UTAH ESTATE PLANNING CHECKLIST
The below step-by-step guide sets forth the process of planning one’s estate.
It is highly recommended that those planning their estate seek the guidance of
an attorney who is well-versed in estate law to ensure that all documents
completed will remain effective following their death or incapacitation.
Step 1 – Select a Health Care Representative
A health care representative, referred to as an agent or attorney-in-fact, is
an individual selected specifically to oversee the medical treatment of the
principal (patient) in the event that they become incapacitated to the point of
not being able to communicate their wishes (statutory definition of
incapacitation can be found here: §75-2a-S104). While the document used to
elect the trusted individual allows the principal to pre-determine their medical
treatment, the health care agent will often have to make decisions on the
Advance Health Care Directive (Medical POA) – The Advance Health Ca