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Wills and Trusts

Estate-Planning

Trustworthy Orem Lawyers Draft Wills and Trusts

Utah attorneys provide reliable asset protection and succession instruments

Estate planning is intended to help you protect yourself and your possessions and transfer your wealth to the appropriate persons at the appropriate time. Wills and trusts are essential instruments for accomplishing those goals. At Skabelund Wirig & Loos, we provide reliable will and trust services tailored to your specific circumstances. Because it is never too soon to put protections in place for yourself and your loved ones, our knowledgeable estate planning attorneys are ready to listen and advise you on these important services.

Drafting, reviewing and updating your will in Orem, UT

A will allows you to express your affection for your loved ones and to decide how your wealth can best be used after your passing. If you don’t have a will, your final thoughts go unspoken, and the state decides who gets your property. Our knowledgeable lawyers can draft a will according to your wishes, making sure it meets all the formalities to be valid in a court of law.

With the advent of the internet, many people have attempted to self-execute a will with downloaded forms. The results are hit and miss, and a testator’s “rookie” mistakes often render a will invalid in whole or in part. Common mistakes include:

  • Ambiguous references to heirs, causing confusion about who should inherit
  • Leaving certain assets out of the will, leading to partial intestacy
  • Inserting impracticable provisions that the court cannot impose
  • Neglecting necessary formalities, such as having an impartial witness, so the will is not validly executed

We are happy to review self-executed wills to cure any defects. We are also happy to review a will you may have executed a few years ago. It is a good practice to review a will every three years or so, to update its terms based on changes in your circumstances.

Besides your last will and testament, you may also have heard of a living will. Also called an advance directive, a living will allows you to state the range of lifesaving medical interventions you are comfortable with at your stage in life.

Establishing trusts for asset protection and inheritance

Although wills are relatively simple documents to execute, they do not give a testator many options and do not afford the greatest level of protection for the testator and beneficiaries. A comprehensive estate plan should include appropriate trusts tailored to your circumstances.

A living trust is one you create while you are alive, to hold your assets for your use and to transfer those assets when you pass. When you create the trust, you technically no longer own the assets, so that wealth is protected from creditors or anyone who might sue you for a car accident or other liability. You can also use a trust to help you qualify for Medicaid, to protect against a long-term nursing home stay that could force you into insolvency. There are also types of trusts, contained in your will, that come into being at your passing.

A trust is often a better way to convey wealth to your heirs than a will, because you can avoid estate and gift taxes and you can place conditions on your gift to protect the recipient. For example, if you have a special needs child, you can arrange for a monthly allowance sufficient to provide security, but not so much to disqualify your child from government benefits. If you have an heir whom you cannot trust with a lump sum, you can create a spendthrift trust to disburse funds at regular intervals, based on meeting certain conditions, such as remaining drug- and alcohol-free. You can also provide for a current spouse while protecting the inheritance interests of your children from a first marriage.

Just as it’s important to review your will, you may want to review the terms of your trusts from time to time, although your power to amend a trust differs depending on whether the trust is revocable or irrevocable. Trusts are flexible instruments we can tailor to your precise needs after discussing your circumstances and goals. Trusts that survive the grantor require a reliable trustee to manage them. Our knowledgeable estate planning attorneys often serve as trust administrators to ensure assets are protected and beneficiaries receive the full value you intended them to have.

Contact our attentive lawyers for wills and trusts in Orem, UT

Wills and trusts are essential for estate planning, but those instruments are only as good as the advice you get creating them. Skabelund Wirig & Loos provides trustworthy and attentive counsel for executing wills and establishing trusts. To speak with a knowledgeable attorney, call 801-788-4447 or contact our Orem office online to schedule a free consultation.

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Our Office
  • Orem Office
    1149 West Center Street
    Orem, Utah 84057
    Phone: 801-222-9700
    Fax: 801-224-9960
Client Testimonials
  • "Steve Skabelund is Excellent! He has helped out many of my family and friends with getting their Will and Trust documents in order. He is friendly, quick at getting the job done and does it at a fee that is affordable. I would highly recommend Steve to anyone who is considering having these types of services done. Thanks Steve for a job well done!"  -Lorie P., 5.0 rating ★★★★★

  • "My company and I have been working with Brent Wirig for a couple of years now and he has been crucial to the success of our small business. He is knowledgeable and gets things done in a timely manner. He is also very easy to reach. We have used his expertise on everything from the original business paperwork, to taxes, and client contracts. Would highly recommend Skabelund Wirig and Loos."  -Michael, 5.0 rating ★★★★★

  • "We have had such a positive experience with Brent Wirig as our family estate planning attorney. He also has helped us with the organization documents for our new business and explained everything clearly. He works fast and has a deep concern for each client! We will definitely be using him for any future needs!"  -Danielle S., 5.0 rating ★★★★★

  • "Steve has been our family attorney for over 15 years. Over the years Steve has been there to help us with our estate planning needs. Every time I would leave on a vacation without the kids I would have panic attacks about not having my estate in order. We have a special needs son so that added to my anxiety. Steve helped us plan for our future with how to structure our estate to best meet the needs of our family. Now I can go on vacation and leave at least that worry behind. A few months before our son turned 18 we had to petition the court to become our son's legal guardian. Steve was there to make sure everything was in order. It was a smooth process. I would highly recommend Steve and his associated to take care of your Family Law needs!!"  -Teri T., 5.0 rating ★★★★★

  • "I felt like an actual person, rather than just another number! Steve Loos was great in getting back with me when I needed to talk to him. The Bonus part of my experience with Steve is I actually got a portion of my retaining fee back!! That NEVER happens! Thank you Tiffany Hedges for the referral! You all are amazing!"  -Dana D., 5.0 rating ★★★★★

  • "Brent is one of the most thorough and efficient attorneys that I have worked with as a client. He will go the extra mile for you. Also, you actually feel that he cares about you as an individual!"  -Peter S., 5.0 rating ★★★★★

  • "Stephen Loos is a great combination of being pleasant and competent, which is rare nowadays. I highly recommend Stephen for your legal needs."  -IIdar F., 5.0 rating ★★★★★

  • "Brent Wirig just helped us with our estate planning documents and he was extra great to work with. We highly recommend him."  -Catherine C., 5.0 rating ★★★★★

  • "Brent Wirig is very helpful and explains things I don't understand in a clear and concise way. He is easy to work with and willing to go the extra mile to help out."  -Annie S., 5.0 rating ★★★★★

  • "My review is a little slow however we worked with both Stephen Loos and BJ on multiple things and they were awesome!! Professional, friendly, knowledgeable and always willing to accept a call and answer any questions! Great guys!"  -Jennifer B., 5.0 rating ★★★★★