Estate Planning
Estate Planning Services
A Gift for Your Family
A well-crafted estate plan is one of the most meaningful gifts you can give your loved ones. It eases their burden by minimizing stress, avoiding unnecessary taxes and legal costs, and ensuring your wishes are carried out exactly as you intended.
Peace of Mind for the Future
Our goal is to help you leave your family with more than just assets — providing them with clarity, security, and peace of mind.
How we help with estate planning
Collaborating with Your Attorney
We work closely with you and your attorney to design an estate plan that reflects your financial goals, values, and long-term vision for the future.
Proactive Monitoring
Life changes, and so should your estate plan. We help you stay ahead by identifying major life events or legal updates that may require adjustments.
Streamlining Asset Transfers
We assist in transferring assets into living trusts or other structures, ensuring your plan is implemented accurately and without unnecessary hassle.
Providing Support During Difficult Times
During challenging moments, such as the loss of a loved one, we guide you through the necessary financial steps with clarity and care.
Connecting You with Trusted Experts
If you need help creating or updating your estate plan, we’ll introduce you to qualified attorneys who can provide expert legal guidance
Tax-Efficient Strategies
We help you minimize estate taxes while preserving as much wealth as possible for your heirs, maximizing the legacy you leave behind
Aligning Your Legacy with Your Values
Whether it’s charitable giving or planning for future generations, we craft strategies to ensure your estate reflects what matters most to you.
Simplifying Complex Situations
From blended families to multi-state assets and special needs trusts, we simplify the complexities so you can feel confident in your plan.
Why Choose TrueNorth Wealth?
Fee-Only
Advisors
No commissions means we’re only focused on making the very best decisions for you and your goals.
Legal
Fiduciaries
Not only do we WANT to act in your best interest; as fiduciaries, we are legally obligated to do so.
Comprehensive
Services
We’re here to help with every aspect of your financial life-and make sure it’s all working together effectively.
Research-based
Investments
Our investment decisions are informed by evidence-based research, proven to optimize your chance of success.
Active
Support
Financial plans get stale quickly — TrueNorth works with you throughout the year to stay on top of your finances.
Ease of
Transfer
Our best-in-class transfer team will help you every step of the way, making the move to TrueNorth Wealth as painless as possible.
Tax
Savings
We’re focused on tax savings, helping you pay fewer taxes over your lifetime.
Always
Available
We’re always here for our clients — for every tough financial decision — for every question. Always.
No Forced
Commitment
Our clients stay with us because of the value they’ve received — not because they are locked into a contract.
Explore More TrueNorth Wealth Financial Services
Wealth Management Services in Salt Lake City Utah
With offices in Salt Lake City, St. George, and Logan, Utah — as well as Boise, Idaho-TrueNorth Wealth is proud to support clients in our local communities.
For those outside these areas, we provide the same high-touch, personalized service remotely — helping clients across the U.S. achieve their financial goals with confidence and ease.
FREE STRATEGY SESSION
Are you getting the MOST out of your finances?
Schedule a free strategy session to gain insight into your financial challenges, uncover opportunities you may be missing, and receive personalized recommendations to help you achieve your financial goals.
We’re happy to answer your questions!
Give us a call at
or visit our contact page to send us an email.