Estate Planning Attorneys in Lehi, UT

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List of Firms

Top Lehi, UT Estate Planning Law Firms

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Morgan Law - Trust & Estate Planning
5 out of 5
Location 211 E Main St, Lehi, UT 84043, USA
Phone (801) 874-5644
Directions
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Meredith Law Office
4 out of 5
Location 2940 W Maple Loop Dr Suite 302, Lehi, UT 84043, USA
Phone (801) 874-4983
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Cutler | Riley - Business & Estate Planning Attorneys
5 out of 5
Location 11681 S 700 E Suite 150, Draper, UT 84020, USA
Phone (801) 823-0010
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Woodbury & Ybarra PLLC
5 out of 5
Location 100 W Canyon Crest Rd Suite 300, Alpine, UT 84004, USA
Phone (801) 203-0297
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Guardian Law
3 out of 5
Location 833 Pioneer Rd Suite 102, Draper, UT 84020, USA
Phone (844) 409-1122
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Trusted Estate Planning Attorneys | Trust and Estate Planning Attorneys Salt Lake City, Utah
5 out of 5
Location 3381 W Mayflower Ave Ste 275, Lehi, UT 84043, USA
Phone (801) 252-6001
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Weber Law Group, PLLC
5 out of 5
Location 62 N Grant Ave #100, American Fork, UT 84003, USA
Phone (801) 753-8084
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Preston Day Law
5 out of 5
Location 3450 N Triumph St Ste 102, Lehi, UT 84043, USA
Phone (385) 505-0011
Directions
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Weber Law Group, PLLC
5 out of 5
Location 2975 W, Executive Pkwy #201, Lehi, UT 84043, USA
Phone (801) 753-8084
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Henline Law
5 out of 5
Location 170 S 1200 E #350, Lehi, UT 84043, USA
Phone (801) 200-3553
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LeBaron Law Offices
5 out of 5
Location 802 Bamberger Dr, American Fork, UT 84003, USA
Phone (801) 756-6288
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Sumsion Steele & Crandall
5 out of 5
Location 2901 Bluegrass Blvd Suite 200, Lehi, UT 84043, USA
Phone (801) 426-6888
Directions
Estate Planning Lawyers in Lehi, UT

Where Estate Planners in Lehi, UT Serve

Nestled in the heart of Utah's Silicon Slopes, Lehi is a vibrant city that boasts a rich history, a thriving economy, and a host of exciting landmarks. From the towering peaks of Mount Timpanogos to the shimmering waters of Utah Lake, Lehi is a city that offers something for everyone. Some of the top employers in Lehi include Adobe, Vivint, and Xactware, which have helped to make the city one of the fastest growing in the state. With easy access to major highways like I-15 and SR-92, Lehi is also a hub for transportation and commerce. Lehi is divided into several distinct neighborhoods, each with its own unique character and charm. From the historic downtown district to the sprawling estates of Traverse Mountain, there is no shortage of places to explore and discover in this dynamic city.

Financial Services Related to Estate Planning in Lehi, UT

Banks and Credit Unions

Residents of Lehi, UT can benefit from a bank in a multitude of ways. One of the most common ways is through financial assistance with mortgages and loans. Lehi is a rapidly growing city with a booming tech industry, which means many residents may be looking to purchase a new home or start a business. A bank can provide guidance and support throughout the loan application process, helping residents secure the funding they need to achieve their goals. Additionally, banks can offer services such as checking and savings accounts, credit cards, and investment options, providing residents with a range of financial tools to manage their money effectively. With a local bank, residents of Lehi can enjoy personalized service and support from a team that understands the unique needs of their community.

Insurance Broker

Residents of Lehi, UT can benefit greatly from the services of an insurance broker. With the city's growing population and diverse economy, an insurance broker can help individuals and businesses navigate the complex world of insurance and find the coverage that best fits their unique needs. For example, an insurance broker can help a new family in Lehi find affordable health insurance that covers the local medical providers they prefer. Additionally, an insurance broker can assist a small business owner in obtaining liability insurance that meets the specific requirements of operating in Lehi. With an insurance broker's expertise and personalized attention, residents of Lehi can rest assured that they have the right coverage to protect themselves and their assets.

Retirement Planning

Residents of Lehi, UT could greatly benefit from the expertise of a retirement planner. Lehi is a rapidly growing city with a high cost of living, making it essential for residents to plan for their retirement to ensure financial stability in their later years. A retirement planner can assist with creating a comprehensive retirement plan, including investment strategies, budgeting, and identifying potential sources of income. Additionally, with many residents working in the tech industry, a retirement planner can provide specialized knowledge on how to maximize retirement savings through stock options and other benefits. Overall, a retirement planner can help residents of Lehi navigate the complex world of retirement planning and ensure they have a secure financial future.

Wealth Management

Residents of Lehi, UT can benefit greatly from the expertise of a wealth manager. With the city's booming economy and rapid growth, many individuals and families are experiencing significant changes in their financial situations. A wealth manager can provide guidance on a range of financial matters, from investment strategies to retirement planning, to help residents maximize their wealth and achieve their long-term financial goals. For example, a wealth manager could help a Lehi resident navigate the complex tax laws surrounding the city's thriving tech industry, or provide advice on how to invest wisely in the local real estate market. With the help of a skilled wealth manager, residents of Lehi can feel confident in their financial future and make the most of the opportunities available to them.

Financial Advisor

Residents of Lehi, UT can benefit greatly from the assistance of a financial advisor. With a growing population and thriving economy, Lehi is a city that offers many opportunities for financial growth and stability. A financial advisor can help residents navigate the complexities of investing in the local market, as well as provide guidance on retirement planning and debt management. Additionally, with the city's proximity to major tech companies, a financial advisor can offer specialized advice on stock options and equity compensation. With so many possibilities for financial success in Lehi, a trusted financial advisor can be an invaluable resource for residents looking to secure their financial future.

Mortgage Loan Officer

Residents of Lehi, UT can benefit from the expertise of a mortgage loan officer in several ways. For one, a loan officer can help residents navigate the complex and often confusing process of securing a mortgage. They can provide guidance on the various types of mortgages available, as well as help residents determine which type of mortgage is best suited for their specific financial situation. Additionally, a mortgage loan officer can help residents understand the unique real estate market in Lehi, UT, which is known for its rapid growth and high demand. This knowledge can help residents make informed decisions about purchasing a home, including which neighborhoods to consider and what types of properties are most likely to appreciate in value over time. Overall, a mortgage loan officer can be an invaluable resource for residents of Lehi, UT who are looking to purchase a home and secure their financial future.

Tax Services

Residents of Lehi, UT can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by assisting with tax planning and preparation. This is especially important for residents of Lehi, UT, as the city is home to a large number of technology companies, including Adobe, Intel, and Xactware. These companies often offer stock options and other complex compensation packages, which can make tax planning and preparation more challenging. A tax advisor can help residents navigate these complexities and ensure they are taking advantage of all available tax deductions and credits. Additionally, a tax advisor can provide guidance on estate planning, retirement planning, and other financial matters that can have significant tax implications. By working with a tax advisor, residents of Lehi, UT can ensure they are making informed decisions that will help them achieve their financial goals while minimizing their tax burden.

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