Securing Your Future, Family & Business

through Estate & Business Planning

    • Client Estate Plan Design Meeting

      1 hour

    • Three Year Review Phone Call with Paige Albrecht (Copy)

      30 minutes

    • Client Meeting (30 minutes)

      30 minutes

    • Client Meeting (60 minutes)

      1 hour

    • Document Review and Signing Meeting

      30 minutes

    • Document Review and Signing Meeting

      1 hour

    • Document Review and Signing Meeting

      2 hours

    • Document Review and Signing Meeting (Full Funding)

      2 hours

    • Final Estate Planning Meeting with Funding Director

      1 hour 30 minutes

    • Final Interview

      1 hour

    • Initial Business Planning Consultation

      1 hour 30 minutes

    • Initial Estate Planning Consultation (ML)

      2 hours

      A comprehensive estate or business planning session providing an in-depth analysis of your planning needs and options. If you have an urgent situation call (801) 407-6538

    • Initial Estate Planning Consultation (SD)

      2 hours

      A comprehensive estate or business planning session providing an in-depth analysis of your planning needs and options. If you have an urgent situation call (801) 407-6538

    • Initial Estate Administration Consultation

      1 hour

      An estate administration consultation providing information on administering an estate or trust in Utah. If you have an urgent situation call (801) 407-6538.

    • Initial Trust or Estate Review Consultation

      1 hour

      An estate administration consultation providing information on administering an estate or trust in Utah. If you have an urgent situation call 385.338.2545.

    • Notary Appointment

      15 minutes

    • Phone Call with ML (10 minute)

      10 minutes

      Schedule a 10 minute phone consultation with Marianne Ludlow (No Charge)

    • Phone Call (ML)

      30 minutes

      30 minute phone consultation with Marianne Ludlow

    • Phone Call (SD)

      10 minutes

    • Phone Call with Paige Albrecht

      30 minutes

    • Phone Call with Helen Canady

      30 minutes

    • Phone Call with Marianne to Discuss Plan Changes

      15 minutes

      Phone call to discuss changes to your estate plan

    • Phone Call with Shawna to Discuss Plan Changes

      15 minutes

      Phone call to discuss changes to your estate plan

    • Salt Lake Office Initial Consultation

      2 hours

    • Salt Lake Office Signing Meeting

      2 hours

    • Salt Lake Office Meeting

      45 minutes

    • Three Year Review Phone Call (Trust Funding Director)

      30 minutes

    • Three Year Review Meeting

      30 minutes

    • Video Consultation (30 Minutes)

      30 minutes

    • Video Consultation (1 hour)

      1 hour

    • Video Consultation (90 minutes)

      1 hour 30 minutes

    • Video Initial Estate Administration Consultation

      1 hour

    • Video Initial Estate Planning Consultation (ML)

      2 hours

    • Video Initial Estate Planning Consultation (SD)

      2 hours

    • Video Signing Meeting with Attorney

      1 hour

    • Video Initial Business Planning Consultation

      1 hour 30 minutes

    • Video Three Year Estate Plan Review

      1 hour

    • WORK FOR CLIENT REMINDER - List Marianne as the client

      30 minutes