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Southern Utah Estate Planning for Families, Farms, and Future Generations
From our Richfield office, we help Southern Utah families plan how land, savings, and family businesses will pass to the next generation, with a legacy that reflects your values.
Meet Your Southern Utah Team
Jaden Gurney
Founder | President | Wealth Advisor – RJFS
Raised in a Sevier County ranching family, Jaden understands how much land and family businesses mean to the people who built them, and he helps families plan for those assets with care.
Elisa Meacham
Client Service Associate
Elisa helps families stay organized throughout the planning process, from gathering account information to keeping beneficiary details up to date.
Protecting What Matters
Keep Your Family’s Legacy Intact
For many Southern Utah families, an estate includes far more than a bank account. It may be a ranch, farmland, a family business, or a home that has been in the family for generations. Without a plan, those assets can be tied up, divided unevenly, or sold when no one meant for that to happen. We help you think through who should receive what, how and when it should pass to them, and how to prepare your family for that transition.
How We Help Southern Utah Families
Passing On Land and Property
Plan how land, homes, and agricultural property transfer to the next generation in a way that keeps operations running and treats every heir fairly.
Trusts and Beneficiaries
Review how your accounts and property are titled and who is named on them, and explore whether a trust could help carry out your wishes smoothly.
Giving Back Locally
Support your church, your community, or the causes you care about through charitable strategies that fit into your overall plan.
Family Meetings and Education
Bring your family into the conversation and help younger generations understand the responsibility that comes with what they will inherit.
Families We Often Help
Ranching and farming families planning how land and operations will pass on
Business owners who want their company to remain a source of strength for the family
Retirees who want their affairs organized and their wishes clearly understood
Families We Serve in Southern Utah
We help families in Richfield, Salina, Monroe, Manti, Beaver, Cedar City, St. George, Kanab, and the communities in between. Whether your estate is simple or complex, a clear plan gives your family peace of mind and helps the things you built stay in good hands.
ApexFlow Wealth Management · 65 W Center St. Ste B, Richfield, UT 84701 · 435-893-6151
More From Our Richfield Team
Closer to Salt Lake City? Our Salt Lake City team offers Salt Lake City estate planning.