Free Estate Planning Consultation in Utah: Start Protecting Your Family and Your Legacy
When it comes to protecting your loved ones, preserving your assets, and planning for the future, the most important step is often the very first one — meeting with an experienced estate planning attorney. At Cutler | Riley, we offer a free, no-obligation estate planning consultation to help you understand your options, identify potential gaps, and start building a plan that works for your life.
Whether you’re creating an estate plan for the first time or reviewing an existing one, our consultation process is designed to give you clarity, confidence, and a clear path forward — without any pressure or hidden costs.
What Happens During Your Estate Planning Consultation
Your initial consultation is a personalized, one-on-one meeting with an experienced Utah estate planning attorney. It typically lasts about 15 to 30 minutes and is focused entirely on understanding your unique goals and creating a plan that fits your life.
Here’s what you can expect:
✅ 1. Discuss Your Goals and Priorities
We start by learning about your family, financial situation, and what matters most to you — from how you want your assets distributed to who you trust to make decisions on your behalf.
✅ 2. Review Key Planning Areas
We’ll walk you through the essential elements of a comprehensive estate plan, including:
Last Will and Testament: Ensuring your property passes according to your wishes.
Revocable Living Trust: Avoiding probate and protecting your privacy.
Power of Attorney: Appointing someone to manage finances if you’re unable to.
Health Care Directive: Ensuring medical decisions align with your preferences.
Property Deed & Trust Funding: Titling real estate properly to avoid probate.
✅ 3. Identify Gaps and Risks
If you already have an estate plan, we’ll help you identify outdated provisions, missing documents, or legal issues — especially if your documents were created in another state or before significant life changes.
✅ 4. Outline a Customized Strategy
You’ll leave the consultation with a clear understanding of what documents you need, how they work together, and what your estate planning strategy could look like — including costs, next steps, and timelines.
Who Should Schedule a Consultation
An estate planning consultation is helpful for anyone who wants to protect their loved ones and control what happens to their assets, but it’s especially important if:
You own a home or other real estate.
You’re married, have children, or care for dependents.
You own a business or significant investments.
You’re planning for retirement or considering long-term care.
You recently moved to Utah or experienced a major life event (marriage, divorce, new child, inheritance).
You already have estate planning documents and want to review or update them.
Even if you think your situation is “simple,” a consultation can uncover risks you might not have considered — and help you make informed decisions before it’s too late.
What You Should Bring
If this is your first estate plan, you don’t need to bring anything — just yourself and a willingness to discuss your goals and concerns.
If you’re seeking a review or update of an existing plan, please bring any current estate planning documents you’d like us to review, such as:
Wills
Trusts
Powers of attorney
Health care directives
These documents will help us assess whether they still meet your needs and comply with current Utah law.
Why Choose Cutler | Riley for Your Estate Plan
Estate planning is about more than documents — it’s about protecting what matters most. At Cutler | Riley, we bring more than a decade of focused experience in Utah estate planning law and a deep commitment to providing each client with:
Tailored, practical strategies — not cookie-cutter documents.
Utah-specific legal expertise — from probate laws to trust statutes.
Comprehensive planning — from wills and trusts to advanced asset protection.
Ongoing support — for plan updates, property transfers, and future changes.
Our approach is simple: we treat every client as we would treat our own family — with honesty, clarity, and the highest level of care.
Common Questions About Estate Planning Consultations
Is the consultation really free?
Yes. Your initial consultation is always free and comes with no obligation to hire us.
Do I have to make decisions during the meeting?
No. Our goal is to educate and guide you — you can take all the time you need to decide whether to move forward.
Can the consultation be done remotely?
Yes. We offer consultations in person, by phone, or via secure video conference.
How long does it take?
Most consultations take 15–30 minutes, depending on the complexity of your situation.
Next Step: Schedule Your Free Consultation
The best time to plan for the future is now. Whether you’re starting from scratch or reviewing an existing estate plan, your free consultation is the first step toward protecting your loved ones and preserving your legacy.
Contact Cutler | Riley today to schedule your free estate planning consultation in Utah. Let us help you create a plan that gives you peace of mind — now and for generations to come.