Klea Harris

I love helping families use estate planning to heal their relationships rather than perpetuate conflict therefore I have a policy that I do not disinherit a family member without exploring all options first. I believe in the sacredness of the family and that my clients will care about what they did or did not do in preparing their beneficiaries to receive their assets and legacy once they have gone. I love helping them think through these circumstances and opening their hearts and minds to the possibilities and the potential simplicity of proper planning. However, I am not afraid of using needed structures to mitigate tax burdens or create multi-generational opportunities or protection for beneficiaries. I believe in estate planning that is guided by love and governed by law.
I participate in my community as chair of the Utah Women and Leadership Project-Utah Valley, 100 Women Who Care-Utah Valley, the Utah Bar’s Business and Estate Planning sections, Mountainland Association of Governments Caregiver Coalition, and the Leadership Board at Utah Valley University. I value my membership in the Purposeful Planning Institute and Family Firm Institute and am currently pursuing my Certificates in Family Wealth and Family Business Advising. I earned my B.A. in History and Gerontology and J.D. degree from BYU. My husband and I have five dynamic children in college and one adored caboose at home. I love camping and hiking the National Parks with my family in my rehabbed 1966 Jet Trailer.