• Serving Colorado
  • SERVING CALIFORNIA
  • Proactive Planning
  • peace of mind

affordable estate planning

Depending upon your situation, often all that is needed in an estate plan are a few simple documents, including a will, powers of attorney, and a medical directive. We will work with you to determine how extensive your estate plan will need to be and will ensure that you are provided with the most cost-effective planning for yourself and your loved-ones. Read more…

estate and probate administration

When a loved-one passes away, we will compassionately guide you through the probate and estate administration process from beginning to end.  We will ensure that your loved-one’s assets are distributed correctly and that their wishes are carried out.  Every probate and estate administration is unique, depending on the size and complexity of the estate. Read more…

Free Initial Consultation

Prior to your free initial consultation, you will be asked to fill out a questionnaire regarding your goals, family situation and basic financial information.  During the consultation, we will discuss what type of estate plan will meet your goals and which documents need to be prepared. If needed, we will coordinate your estate plan with your other financial planners, advisors and accountants. We will also determine the cost of your estate plan, whether it be a fixed fee, hourly, or some other method. Contact us today

– Central Denver Office

– Flexible Hours — Evenings and Weekends

– Personal Attention

– Affordable Rates

– Free Initial Consultation

Request a free, no obligation consultation.

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It is Never Too Early to Start Planning

Regardless of your financial and family situation, having a proper estate plan is essential to be prepared for important family, financial and life care issues that will arise if you become incapacitated and upon death. An estate plan is necessary to address the following important issues:

  • Who will care for your minor children if you are unable to?
  • Who will act on your behalf with regard to financial matters and medical decisions?
  • How will you protect the financial well-being of your family or business?
  • What are your wishes for end-of-life care?
  • What are your preferences regarding funeral, burial or cremation?
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