Why Choose Summit Legacy Planning?

You may be wondering why you should partner with Summit Legacy Planning, instead of any other Park City estate planning law firm. There are many factors that go into finding an estate planning attorney who is a good fit: at Summit Legacy Planning, the very purpose of the first part of our initial meeting is to determine if we are a good fit for your needs.

Accessible, Flat-Fee Estate Planning with No Billing Surprises

Unlike traditional estate planning law firms, at Summit Legacy Planning, we have no hourly billing and no maze-like phone system for you to navigate. We make ourselves available to you at a time that is convenient for both of us, so we minimize wasted time and confusion. And, unlike other firms, we offer a flat fee for all services, so there are no surprise bills and you don’t have to worry about getting nickel and dimed every time you need to ask us a question or speak with your attorney.

More than Just Documents: Lifetime Support and Guidance

All too often a traditional estate plan is about documents. At Summit Legacy Planning, the documents you receive from us are just one small piece of the lifetime relationship that we build with our clients. Our comprehensive estate plans offer all of the traditional estate planning documents (last will and testament, trust, power of attorney, advance medical directive / living will) PLUS the following items:

  • Unlimited guidance on transferring and retitling your assets if you choose to do it on your own
  • Option to let us transfer your assets for you
  • Free plan reviews every three years
  • Membership plans that include free yearly reviews, revisions and unlimited attorney access
  • Streamlined plan designing session in “normal” language, without intimidating legal terms
  • Ironclad Kids Safety Plan that ensures your children are not taken into the State’s custody should anything happen to you
  • Asset Inventory Spreadsheet so that all family members know where to find your assets in the event of your death or incapacity
  • Family meeting at the end of your planning to assist in educating all beneficiaries regarding the estate plan
  • Legacy interview that allows you to leave audio or video messages and guidance to your loved ones

For More Information

We encourage you to learn more about Summit Legacy Planning and to hear what clients have to say about working with Jessica Peterson. To determine if we're a good fit for you, we welcome you to contact us for additional information.

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