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Estate Planning Built Around You, Not Around a Law Firm's Convenience

Peterson Estate Planning was built on a straightforward idea: that working with an attorney to protect your family shouldn't feel complicated, impersonal, or out of reach.

Estate Planning Built Around You, Not Around a Law Firm's Convenience

Peterson Estate Planning was built on a straightforward idea: that working with an attorney to protect your family shouldn't feel complicated, impersonal, or out of reach.


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What Peterson Estate Planning Stands For

Most people put off estate planning because the process feels opaque. You're not sure what you'll pay, who you'll actually talk to, or whether the attorney handling your documents has any real sense of your situation.


Peterson Estate Planning was built to remove those barriers. Every client works directly with a licensed attorney — from the first call through final document execution. No paralegal handoffs. No case managers in between. No wondering whether your questions are reaching someone who actually knows your file.



That's not a feature. It's how the firm operates.

A thoughtful approach to protection, planning, and risk management.

A Utah County Practice With Over a Decade of Community Presence

The firm's Utah County office has been serving local families from Lindon, Utah for more than 10 years. What started as a commitment to making estate planning accessible for families and individuals across the Wasatch Front has grown into a multi-state practice serving clients in California, Kansas, Utah, and Washington.



That growth didn't change the approach. Every client — whether they come into the Lindon office or work with us entirely by phone, video, and remote notary — receives the same direct attorney access and the same level of care.

Licensed Across Four States — and Built for Remote Service

Peterson Estate Planning holds active licensure in Utah, California, Kansas, and Washington. For clients outside Utah, the firm uses state-recognized remote notary systems to complete legally valid estate plans without requiring an in-person office visit.


Remote service isn't a workaround — it's a deliberate part of how the firm operates. The process is designed to work entirely online for clients who prefer it, while the Lindon office remains available for those who want to meet face to face.

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Experienced Advisors. Refined Service.

A team focused on professionalism, responsiveness, and trusted relationships.

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From a Basic Will to a Complex Trust — Handled Here

Peterson Estate Planning works with clients across the full range of estate planning situations — from individuals putting a first will in place to families navigating blended household dynamics, business owners integrating succession planning with their personal documents, and anyone whose situation has outgrown a form-based online solution.


If your plan is straightforward, it stays that way. If it's layered, nothing gets simplified at the expense of accuracy.

What Clients Say

Sarah Johnson

Sarah Johnson

Sarah Johnson

Ready to See If It's a Good Fit?

The complimentary 20-minute call is designed exactly for this moment — no commitment, no forms to fill out before you talk to anyone, just a real conversation with your attorney about what you need and how the firm can help.