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Estate Planning Attorney — Documents That Actually Fit Your Life

A form can generate paperwork. An attorney builds a plan — one that reflects your family, your state's laws, and what you actually want to happen.

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At Peterson Estate Planning, every estate plan is drafted by a licensed attorney, reviewed with you directly, and specific to the state where you live. You work with your attorney through every step — not a paralegal, not a case manager, not a form-generation system.



Multi-state licensure in California, Kansas, Utah, and Washington means remote clients across all four states receive the same direct attorney access as clients who walk into the Lindon office.

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

What a Complete Estate Plan Covers

Estate planning isn’t one document – it’s a set of decisions that work together. A complete plan includes the following documents and is typically $1,500, depending on your family structure, assets, and goals.


  • Living Trust — Transfers assets to your beneficiaries without probate court, with more flexibility and privacy than a will alone


  • Pour-Over Will — Ensures all assets transfer to your trust, names who raises your minor children, and who administers your estate


  • Durable Power of Attorney — Names someone to manage financial decisions if you become incapacitated


  • Healthcare Directive — Documents your medical treatment preferences and names a healthcare agent to carry them out


No two plans look identical. The right combination depends on what you own, where you live, who your beneficiaries are, and what you want to avoid.

Why Working With a Licensed Attorney Produces a Different Result

Online self-service platforms are built for convenience. What they cannot do is give you legal advice, adapt your documents to your state's specific requirements, flag issues your situation presents that a form won't catch, or be available when your life changes and your plan needs to change with it.



At Peterson Estate Planning, the attorney who drafts your documents is also the person you call when you have questions — before, during, and after your plan is complete. Annual reviews, follow-up questions, and plan updates are included. There's no separate invoice each time your family grows, moves, or changes.


That's a different relationship than a form and a PDF download.

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Estate Planning Services

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Wills

A will directs who receives your assets and, if you have minor children, who raises them. It is the foundation of most estate plans and the starting point for families putting documents in place for the first time.

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Living Trusts

A living trust transfers your assets to your beneficiaries outside of probate — privately, efficiently, and without court involvement. It is one of the most effective tools for families who want a straightforward transfer process after death.

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Irrevocable Trusts

Irrevocable trusts serve specific purposes — long-term asset protection, removing assets from a taxable estate, and Medicaid planning among them. They require more planning upfront and are appropriate for specific situations rather than every estate plan.

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Powers of Attorney

A durable power of attorney names someone to manage your financial and legal affairs if you become incapacitated. Without one, a court decides who that person is.

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Healthcare Directives

A healthcare directive documents your treatment preferences and designates a healthcare agent to speak for you if you cannot speak for yourself. It removes ambiguity for your family at an already difficult moment.

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Estate Planning Packages

For clients who need a complete set of documents at a defined price point, the firm offers tiered estate planning packages covering the core documents most families need.

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Complex Estate Planning

Blended families, business owners, multi-state asset holders, and clients with specific tax or asset protection goals often need planning that goes beyond standard documents. Complex estate planning engagements are customized to the situation.

Common Questions About Estate Planning

  • What is included in a complete estate plan?

    A complete estate plan typically includes a will, a financial power of attorney, and a healthcare directive at minimum. Many clients also include a living trust to avoid probate. The right combination depends on your family structure, asset types, and what you want to happen — your attorney will walk through each component before any documents are drafted.

  • How long does the estate planning process take?

    Most straightforward plans are completed within two to four weeks from the initial consultation. More complex situations — blended families, business succession integration, irrevocable trust structures — take longer depending on the decisions involved. Your attorney will give you a realistic timeline at the start of the engagement.

  • What states does Peterson Estate Planning serve?

    The firm is licensed in California, Kansas, Utah, and Washington and serves clients remotely across all four states using state-recognized remote notary systems.

  • Do I need a trust, or is a will enough?

    It depends on what you own and what you want to avoid. A will alone goes through probate — a court-supervised process that takes time, costs money, and is public record. A living trust transfers assets outside of probate. For many families, a trust is worth the additional upfront investment. Your attorney will explain which approach fits your situation during the consultation.

  • How much does an estate planning attorney charge?

    Peterson Estate Planning offers transparent, tiered package pricing rather than hourly billing — so you know what your plan costs before you commit. Pricing is discussed during the free 20-minute consultation.

  • What happens after my plan is complete?

    Annual reviews, follow-up questions, and plan updates are included. If your family grows, your assets change, or you move to another state, your plan can be updated without a separate billing engagement.

Know What You're Getting Before You Commit to Anything

The free 20-minute consultation is where your attorney walks through what documents fit your situation, what they cost, and what the process looks like — before any commitment is made. Your questions come first. The paperwork comes after.