OUR PROCESS

As your personal will and trust attorneys, it is our goal to make you feel like our number one priority right from the beginning!

Business Meeting
Woman on Computer
Law Firm

INITIAL MEETING

Consultation

In this meeting we will discuss the needs of your family, what your goals are, and propose options and give you the opportunity to decide on exactly what your will or trust will accomplish.

QUESTIONNAIRE

Family and Property Information

Our questionnaire is online and protected in our client portal. The questionnaire asks for things like full legal names, property and basic account information, and includes a section for you to identify who you'd like to serve as a Trustee, Personal Representative, Power of Attorney, and Health Care Agent.

DRAFTING

Estate Plan Architects

Similar to how an architect drafts schematics for buildings, we will draft the specifics of your estate plan. They will be customized to you. Some of the language in an estate plan, will or trust is designed for different readers. For example, some parts of the trust are directed at the IRS. Like an architect drafting plans specific to the electrician, framer, and plumber, we will make the final project easily understood by the targeted reader-you included!

Reviewing CVs
Signing a Contract
Handshake

REVIEW

Reviewing Specific Document Sections

We will provide you the documents as we draft them, but don't worry, we will highlight the areas that we want you to focus on. All of our clients have access to a secure portal that allows you them to view the documents, send messages to us, and upload any documents for us to add to the file.

SIGNING

Virtual or In-Person!

We are one of the first firms in the state to be able to offer a complete virtual experience. We can review your documents online with you, and then Candace can actually walk us through the signing process and notarize your documents as we go. Of course, we still offer an in-home or in-office signing. Everything we do is built around what is most convenient for you and your family!

FOLLOW UP

Funding or Verification

Not all of our packages come with built-in assistance in transferring your assets to your new revocable living trust, however we will follow up with you and provide guidance on how to do it yourself. A great estate plan is only valuable if you know how to use it, so we'll touch base to ensure it is exactly what you are looking for.

These steps are the general process that our estate planning clients will experience. We offer the same steps for everyone from those that just need a simple will to the most complicated trust. Interested in learning more about our process? With us, you can schedule your own free initial meeting directly with our attorneys through the link below!

(801) 896-4740

390 W 400 N
Heber City, UT 84032

(Not open to clients)

We service the whole Wasatch Front because we travel to you or meet with your virtually.

  • Facebook
  • LinkedIn

©2019 by Daybell & Waters, PLLC. 
DISCLAIMER: The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters and electronic mail. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established.