Utah Bar Estate Planning Section

Helpful forms and brochures relating to estate planning.


Utah Advance Medical Directives

PDF form for living wills and medical powers of attorney.  This form is presumed valid in Utah and everyone should have a signed copy.


Utah State Courts Estate Planning

Utah Courts self help site.  Especially helpful for understanding the Utah

Probate system.


Utah State Bar Association

General Utah State Bar Association website.  Helpful information relating

to the practice of law and attorney governance.


Ready.gov

The government's website for

emergency preparation.


Internal Revenue Service

Official IRS site - forms, tables, contact information etc.


IRA Planning Information

Planning with IRAs can be complicated and should be done carefully.  Here are some places to get started if you want to do it yourself.




RMD Tables

IRS tables for calculating your Required Minimum Distribution from IRA and other retirement accounts.  For those age 70.5 and older or those with inherited IRA accounts.


Time Value of Money Calculator

A favorite TVM calculator.  Simple to use and understand.


Financial Calculators

...of every kind and species.


Bank of Utah Trust Services

Many people who don't consider using a bank trustee should do so...