Summit Legacy Planning is an estate planning firm serving Utah families. Park City attorney Jessica Peterson has spent her entire legal career working closely with families and individuals on complicated legal issues. Estate planning is not necessarily a subject many individuals and families — old or young — look forward to discussing. But Jessica is passionate about holding your hand through this very important process, to ensure your legacy is preserved and protected. This is your opportunity to spell out your final wishes.
Everyone needs an estate plan, and not every plan will be alike. At Summit Legacy Planning, we will help you create a customized and comprehensive estate plan. A comprehensive estate plan usually includes a Will, Trust, Powers of Attorney, Living Wills / Health Care Directives and, if you have minor children, an Ironclad Kids Safety Plan.
Summit Legacy Planning is not your traditional estate planning firm. You will not be billed at hourly rates; rather, our services are offered at flat fee rates to keep things simple for you and avoid any surprise costs. We want you to feel comfortable asking us any questions you may have! Summit Legacy Planning wants you to maintain a lifelong relationship with us and so we offer free estate plan reviews as well as special membership programs with additional legal services and advice.
Our estate planning services go beyond simply producing legal documents for you to sign. We provide much more than just legal documents. Our goal is to form a lifetime relationship with you and your family, ensuring you peace of mind, throughout your life, by being your trusted legal advisor to help you every step of the way.
Estate planning is more than just avoiding taxes and transferring assets. We work hard to create an estate plan that reflects your wishes and fully preserves your desires. In order to do so, the estate planning process is a collaborative effort in which Jessica is able to listen to your questions, concerns, and fears and offer you customized solutions. Your estate plan documents are a result of your collaboration with Summit Legacy Planning. If you want a customized estate plan and a streamlined, simple planning process, please contact us online or call our Park City, Utah office for more information.