Estate Plan Finder | Cutler Riley Law

Find the right estate plan for your situation

Answer a few questions. We’ll suggest documents and next steps. No legal advice until you talk with us.

Estate planning questions

Do you want a plan in place for what happens at death?

E.g., who receives assets, who is in charge, and how debts/taxes are handled.

Please choose an option.

Is avoiding probate court important to you?

In Utah, probate can usually be avoided with proper planning.

Please choose an option.

Do you own any real estate?

Homes, rentals, land, or out-of-state property.

Please choose an option.

Do you have minor children or dependents?

If yes, you can nominate guardians and control distributions.

Please choose an option.

Do you want a plan for incapacity?

E.g., who can help with finances and medical decisions if you cannot.

Please choose an option.

Are you interested in creditor protection planning?

For personal liability risks not covered by insurance.

Please choose an option.

Is your household income above $250,000?

May affect tax and trust strategies.

Please choose an option.

Are you planning to sell an asset with significant capital gains?

Such as a business, rental, or stock with low basis.

Please choose an option.

May we process your answers to generate suggestions?

This tool is informational only and not legal advice. Submitting does not create an attorney-client relationship.

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