Estate Planning Attorneys in Arizona & Utah

Personalized Estate Planning, Wills, Trusts, Probate & Asset Protection for Individuals, Families, and Business Owners

ESTATE PLANNING SERVICES

Elysium Legal is here to provide expert will and trust services. Our experienced team offers personalized solutions for your estate planning needs. Let us walk you through it step by step, making the process easy and comfortable. Ensuring your loved ones’ future doesn’t have to be a confusing or scary process.

What is a Trust?

A trust is a legal arrangement that allows a third party, called a trustee, to hold and manage assets on behalf of one or more beneficiaries. Trusts can be customized to specify exactly how and when assets are distributed. Unlike wills, trusts take effect as soon as they are created and can be used to manage and distribute property during your lifetime, at death, or afterward.

How Does a Trust Work?

A Trust involves two key steps: Creation and Funding.

Creation: Your attorney or chosen representative prepares the trust document according to your wishes.

Funding: After the trust is created, assets must be transferred into it for the trust to function. An unfunded trust does not accomplish its purpose.

Trust Funding

We provide comprehensive guidance to help you fund your trust, including a detailed checklist and ongoing support to ensure progress and resolve any issues. Funding typically takes one to three months.

Examples of some of the assets that can or should be transferred into your trust:

  • Real estate
  • Bank and investment accounts
  • Retirement accounts
  • Life insurance policies
  • Business interests
  • Personal property

Completing this step is essential for your trust to work as intended.

Who Is This Service For?

A trust can benefit a wide range of individuals, whether your situation is simple or complex. It may be right for you if you:

  • Are building or protecting wealth
  • Young families with children
  • Have a blended or complex family structure
  • Have children with special needs
  • Require unique customization
  • Have a higher net worth
  • Wanting to avoid Probate
  • Approaching retirement

Meeting with our team allows us to assess your circumstances and design a trust tailored to your needs.

What is a Will?

A will is a legal document that outlines your wishes for how your assets should be distributed and who will care for any minor children after your death. A will only becomes effective upon your passing and must go through probate—a court-supervised process that validates the will, settles debts, and distributes your estate to the rightful heirs.

How Does a Will Work?

  • Names guardians for minor children
  • Requires probate for validation and execution
  • Can be updated as your circumstances change

Do I Need a Will, a Trust, or Both?

Both wills and trusts are essential tools in estate planning, each serving unique purposes. Understanding the differences between them is the first step toward creating a comprehensive plan that ensures your wishes are honored.

Because estate and financial planning can be complex, we recommend consulting with a professional estate planning attorney. Our team will help you design a plan tailored to your specific needs and goals.

What Does This Include?

  • All necessary documentation
  • Meeting with a licensed attorney
  • Personalized legal structures
  • Living Trust, Last Will & Testament
  • Step-by-step support through trust creation and funding
  • Power of Attorney
  • Advanced Health Directive

Estate Planning Services in Arizona & Utah

Planning for the future is one of the most important decisions you can make for yourself and your loved ones. A comprehensive estate plan provides peace of mind by ensuring your assets are protected, your wishes are honored, and your family has clear legal guidance when they need it most.

At Elysium Legal & Tax – Estate Planning, our experienced estate planning attorneys help individuals, families, retirees, and business owners throughout Arizona and Utah create personalized estate plans that reflect their goals, values, and financial circumstances. Whether you’re preparing your first will, establishing a living trust, protecting family assets, or planning your business succession, we’re here to guide you every step of the way.

Unlike generic online forms, every estate plan we prepare is tailored to your unique needs and designed to comply with the laws of your state. Our goal is to simplify the process while providing long-term protection for your family and your legacy.

business succession planning
ESTATE PLANNING PROCESS

The Estate Planning Process

At Elysium Legal & Tax – Estate Planning, we've created a straightforward process designed to make estate planning simple and stress-free.

1

Initial Consultation

We begin by learning about your family, financial situation, assets, and long-term objectives.

2

Personalized Legal Strategy

Based on your goals, our attorneys recommend the legal documents and planning strategies best suited to your needs.

