Law Office of Penniann J. Schumann PLLC
Estate planning and administration Elder law matters Serving the Salt Lake City area and Summit County

Protect Yourself, Your Family And Your Assets

More than half of the adults in the U.S. do not have a will. Many people think they do not need one. Others are overwhelmed by the thought of planning so far ahead.

Whatever the reason, if you have put off creating an estate plan, now is the time to begin. All adults need a will and estate plan, regardless of their assets or net worth. When you work with me, I will take the time to discuss how an estate plan will benefit you and your family. With over 20 years of Utah estate planning experience and a dedication to client service, I can make this process — and estate administration — easier for you. Call the Law Office of Penniann J. Schumann, PLLC, in Salt Lake City at 801-839-4891 to learn more.

An Estate Plan Gives You Control

We can't predict the future, but we can plan ahead strategically. Based on your needs and goals, I can help you create an estate plan that includes:

  • A will
  • Trust(s)
  • Powers of attorney
  • Advance directives for medical care and asset protection

Trusts are not necessary for everyone. I will discuss your assets with you and help you decide whether you need a trust. Because I have experience as a trust officer, I have unique insight into drafting trusts that meet my clients' needs and avoid potential problems.

Estate Administration And Probate Services

Are you the executor or administrator of an estate? You may not realize how much work this entails. Most people find it helpful to work with a lawyer throughout this process. There are numerous tasks involved in the administration and probate processes, including:

  • Gathering and valuing the assets
  • Notifying heirs and beneficiaries
  • Notifying creditors and paying the bills
  • Distributing the assets
  • Paying taxes
  • Closing the estate

This process can be difficult for individuals, even for a small estate. You must comply with the probate court's rules, file legal paperwork and meet deadlines. As your attorney, I can manage the process for you.

I also provide trust administration services. These can be complex, but I have the knowledge and experience to guide you through the process.

You Don't Have To Do This Alone

Please call my office at 801-839-4891 or send me an email to arrange an appointment.