Estate administration support
You don't have to figure this out alone.
You’ve just lost someone. Now you’re being asked to manage their estate and everyone is looking to you for answers. We’ll give you a clear roadmap and walk beside you through every step.
You may be in the right place if
You’ve been named successor trustee of a loved one’s trust.
You’ve been appointed executor or personal representative of an estate.
You’re not sure whether the estate needs to go through probate.
You need someone to tell you what to do next.
Two paths, one firm
Whether there's a trust or not, we can help.
Both situations are manageable, but they involve different steps and timelines.
Trust Administration
Your loved one had a revocable living trust. This is the better situation. There’s no court involvement required in most cases. As successor trustee, you have legal authority to act, but you still have real responsibilities: notifying beneficiaries, inventorying assets, paying debts, and distributing property correctly.
- Trustee guidance and legal advice throughout
- Beneficiary notification letters
- Asset inventory and transfer coordination
- Debt resolution and final distribution
Probate & executor support
Your loved one didn’t have a trust, or had assets outside the trust. As executor or personal representative, you’ll likely need to open a probate proceeding in Utah district court. It sounds intimidating, but with the right guidance, it’s a manageable process with a clear end point.
- Probate filing and court representation
- Creditor notice and claims handling
- Real estate and asset transfer
- Final accounting and estate closure
We understand who’s calling
You may be grieving, overwhelmed, or just lost. That's okay.
Estate administration clients come to us in very different situations. Here’s how we approach each one.
The family caregiver
You’ve been managing everything for months, and now you’re the one everyone expects to handle the estate too. We’ll take the legal burden off your plate so you can focus on your family. Call us before you feel ready. That’s what we’re here for.
The appointed executor
You may not even live in Utah. You’ve been named executor and you’re not sure what that means or where to start. We’ll give you a clear roadmap on the first call, step by step, in plain language, with no assumption that you’ve done this before.
The whole family
Multiple siblings. Strong opinions. Unclear instructions. We’ve seen it. As the trustee or executor, your job is to follow the legal documents, not to mediate family dynamics. We’ll help you stay on solid legal ground and keep the process moving.
What to expect
What happens when you call us.
1
Same-week consultation
We prioritize administration matters. You’ll speak with an attorney quickly, not a receptionist or intake coordinator.
2
Clear roadmap
At the first meeting, we’ll tell you exactly what the process looks like for your situation, what the timeline is, and what we need from you.
3
We handle the legal work
Filings, notices, transfers, creditor communications. We manage the legal side so you don’t have to learn it under pressure.
4
Estate closed
We see it through to final distribution and closure, and we’re available for questions at every step along the way.
Common Questions
Questions from trustees and executors.
I don't live in Utah. Can you still help me?
Yes. We work with out-of-state executors and trustees regularly. Most of our communication can be handled remotely, and we’ll tell you upfront if there’s anything that requires your physical presence in Utah.
Does this have to go through probate court?
Not always. If your loved one had a properly funded trust, probate may not be required at all. We’ll review what they had and tell you immediately which path applies to your situation.
What if the siblings disagree?
As trustee or executor, your legal obligation is to follow the documents and act in the best interest of the estate — not to satisfy every family member. We’ll help you understand your duties and stay on solid legal ground throughout.
How long does estate administration take?
Trust administration typically takes three to nine months. Probate in Utah can take six to eighteen months depending on complexity. We’ll give you a realistic timeline for your specific situation on the first call.