Resources
Explore, Download, and Start Planning Smarter Today
Estate Planning Worksheet
Organize your assets and outline key decisions to simplify the estate planning process.
Power of Attorney
Authorize someone you trust to make legal and financial decisions on your behalf.
Preparing For Probate Information
Understand the probate process and how to prepare your estate to avoid delays.
Utah Advanced Health Care Directive
Document your medical care preferences and appoint a health care decision-maker.
Advantages To Planning Ahead
Explore the financial, emotional, and practical benefits of preparing for long-term care in advance.
Memorial Planning Guide
Record your wishes for final arrangements to ease the burden on your loved ones later.
Veteran's Funeral Benefits
Learn what funeral benefits may be available to veterans and how to access them for your family.
Vital Statistics
Use this form to collect important personal details needed for official records and end-of-life documents.
Long Term Pre-Planning Checklist
A step-by-step checklist to help you organize key documents and decisions for future care planning.
Table II-A : Long Term Care Institutional And Waiver Income Limits And Other Important Figures
View current Medicaid income and asset limits for long-term care and waiver programs in Utah.
Medicare Checklist
Use this checklist to stay organized when enrolling in Medicare and reviewing your coverage each year.
New Choices Waiver
Learn how the New Choices Waiver helps Utah residents transition from institutional care to community-based living.
3 Steps
Follow these three essential steps to find the right senior living or care option for your loved one.
The Most Common Mistakes When Selling A Property
Avoid costly errors with this guide to common pitfalls families face when selling real estate for seniors.
What You Need To Know In Today's Market
Get insights on navigating today’s real estate market—especially when selling a home tied to senior care.
Tax Planning & Preparation
Discover smart strategies to reduce tax burdens and prepare for filing during retirement or long-term care planning.
Veteran's Aid & Attendance Benefit
Learn how qualifying veterans and spouses can receive monthly benefits to help pay for long-term care needs.
Ready to Take the Next Step in Your Planning Journey?
At Utah Senior Planning, we’re here to help you make informed decisions for the future. Whether you're preparing for Medicaid, long-term care, or estate planning, our team offers personalized guidance and support every step of the way.
Schedule a Free Consultation to get the answers you need and the peace of mind you deserve.