Utah Estate Planning Drafting Software
Utah has no state estate or inheritance tax and offers transfer on death deeds. The state has adopted both the Uniform Probate Code and Uniform Trust Code for modern estate administration.
Quick Facts
- State Estate Tax
- None
- Small Estate Threshold
- $100,000
- Property System
- Common Law
Practice Snapshot for Utah Attorneys
Estate planning in Utah is shaped by common law property rules. These rules make titling and beneficiary designations core to many plans. There is no state estate tax. Small estate procedures are available for estates up to $100,000.
Local practitioners routinely navigate: No state estate or inheritance tax, Transfer on Death Deed available, Community property trust option, and Informal probate procedures.
Common Utah filings and forms include: Utah Deeds, Utah Durable Power of Attorney, and Utah Advance Health Care Directive. Key Utah statutory touchpoints include: Utah Uniform Trust Code, Transfer on Death Deed Act, and Uniform Probate Code.
Key Considerations for Utah Attorneys
- —No state estate or inheritance tax
- —Transfer on Death Deed available
- —Community property trust option
- —Informal probate procedures
Utah-Specific Documents
State-specific drafting language and formatting aligned with Utah statutes and local recording practices.
Core drafting set
- —Revocable living trust
- —Pour-over will
- —Durable power of attorney
- —Advance health care directive
- —HIPAA authorization
- —Deed templates aligned to local recording rules
- —Certification of trust
State forms and filings
- —Utah Deeds
- —Utah Durable Power of Attorney
- —Utah Advance Health Care Directive
Utah Estate Planning Laws
- —Utah Uniform Trust Code
- —Transfer on Death Deed Act
- —Uniform Probate Code
What Statular Offers Utah Attorneys
Document Automation
Generate complete estate planning packages from a single interview—trusts, wills, POAs, and healthcare directives.
Client Questionnaires
Branded client portal with secure questionnaires that sync directly into your drafting interview.
80+ Document Types
Comprehensive library including trusts, wills, powers of attorney, deeds, and client materials.
Secure Cloud Storage
Enterprise-grade security with 256-bit encryption. All documents stored in your firm's secure vault.
Get Started
Join Utah attorneys using Statular for estate planning document automation.
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Core Documents
- Revocable Living Trust
- Pour-Over Will
- Durable Power of Attorney
- Advance Healthcare Directive
- HIPAA Authorization
- Grant Deed & Quitclaim Deed
- Certification of Trust
- Asset Schedules