Free plain-English guides for Utah families: the First 30 Days After a Parent Dies checklist and a Successor Trustee & Personal Representative step-by-step guide.

Free Utah Checklists and Guides for Families Settling a Parent's Estate

When a parent dies, the to-do list can feel endless, and most of it is unfamiliar. We wrote these free guides for Utah families who want a clear starting point without reading statutes at midnight. Download one or both; no phone call required.

Or call (801) 721-8066. South Jordan office and video meetings for Salt Lake County, Utah County, and out-of-state family.

Guide 1: First 30 Days After a Parent Dies in Utah Checklist

A one-page, printable checklist organized by week.

  • What to secure in the first 72 hours (house, car, mail, pets, valuables).
  • How many death certificates to order and who needs them.
  • The documents to look for, and where parents usually keep them.
  • Who to notify: Social Security, banks, insurers, pension, utilities.
  • What you should not do yet: distribute, sell, or close accounts.
  • How to tell if you're facing probate, trust administration, or a small estate affidavit.

Guide 2: Utah Successor Trustee & Personal Representative Step-by-Step Guide

A 10-page plain-English guide for whoever has been put in charge.

  • Your legal duties as a fiduciary, explained simply.
  • Step-by-step trust administration and probate roadmaps.
  • Key Utah deadlines, all checked against current law.
  • An asset inventory worksheet.
  • A sibling update email template you can send monthly.
  • The six mistakes that create personal liability, and how to avoid them.

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You don't have to do this alone

Prefer to talk to a person? Schedule your free 20-minute consultation by telephone or video conference at estate.hastingslaw.us/contact or call (801) 721-8066.

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