3

Document Preparation

Your customized estate planning documents are professionally prepared and reviewed with you to ensure everything is accurate and easy to understand.

4

Signing & Implementation

Once finalized, we help execute your documents properly and explain any next steps.

5

Trust Funding Guidance

If your estate plan includes a trust, our team provides guidance on transferring appropriate assets into the trust so it can function as intended. Elysium also offers ongoing support during the trust funding process.

Why choose us

Why Choose Elysium Legal & Tax – Estate Planning?

Choosing the right estate planning attorney is an important decision. Our clients trust us because we focus on education, personalized service, and long-term relationships.

We believe estate planning should provide confidence—not confusion.

When you work with our team, you receive:

✔ Experienced estate planning attorneys
✔ Customized legal strategies
✔ Personalized one-on-one guidance
✔ Clear explanations without confusing legal jargon
✔ Comprehensive estate and tax planning
✔ Support throughout Arizona and Utah
Ongoing assistance as your life and goals evolve

ESTATE PLANNING GUIDE

Do You Need a Will, a Trust, or Both?

Many people assume they only need either a will or a trust. In reality, many estate plans benefit from using both documents together because they serve different legal purposes.

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A Will

A will directs how assets are distributed after death and names guardians for minor children.

🛡️

A Living Trust

A living trust allows assets placed into the trust to be managed during your lifetime and may help beneficiaries avoid probate for those assets.

Our Recommendation

Our attorneys will evaluate your personal circumstances and recommend the estate planning tools that best fit your goals.

Serving Families Throughout Arizona & Utah

Our attorneys proudly serve clients throughout Arizona and Utah with comprehensive estate planning solutions tailored to each family’s unique needs. Whether you’re planning for retirement, welcoming a new child, purchasing a home, growing your business, or preparing for the unexpected, we are here to help you create an estate plan that protects what matters most. The firm serves clients through offices in South Jordan, Chandler, Mesa, and Tucson.

ESTATE PLANNING

What Is Estate Planning?

Estate planning is the legal process of organizing your financial, personal, and healthcare decisions so they can be carried out according to your wishes if you become incapacitated or after your passing. A well-designed estate plan helps ensure your loved ones are protected, minimizes legal complications, and provides clear instructions regarding your assets and personal affairs.

Protect your spouse and children
Avoid unnecessary probate when appropriate
Preserve family wealth
Appoint trusted decision-makers
Reduce potential estate tax exposure where applicable
Protect business interests
Prepare for unexpected incapacity
Leave a lasting legacy for future generations

No matter your age or financial situation, estate planning is an important investment in your family's future.

ESTATE PLANNING SERVICES

Our Estate Planning Services

Our attorneys provide comprehensive estate planning solutions designed to meet the needs of individuals, families, retirees, and business owners.

Wills

A Last Will and Testament allows you to determine how your assets will be distributed, nominate guardians for minor children, and appoint a personal representative to administer your estate.

Living Trusts

Living trusts allow many assets to pass outside of probate while providing flexibility, privacy, and continued management of your property during your lifetime. Trusts can often simplify the transfer of assets to your beneficiaries.

Estate Tax Planning

Our attorneys develop strategies that help preserve your estate and maximize the efficient transfer of wealth while considering applicable tax laws.

Powers of Attorney

A Durable Power of Attorney allows someone you trust to make financial and legal decisions if you become unable to act for yourself.

Advance Healthcare Directives

Advance healthcare directives document your medical treatment preferences and designate someone to make healthcare decisions on your behalf when necessary.

Probate & Trust Administration

Our attorneys assist executors, trustees, and families with probate proceedings, estate administration, trust administration, and related legal responsibilities following the death of a loved one.

Asset Protection Planning

We help clients structure their estate plans to better safeguard personal and business assets while supporting long-term financial goals.

Business Succession Planning

Business owners need a plan for the future. We help create strategies that provide for a smooth transition of ownership while protecting employees, family members, and the long-term success of the business.

