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Client Information

Utah Estate Planners PLLC provides the following services for individuals:

Will and Trust Preparation
We provide new clients with a complimentary initial meeting where we discuss the clients' specific needs and desires. We explain any potential tax implications with the desires. We respect our clients' goals and desires. Each document is custom made just for that client ... no recycled forms here!!

Tax Planning
We discuss the tax implications of the clients' goals and desires. We make sure that they have the information needed to properly plan for their tax decisions.

Business Matters
Many estate planning clients have their own small businesses or investments in closely held businesses. We work with the clients to incorporate their estate planning objectives into their business goals.

Charitable Planned Giving
We help clients pursue their charitable giving goals and objectives through the charitable giving vehicles that are right for a specific goal or objective.

Commercial Registered Agent
Pattie S. Christensen, Esq. is a commercial registered agent. For more information go to: Commercial Registered Agent Services

For the fastest service, please review and complete the following packet prior to your first meeting with Pattie Christensen:

For Estate Planning Services: [PDF] [DOC]

For Business Planning Services: [PDF] [DOC]

 

Pattie S Christensen, Esq
 
The following provides general information for working with Pattie S. Christensen 

Please do not send any legal requests at all via text.  Text is not regularly monitored.  IF YOU WANT A PHONE CALL OR MEETING, PLEASE GO TO https://calendly.com/pchristensenesq You can schedule and pay for the call or meeting there. Note that if you need Pattie to come to you or if this is for a complimentary initial visit, please email for your appointment.

Unscheduled telephone calls are not accepted. You will be asked to leave a voicemail message which will be transcribed and emailed. The order of emails sets the queue for work. So for fastest service, please email. Note that the queue is based on the LAST email received for a matter. Hence, please have all of your information handy when sending an email.

Billing is based on hourly rates, charged in tenths of an hour. The normal rate for Pattie Christensen is $225 per hour, with a $50 an hour discount for professional referrals. The rate for rush jobs (those requiring turn around in 48 hours or less) and unscheduled telephone calls and office visits is $250 per hour. Standard LLCs and corporations are typically billed at $300 plus the applicable state filing fee. Any custom drafting is charged at the hourly rate.

Bills are sent out on a monthly basis. Payment is expected within 15 days unless prior arrangements have been made. Bills that must be resent due to nonpayment are subject to a $15 reprint fee. Clients who are delinquent in payment may have their rates increased by $50 per hour or may be “fired” as a client. Accounts over two months delinquent may be referred to a professional collection agency and you will be responsible for any and all costs associated therewith. If you suspect you may have payment problems, please discuss this matter with Pattie in advance. If you have a question about a bill, please contact the office before the due date.

If you would prefer to pay by credit card, you may do so at our secure online bill payment center. Go to https://www.pscllc.com/billing. Please note that you are entering your information directly into the merchant gateway so the office does not have any access to your credit card number. You will receive a confirmation email to the email address you provide. You can also pay by Zelle to pchristensen@pattiechristensen.com with the phone number (801) 878-7872.

Pattie does transactional work only. Absolutely no litigation, divorces, bankruptcy, criminal or other contentious work performed.

Pattie is a sole practitioner and as such is unable to accommodate clients who need lots of hand holding or baby sitting. Reminders are only sent if specifically requested by the client and agreed to by Pattie.

Registered Agent Services are $40 per year payable in arrears, which includes the $20 per year state filing. If you need changes to an entity or no longer wish to have it renewed, you must notify Pattie immediately.

All clients are required to have valid email addresses on file with Pattie at all time.


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