Our Process

Beginning your estate plan is a big step, so our process is designed to help you build confidence every step of the way. Within about 8 weeks, you can have a comprehensive estate plan that will protect your family against any eventuality, even the worst.

At Platt Law, we strive to be as efficient as possible, while still retaining our humanity. All new planning clients begin with an initial meeting (typically 2 hours in duration), during which you will find out what would happen to your family given the planning you currently have in place.

If there’s a conflict between your current plan and what you would like to have happen and we both feel that our working relationship is a good fit, we can often design your new plan within the first meeting.

There is no charge for this initial consultation. However, because we are busy people and have a limited number of appointments, we ask for a credit card number to reserve your appointment. The card is only charged if you cancel within two weeks of the appointment and do not reschedule, or do not show up for your appointment.

Currently, we offer 3 Levels of Planning, and will work with you to help you determine which planning level and fee are best for your family. Our fees begin at $1,500, and are all-inclusive. There will be no surprise bills in the mail, and you work with us to design the plan that will give your family the greatest peace of mind. If you do not feel that the benefits of the planning you do with us far outweigh the costs, there is no obligation.

Sometimes, depending on the level of planning you choose and the complexity of your situation, a second planning meeting is required. But once your plan has been designed to your satisfaction, you will return to our office approximately 4-6 weeks later to sign your documents. At this point, you and your family will be totally protected in the worst-case scenario of your death or incapacity.

At this point, most lawyers call it a day. But we see the signing of these documents as the beginning of our relationship with your family. Laws change, your assets change, and your plan will need to change as well. That’s why we will communicate with you on a regular basis, and gather your input on the decisions that most affect your family. We offer a review of your plan every three years at no additional charge to you.

If you’re looking for this personalized level of estate planning, please contact us.

 

From within Utah County and Salt Lake County, our law firm represents estate planning and elder law clients from Alpine, Highland, Lehi, American Fork, Saratoga Springs, Eagle Mountain, Sandy, Draper, Herriman, South Jordan, Pleasant Grove, Salt Lake City, Lindon, Provo, Orem, Spanish Fork, Payson, Santaquin, and Springville. The Utah Law Firm of Platt Law, P.C. focuses on Utah estate planning, wills, trusts, estates, probate administration, asset protection, Medical Assistance planning, Medicaid planning & eligibility, Veterans Benefits planning, VA Aid and Attendance planning, elder law, business succession planning, family limited partnerships, real estate and transactional law. With years of experience, attorney RobRoy Platt is an experienced estate planning attorney, trust attorney, probate attorney, asset protection attorney, Medicaid attorney, Veterans Benfits attorney, and elder law attorney. Melissa Platt is an experienced business succession attorney, trust attorney, estate planning attorney, and real estate attorney.