Business Details
50+ Years
experience
Your Trusted Estate Planning & Elder Law Firm Since 1963
Rowe & Walton has provided comprehensive estate planning services since 1963, combining legal expertise with personalized care for individual client needs. Our locally owned, client-focused firm prioritizes integrity, continuous professional development, and community service, ensuring accessible estate planning solutions for all income levels. With decades of combined experience in trusts, wills, elder law, and family protection, we maintain rigorous compliance with evolving legal standards while delivering timely, compassionate service.Our team's deep understanding of Utah-specific estate laws and commitment to ethical practice establishes us as trusted advisors in estate planning and probate matters. We differentiate ourselves through meticulous attention to detail in document preparation, proactive client education, and holistic planning approaches that address both immediate needs and long-term asset protection.
Services
Trusts & Wills
Estate Planning
Elder Law
Probate & Estates
Family Protection
Dispute Resolution
Business Protection
Prenuptial Agreements
Guardianships
Medicaid Planning
Details
- Year established: 1963
Highlights and features
- We offer 60+ years of combined experience in Utah estate planning law
- Our team includes third-generation legal professionals with specialized certifications
- We provide comprehensive document review with line-by-line client education
- Our practice integrates tax considerations with legal asset protection strategies
- We maintain strict compliance with Utah-specific probate and estate regulations
What people say
Professional and friendly help
Answered all my questions
Knowledgeable and professional
Super efficient service
Highly recommend their trust-work
Services
Trusts & Wills
Our trust and will services create legally sound frameworks for asset distribution. We specialize in revocable living trusts to avoid probate, irrevocable trusts for tax planning, and customized wills that address guardianship and executor appointments. Clients receive comprehensive guidance on funding mechanisms and document maintenance.
Probate & Estates
We guide executors through formal and informal probate processes while protecting beneficiaries' interests. Our services include asset inventory, debt settlement, tax compliance, and trust administration. We handle contested estates and provide strategic advice for minimizing probate complications through proactive planning.
Elder Law
Our elder law practice addresses long-term care planning, Medicaid eligibility, and guardianship arrangements. We help families navigate competency issues while maintaining client dignity. Services include drafting advance directives and establishing protective legal frameworks for vulnerable seniors.
Family Protection
We create comprehensive family protection plans covering adoption, prenuptial agreements, and special needs trusts. Our attorneys handle guardianship establishment for minors and incapacitated adults while ensuring compliance with Utah family law requirements.
Dispute Resolution
Our firm resolves trust and estate disputes through mediation and litigation. We represent clients in contested wills, trustee accountability matters, and elder abuse cases. Our approach prioritizes amicable solutions while maintaining aggressive advocacy when courtroom intervention becomes necessary.
People
Robyn Rowe-Walton
Attorney
Robyn graduated magna cum laude from Gonzaga University with a graduate certification in alternative dispute resolution. She specializes in estate planning seminars and business entity creation, combining three decades of practical experience with academic excellence.
Britten J. Hepworth
Attorney
Third-generation attorney with clerkship experience at the Utah Court of Appeals. Specializes in real estate law and litigation, bringing technical expertise to estate planning matters while maintaining the firm's tradition of personalized service.
Hilary Rasmussen
Paralegal
Certified paralegal with 20 years of experience managing probate cases. Focuses on estate accounting and court compliance, providing critical support for complex litigation matters while maintaining direct client communication.
Cheryl Haslam
Office Manager
Over 20 years of experience in client relations and trust funding. Manages document preparation workflows and coordinates case management, ensuring efficient execution of estate planning strategies across multiple client cases.
Questions
What estate planning documents are essential for Utah residents?
Every comprehensive estate plan should include a will, revocable living trust, durable power of attorney, and healthcare directives. Our attorneys customize these documents to meet Utah-specific legal requirements while addressing your unique family needs.
How can I avoid probate in Utah?
Establishing a properly funded revocable living trust is the most effective way to avoid probate. Our attorneys help clients transfer asset ownership to trusts while maintaining control during their lifetime and ensuring seamless distribution after death.
What happens if someone dies without a will in Utah?
Utah's intestacy laws will determine asset distribution. Our probate attorneys guide families through the legal process, explaining small estate affidavit options and helping executors meet court requirements for formal probate proceedings.
How does Medicaid planning work with estate planning?
Our elder law specialists create strategies that protect assets while maintaining Medicaid eligibility. This includes irrevocable trusts and careful management of gift transfers to ensure compliance with complex government benefit regulations.
Can I modify existing estate planning documents?
Yes, we recommend reviewing documents every 3-5 years or after major life events. Our attorneys help update trusts, wills, and powers of attorney to reflect current laws, family circumstances, and financial situations.