THE ELYSIUM ESTATE PLANNING PROCESS

Complete Your Intake & Schedule Your Consultation

You begin by completing a short intake form so we can understand your goals, family, and financial situation.
Once your intake is complete, we schedule a consultation with an attorney or qualified professional to review your needs and answer your questions.

Meet With Your Attorney or Professional

During your consultation, you will discuss your estate planning goals and receive guidance on the best structure for your situation.

Create Your Estate Plan (Trust or Will)

Based on your consultation, your legal documents are prepared. This typically includes either a Trust or a Will, along with any supporting documents needed for your plan.

Work With Our Funding Coordinator

After your Trust is created, you are introduced to our Funding Coordinator. They help guide you through the process of properly transferring and aligning your assets so your Trust is fully funded and works as intended.

Explore Our Additional Services (Optional)

Once your estate plan is complete and funded, you may choose to explore our broader suite of services, including:

  • Financial planning
  • Retirement planning
  • Wealth management
  • Tax Planning

MEET THE TEAM

South Jordan, Utah

Jason Haymore

Estate Planning Attorney

Russell Evans

Estate Planning Attorney

Dennis Astill

Estate Planning Attorney

Callie Stillman

Estate Planning Professional

Connor Savas

Paralegal

Shelly Smith

Paralegal

Lauren Evans

Intake Specialist

Jennifer Valentina

Funding Coordinator

Josh Atkinson

Director of Business Development

Tucson, Arizona

Lindsay Glenn

Estate Planning Attorney

Lauren Paun

Legal Assistant

Mesa, Arizona

Mark Waldron

Estate Planning Attorney

PAYMENT PORTAL

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CONTACT US

Give us a call or send us a message. We are here to help!

Call Us

Get in touch with one of our receptionists at Elysium so they can get you in touch with the right person.

1 (800) 506-9039

Message Us

Fill out a quick online form and we will get your questions directed to the correct department.

Contact Us

Frequently Asked Questions

1. What does an estate planning attorney do?

An estate planning attorney helps you create legal documents and strategies to protect your assets, provide for your loved ones, minimize potential legal issues, and ensure your wishes are carried out if you become incapacitated or pass away.

2. When should I create an estate plan?

It’s best to create an estate plan as soon as you become an adult with assets, start a family, purchase a home, own a business, or experience any major life change. Estate planning is beneficial at every stage of life.

3. What documents are included in an estate plan?

A comprehensive estate plan may include a Last Will and Testament, Living Trust, Durable Power of Attorney, Advance Healthcare Directive, beneficiary designations, and other documents tailored to your specific needs.

4. What is the difference between a will and a living trust?

A will directs how your assets are distributed after your death and generally goes through probate. A living trust allows assets placed in the trust to be managed during your lifetime and may help beneficiaries avoid probate for those assets.

5. Can estate planning help my family avoid probate?

Depending on your circumstances, certain estate planning tools—such as properly funded living trusts and beneficiary designations—can help reduce or avoid probate for some assets. An attorney can recommend the best approach for your situation.

6. How often should I update my estate plan?

You should review your estate plan every three to five years or whenever you experience a significant life event such as marriage, divorce, the birth of a child, retirement, purchasing property, or changes in your financial situation.

7. Can business owners benefit from estate planning?

Yes. Business owners should include business succession planning in their estate plan to help ensure a smooth transition of ownership, protect business assets, and support the long-term success of the company.

8. What is a power of attorney?

A power of attorney is a legal document that authorizes someone you trust to make financial or legal decisions on your behalf if you become unable to manage your own affairs.

9. Why is asset protection important in estate planning?

Asset protection strategies can help preserve your wealth, safeguard property from certain risks, support efficient wealth transfer, and provide greater financial security for your beneficiaries.

10. Why choose Elysium Legal & Tax for estate planning?

Elysium Legal & Tax provides personalized estate planning services for clients throughout Arizona and Utah. Our experienced attorneys develop customized legal strategies focused on protecting your family, your assets, and your long-term legacy.