Our goal is to give you the peace of mind that when you pass or are incapacitated, your family won’t have the extra burden of worry about administrative decisions. We have a 5-step process that only takes one month from start to finish.

After you schedule your initial meeting here (link to calendar), you will fill out the intake form found here (link to google form). You will compile a list of your belongings and the people you would like to have those belongings. We ask that you finish your intake form at least 48 hours before your design meeting.

This is where we sit down and design the estate plan that works best for you. Who are the persons to be benefited? Can they manage finances or should a trustee be appointed? Are there any minor beneficiaries or beneficiaries with special needs? Are there claims or contests that we need to plan to avoid?

At this meeting, you will officially hire me as your attorney, so be certain you want to move forward with our firm before you show up to the meeting. We will come up with the plan that works best for you and agree on the fee, you will sign an engagement letter hiring us. Afterwards, we will schedule your next meeting to take place in two weeks.

I will compile the notes from our meeting and send them to you for your review. You will have one week to review the plan and make any changes or additions that we did not discuss at our design meeting. After giving me approval on your estate plan, I will spend the next week drafting the plan.

At this meeting, you will officially hire me as your attorney, so be certain you want to move forward with our firm before you show up to the meeting. We will come up with the plan that works best for you and agree on the fee, you will sign an engagement letter hiring us. Afterwards, we will schedule your next meeting to take place in two weeks.

Today is the day everything gets put into place. I will have printed out your plan for you to sign and get notarized. Colorado requires two witnesses to be present for creating an estate plan – so bring two friends! At the completion of your signing, we will schedule the follow-up meeting one week later.

Now that your estate plan has been signed, I will spend the next week organizing and preparing a packet for you. This packet will include your estate plan, a copy that you can give to any fiduciary agents you have appointed, an easy to follow summary of your plan, and instructions for you to take the next steps. You can rest easy knowing that all of your wishes have been addressed. All your loved ones need to know is where you keep your estate plan packet, and they will have all the information they could ever hope for.