Choose Sandberg, Stettler, & White?

  • Empathy & Understanding

    We'll treat you with compassion - your concerns are our priority, and we're here to listen and support.

  • Integrity & Experience

    We uphold the highest ethical standards and bring a wealth of experience to every case.

  • Client-Centered Advocacy

    Your success is our success. We tailor our strategies to you and your specific needs.

  • We Speak Your Language

    We'll explain complex legal matters in plain language, ensuring you can make informed decisions.

How to Avoid Probate in Utah 

To avoid probate, you ought to have a comprehensive estate plan. Our highly experienced team at Sandberg, Stettler, & White is here to help you accomplish just that. Primarily, we facilitate the creation of revocable living trusts. These are non-permanent trusts that hold assets during a person’s lifetime. After they pass, a chosen trustee will distribute the assets to beneficiaries, avoiding the time, costs, and effort of probate. 

There are a few other methods for avoiding probate, including:

  • Joint tenancy: This is a form of property ownership where two or more people hold equal shares and have the right of survivorship. When one person passes away, their share automatically transfers to the surviving joint tenant.
  • Life insurance policies and payable-on-death (POD) bank accounts: These designate beneficiaries who will receive funds upon the account holder's or policyholder's passing without going through probate.

If these options or others are right for your situation, you can count on us to help you take advantage of them. 

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Contact Us Today

Let Us Help Secure Your Future

Start here to to get a consultation with our experienced team of compassionate attorneys. Use the form below or call us at (385) 481-5276.

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5-Star Client Reviews

At SSW Law, You're Our First Priority

Read client testimonials in their own words and see the difference a compassionate and dedicated team of advocates can make.

    "Can't Say Enough Good Things"
    SSW Law helped me to enforce my mother's will, set up a trust, deal with the IRS, cash in all her assets, and distribute them to all the heirs. I can’t say enough good things about these guys.
    - John W.
    "Simple and hassle-free estate planning."
    SSW made our estate planning simple and hassle-free. Kohle was very patient and thorough, assuring that we fully understood all of our options. We will continue to use your firm for any changes to our estate.
    - Jeff L.
    "Knowledgable and Responsive"
    They’re awesome. These guys were easy to work with and weren’t trying to bill me for every hour possible. They took care of my family issues like family and my business/contract stuff like efficient professionals.
    - Ryan T.
    "On Top of Things"
    I’ve had a very good experience working with this firm.They worked with me and my parents to get their estate in order and he is very knowledgeable in all things related to the VA.
    - Former Client
    "Kind and Considerate"
    Everyone was so kind, considerate, knowledgeable and helpful as they considered my needs, wants and wishes. They were also considerate of my children as we met together.
    - Nola L.
    "Just a great firm to work with."
    He always was available and explained the legal terms and issues to where we could understand everything. No tricks, no problems, no hidden fees. Just a great firm to work with.
    - Steven M.
    "Very Responsive"
    I worked with Casey for a VA pension application for my father. His analysis was thorough, delivered on time and helped me arrive at a data-driven decision. Casey was also simply nice to work with and very responsive.
    - Former Client
    "He Fights for What's Right"
    Kelly is knowledgeable and fights for what is right. He keeps you grounded throughout the court process and is reassuring. If you need someone to fight for your children he’s the one.
    - Cassie M.