Utah Senior Planning

Natalie Peacock

Utah Senior Planning is amazing! Every time I have a question about anything for my parents and grandparents, they seem to have the answer. My parents did some estate planning (trust, will, power of attorney, etc.) with Casey and it was such a smooth process. They now feel a lot of peace that their affairs are in order if anything were to happen. I would recommend Utah Senior Planning to anyone for any senior needs!

Maxine Parry

I just wanted to give a shout out to Landon at Utah Senior Planning. He went above and beyond to help get our Mom on Medicaid. We honestly wouldn’t have been able to navigate all the paperwork with out his help. He did everything for us which helped us to take that time and worry about other things. The experience was so smooth and stress free. Even the receptionist was so kind and helpful. I would highly recommend Utah Senior Planning for all your senior planning needs.

Ray Daniels

I’ve greatly appreciated how accommodating and helpful they have been, especially Casey. I have had no concerns working with them.

Lindsay Kelly

At 41 years old my husband has progressive MS and needed help with his Medicaid. We became desperate as my husband continued to decline and we were looking for avenues to get him the help he needed. I didn’t realize how entailed getting on Medicaid was. I was referred to Landon at Utah Senior Planning to help guide us through the process. What a miracle it was to meet Landon and his team! He handled all of the Medicaid applications, helped with the financial eligibility, and also directed me to all of the right professionals to talk with that could help with my husband. I highly recommend anyone who is applying for any of their disability needs to use Utah Senior Planning. The processes can be daunting, to say the least, to do alone but with Landon at Utah Senior Planning, it made things bearable and lifted a heavy load off our shoulders during a difficult situation.