Estate Planning Services

You’ve worked hard for what you have, including your independence. Make sure you don’t lose it if something happens to you. Colorado fortunately has a straightforward and inexpensive probate process, so you can ensure your family is taken care of after you’re gone.

Is a will or a trust right for me?

Our will-based estate plans are extremely affordable and allow you to name a guardian for any minor children and create a trust to hold asset for a surviving spouse, child, or other beneficiary.

Revocable trust plans are more expensive, but can save money in the long-term if you own property in another state, want to avoid probate, have young children, complex assets, operate your own business, or want your beneficiary designations to remain private. Trusts also allow you to appoint a trustee to take care of your assets and make decisions for you while you are still alive. This is especially important in the event of concerns over diminishing capacity or frequent long-term travel.

But every situation is different. Schedule a consultation now to learn more about the benefits of each plan and how we can work together to create the best plan for you at an affordable price.

What happens if I become disabled and can no longer make decisions on my own?

All of our estate planning packages, whether will or trust, include the documents you need to make sure you know who will be making decisions for you. It’s also important to ensure your chosen decision-maker knows what your wishes are.

In Colorado, any person over 18 needs to have a properly executed power of attorney to authorize a designated agent to obtain medical and financial information if they become incapacitated. If there isn’t a power of attorney, even your spouse and your parents will need to petition a court to qualify to make decisions as a conservator or guardian. This process can be expensive and time consuming, and you don’t have any say in how it turns out.