Business Details
50+ Years
experience
Trusted Estate Planning & Elder Law Services in Bountiful, Utah
Rowe & Walton has been dedicated to providing comprehensive estate planning services since 1963, prioritizing individualized care and integrity in every client interaction. As a locally owned, client-focused firm, we strive to deliver honorable services tailored to diverse financial circumstances and preferences. Our team remains committed to staying current with evolving legal practices while fostering a culture of kindness, efficiency, and timely service. With multigenerational expertise, we specialize in creating workable solutions for complex estate planning needs, including business entity formations and tax considerations. Our mission extends beyond legal services, aiming to support our community through accessible, compassionate guidance.Robyn Walton's leadership, combined with a team of experienced professionals, ensures a legacy of excellence rooted in decades of practical experience. We value transparency in all communications and maintain strict adherence to confidentiality laws. Our practice bridges traditional legal frameworks with modern client needs, emphasizing education through estate planning seminars. Client testimonials consistently highlight our professionalism, approachability, and technical expertise. This enduring commitment to service excellence has established us as a trusted resource for families and businesses across Northern Utah.
Services
Trusts & Wills
Elder Law Planning
Probate Administration
Family Protection Trusts
Business Entity Formation
Guardianship Services
Mediation Services
Special Needs Planning
Prenuptial Agreements
Pet Trust Creation
Details
- Year established: 1963
Highlights and features
- We offer 60+ years of combined experience in estate planning and elder law
- Our multigenerational team provides personalized, client-centered legal solutions
- We specialize in complex trust formations and business entity protections
- Our attorneys maintain active involvement in legal education and community outreach
- We guarantee transparent communication and strict confidentiality compliance
What people say
Professional and friendly help
Knowledgeable and professional
Efficient and timely service
Super efficient staff
Workable solutions
Services
Trusts & Wills
We create comprehensive trust and will documents tailored to individual family needs. Our services include living trusts, complex wills, and trust administration. Our attorneys specialize in minimizing tax implications while ensuring asset protection for future generations.
Elder Law Planning
Our elder law services address long-term care planning, Medicaid eligibility, and guardianship matters. We help families navigate competency issues and create legally sound living wills that respect client wishes while protecting their rights.
Probate Administration
We guide executors through formal and informal probate processes, handling asset distribution and debt resolution. Our team assists with small estate affidavits and resolves spousal claims according to Utah law.
Family Protection Trusts
We establish protective trusts for vulnerable family members, including special needs trusts and pet trusts. Our services ensure continued care for dependents while maintaining government benefit eligibility.
Business Entity Formation
We help business owners establish corporations, LLCs, and nonprofit organizations. Our services include creating buy-sell agreements and structuring business assets to protect personal holdings.
People
Robyn Rowe-Walton
Attorney
Estate planning specialist with 30+ years experience. Graduated magna cum laude from Gonzaga University. Developed expertise in complex trust formations and business entity protections. Third-generation attorney leading the firm since 1998.
Britten J. Hepworth
Attorney
Third-generation attorney with experience in real estate and litigation. Served as clerk for Utah Court of Appeals. Handles estate planning and business law matters. Active in local legal community.
Hilary Rasmussen
Paralegal
Certified paralegal with 20 years experience managing probate cases. Specializes in estate accounting and court documentation. Army veteran with Utah State Bar certification. Primary support for litigation matters.
Cheryl Haslam
Office Manager
Experienced legal assistant with 20+ years tenure. Manages client relations and complex document drafting. Expert in trust funding procedures. Coordinates estate planning workflow for multiple cases.
Questions
What estate planning services do you offer?
We specialize in trusts, wills, probate, elder law, and business protection. Our services include living trusts, special needs trusts, Medicaid planning, and business entity formations.
How long have you been practicing in Utah?
Our firm has provided legal services since 1963. We're a multigenerational practice with over 60 years of combined experience in estate planning and elder law.
Can you help with creating a trust?
Yes, we guide clients through creating revocable and irrevocable trusts. Our attorneys explain options, handle document preparation, and ensure proper funding of your trust.
Do you serve areas outside Bountiful?
We primarily serve Northern Utah, including Salt Lake City and surrounding communities. Our attorneys regularly assist clients throughout the state with estate planning matters.
What are your office hours?
Please contact us directly for appointment scheduling. Our office staff will coordinate meeting times that accommodate your schedule and case requirements.
How do you handle complex estate disputes?
Our team provides mediation services and litigation support for estate disputes. We focus on resolving conflicts through negotiation while preparing for court representation when necessary.
