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Inter Vivos, PLLC

Inter Vivos, PLLC

Orem,UT
  • Legal Services
  • 2-10 employees
  • 1.8k
  • 801-477-1570

About Company

Our Mission:

To provide every family with access to quality estate planning that they can afford specific to their needs

Our Vision:

As a firm Inter Vivos, PLLC intends to become the first internationally recognized brand in quality estate planning services and to establish itself as an international law firm with offices in all fifty states and around the world. Inter Vivos intends to redefine the estate planning industry by carving out a new role for estate planning practitioners in niche planning within a troubled industry. By joining efforts, resources, and philosophies the firm as a whole will redefine the practice of law within estate planning by creating a new competitive model for practitioners within the industry.

Our Business Philosophy:

We Believe In:


  • Providing the highest quality of plans available at a reasonable cost
  • Maintaining long term meaningful relationships with our clients;
  • Working hand in hand with other professionals to provide a comprehensive planning experience which addresses a client’s holistic financial and legal situation;
  • Maintaining the integrity of legal practice within estate planning by providing ethical and affordable representation without condoning alternative solutions within the industry which would constitute the unauthorized practice of law;
  • Providing specialized representation rather than wandering into many separate areas of legal practice;
  • Providing adequate planning for any given client situation by providing affordable payment options without compromising the cost of those options; and in
  • Providing a platform for the dignified practice of law and a prosperous lifestyle to professionals working within the industry.

Our Approach to Planning:


A Life Plan

The greatest benefit of proper planning for most families is in protecting them against the risk of incapacity. Proper planning designates someone to manage affairs in your absence for when you are still alive but unable to do it for yourself.

 

A Transfer Plan

There are many costs which can affect the value of your estate and what is left to your heirs. A proper plan minimizes those costs by avoiding probate, planning around taxes, and properly funding entities.

 

A Family Plan

For many families the greatest concern after their passing is in making sure that everyone still gets along. Proper planning should incentivize proper behavior, avoid conflicts, and pass on your values to future generations.

 

Products and Services

  • Estate Planning
  • Elder Law, Wills/ Trusts
  • Probate
  • International Estate Planning
  • Immigrant Trust Planning

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(1099) Ratings

Excellent

750

Very Good

308

Average

39

Poor

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DN

Donald Nurse, CPA (US)

Dec 11th 2020

The opportunity to grasp aspects of Estate Planning paves the way to assist Tax clients who may seek such guidance. The knowledge gained compliments previous understanding of several sub-areas. Overall a great and useful experience.

PW

Peter Wick, CPA (US)

Dec 14th 2020

It was a little bit more basic than I thought it would be, but it did still make me think about things.

MW

Martin White, CPA (US)

Dec 12th 2020

Thought the presentation was engaging and provided thought provoking situations to illustrate the concepts of Legacy Planning

KL

Kathleen Lehman, CPA (US)

Dec 11th 2020

The instructor did a great job explaining the subject matter (which I don't work with in my current role). He used real-life examples to put the recommendations in an appropriate context that was easy to understand. Great webinar, with actionable recommendations.

PK

Paul Kimmel, CPA (US)

Dec 11th 2020

This was an excellent webinar on legacy planning, valuable in a CPA practice but also in personal planning.

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