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Utah Estate Planning Questions & Answers
1 Answer | Asked in Estate Planning, Probate and Contracts for Utah on
Q: How can I get a copy of a will/ probate/ trust, to determine if revocable or not?

I have an elderly uncle who is MR/DD. What I was told, is when his parents died they set up a trust that had money and included a home where he would live in order to provide for him. I believe that the terms of the trust have been breached. Before moving out of state, the trustee signed a... View More

Wesley Winsor
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Wesley Winsor
answered on Apr 28, 2017

Unfortunately, at this point, you do not have standing to demand to see the the trust. You would first need to petition to have a guardianship or a conservatorship over your uncle. Otherwise, if your uncle has capacity he could give you a limited power of attorney to inspect the trust document. I... View More

1 Answer | Asked in Estate Planning for Utah on
Q: If I am the successor, and someone out of the family gives away my father's belongings how do I get them back?
Wesley Winsor
PREMIUM
Wesley Winsor
answered on Apr 28, 2017

When you say you are the successor trustee are you saying that the original trustee died and now because you were the successor trustee you are currently the trustee?

If you are the trustee and someone else has given away some of the trust property without authority, then that person has...
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1 Answer | Asked in Estate Planning and Probate for Utah on
Q: Brother passed no wife or children he received everything from grandparents only uncle cos r leftcan I enter his house

Igrandparents left everything to my brother when he passed he had no kids no wife no other siblings there's an uncle and cousin someone has filed papers for probate against the will as his brother do I have the right to go and is home do I need to notify the police before entering or do I... View More

Wesley Winsor
PREMIUM
Wesley Winsor
answered on Apr 28, 2017

Great question. You do not possess any inherent authority by virtue of being his brother to possess or enter the home. You are from the sounds of it, in highest priority of appointment for personal representative.

Someone (sounds like a creditor) has started a probate action. They are...
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1 Answer | Asked in Estate Planning for Utah on
Q: Whar r my rights if i live with my aunt
Wesley Winsor
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Wesley Winsor
answered on Apr 28, 2017

I am not sure what you are referring to? What are your rights to what? How old are you? Is she your guardian?

Please add more detail.

1 Answer | Asked in Consumer Law and Estate Planning for Utah on
Q: My Partner and I are JT-only he is on loan. I am executor and sole beneficiary in will. Can I keep the loan when he dies
Paul Waldron
Paul Waldron
answered on Mar 5, 2017

You can, it just depends on whether the bank finds out and demands that there be a refinance or assumption of the mortgage. I have seen where the mortgage company did nothing for years because the house payment continued to be made.

2 Answers | Asked in Estate Planning for Utah on
Q: daughter is per rep of will. son is left cash. mother states "as per my instructions by my daughter, tamra".

do the instructions have to be written down by mother or verbally stated to daughter enough?

son wants money paid in full asap.

daughter wants to pay out a little at a time to where it amounts to nothing $25,000.00 is the amount sister states has been left to son, her brother, by... View More

Paul Waldron
Paul Waldron
answered on Mar 5, 2017

You have asked several questions, but I think the answer to all of them is, it depends on what is stated and directed in the will. You should sit down with an experienced lawyer and have her/him review the will specifically to advise you on what must/must not happen and where there is discretion... View More

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1 Answer | Asked in Estate Planning and Probate for Utah on
Q: My boyfriend of 10 years past away and I found a will that he had wrote so I put in to the judge a probate to get his

Estate his xwife that has his son is contesting the will saying he didn't wright it and bring my criminal past into it saying I'm not a reliable person! Can she do that? She supened my mom??

Paul Waldron
Paul Waldron
answered on Nov 2, 2016

Anyone has the right to contest a will. You will have to meet the prima facie case to show the will is authentic, but they will bear the burden of proof to overcome that once you show the will is valid. You need the assistance of a good probate lawyer to help you with this.

1 Answer | Asked in Estate Planning and Family Law for Utah on
Q: my trust fund was fraudulently taken from me from my mother when she forged my signature. What to do??
Paul Waldron
Paul Waldron
answered on Nov 2, 2016

I think your best solution would be to report this issue to law enforcement to investigate.

1 Answer | Asked in Estate Planning for Utah on
Q: How long is the creditors period in the state of Utah

We are a Fiduciary Trustee and our client is deceased, I would like to know how long is the creditors period in Utah and does the Trustee have a duty to send a Notice to creditors? We are not Personal Representatives, but there are no estate assets so there will not be a formal probate.

William Tyler Melling
William Tyler Melling
answered on Oct 19, 2016

Good question. Usually, creditor claims to an estate expire 12 months after death. That being said, best practice is to notify before distributions are made to beneficiaries. Requirements of fiduciary trustees may be higher, so I would suggest retaining counsel regarding your legal obligations.

1 Answer | Asked in Estate Planning for Utah on
Q: My daughter owns a house. She is having a surgery and in the event that something should happen, she wants to make sure

that her house would go to me, her mother. In Utah what paperwork is required to complete her request. Is that something that we can do, or do we need to hire an attorney.

Brian K Jackson
Brian K Jackson
answered on Feb 2, 2016

If she does it herself, she has to execute the document in her own writing, not handwritten, or you can contact an attorney to make sure the will is legitimate.

1 Answer | Asked in Estate Planning for Utah on
Q: I have lived in my grandparents home for the last 10 years and now the poa in their living trust has removed them

They have plenty in savings to cover the cost but now the poa is telling me i either have to buy the house or get out cause she's gonna sell it. I am a 1/4 share beneificiary in their trust as well. Do I have to get out?

Brian K Jackson
Brian K Jackson
answered on Jan 29, 2016

I would need more information on how the trust is set up and who is named on the deed.

1 Answer | Asked in Estate Planning for Utah on
Q: my dad passed 6 years ago and my mom still wont show me the will what are my legal rights

she is trying to take his name off of the house title.

Terrence H Thorgaard
Terrence H Thorgaard
answered on Oct 21, 2015

Has a probate case been filed? You need to talk to an attorney in your state.

1 Answer | Asked in Estate Planning for Utah on
Q: I received a probabte notice 16016.7 from my mothers trust yet the lawyer says i am not a beneficiary of the trust. Why
Robert Jason De Groot
Robert Jason De Groot
answered on Oct 4, 2015

Not enough facts are given here for an answer.

1 Answer | Asked in Estate Planning for Utah on
Q: if my dad cashed out on a life insurance policy that i was a rider on, and i did not receive what i was entitled.

Is there anything that I can do regarding this?

Terrence H Thorgaard
Terrence H Thorgaard
answered on Sep 14, 2015

In insurance parlance, a "rider" is sort added language to a standard insurance policy. You would have been a beneficiary, not a "rider". If your father cashed out the policy before he died, you are not entitled to the insurance policy proceeds at his death, because no... View More

1 Answer | Asked in Estate Planning for Utah on
Q: My in-laws are moving from Kansas to Utah. Will their TRUST be legal in Utah?
Wesley Winsor
PREMIUM
Wesley Winsor
answered on Sep 8, 2015

You questions is whether their Trust will be legal here in Utah. The answer is generally yes. A trust is nothing more than a contract. There are some laws here in Utah that could affect the distribution of the estate depending on the Trust is written up, but typically that isn't a problem.... View More

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