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Salt Lake City Estate Planning Built Around Your Values and Your Family
Our Salt Lake City team helps families across the Salt Lake Valley decide how their wealth will be passed on, shared, and protected, so the people you care about have clarity instead of questions.
Meet Your Salt Lake City Team
Trevor Hanson
Founder | President | Author | Wealth Advisor, RJFS
“I lead with high challenge and support. I say what others won’t, ask what others don’t, and can deliver what others can’t: purposeful, customized planning grounded in truth and care.”
Katie King
Founder | Sr. Vice President | Wealth Advisor – RJFS
“True wealth isn’t measured by what you’ve accumulated. It’s measured by the freedom, impact, and confidence you’ve created.”
Samuel Preine
Wealth Advisor – RJFS
“Confidence comes from knowing your financial decisions are aligned with your values, not just your investments.”
Why It Matters
A Plan for Your Wealth and the People Who Inherit It
Estate planning is about more than paperwork. It is about deciding what you want your wealth to accomplish, who it should support, and how to prepare your family to receive it well. Without a clear plan, assets can be delayed, divided in ways you did not intend, or become a source of tension among loved ones. We help you put structure around those decisions so your legacy reflects what matters most to you.
Estate Planning Services in Salt Lake City
Estate and Trust Strategy
Map out how your assets should be owned and transferred, including how trusts, beneficiary designations, and account titling can work together to carry out your wishes.
Charitable Giving
Build giving into your plan in a way that supports the causes you care about, using strategies such as donor-advised funds or charitable trusts where they fit.
Family Communication
Create a framework for talking with your family about your plan, so expectations are clear and difficult conversations happen before they are needed.
Preparing the Next Generation
Help children and grandchildren build the knowledge and habits to manage what they inherit with responsibility and confidence.
Who We Work With
Families who want their wealth to support multiple generations with intention
Charitably minded individuals who want giving to be part of their long-term plan
People facing a major life change, such as retirement, the loss of a spouse, or the sale of a business
Serving Families Across the Salt Lake Valley
From downtown Salt Lake City and Sugar House to Holladay, Cottonwood Heights, Sandy, and Draper, we help families put a thoughtful legacy plan in place. Estate planning is not only for the very wealthy or for later in life. If there are people you want to protect, now is a good time to start.
ApexFlow Wealth Management · 1371 E 2100 S Suite 100, Salt Lake City, UT 84105 · 801-907-5356
More From Our Salt Lake City Team
Live in Southern Utah? Our Richfield team offers Southern Utah estate planning.