Probate & Estate Administration

If someone dies with a Last Will & Testament (“testate”), we can assist with submitting the Will to the Probate Court and effectuating the deceased person’s expressed intent as to the disposition of their assets by appointment of a willing and able Personal Representative (Informal or Formal Probate Proceedings)

If someone dies without a Will (“intestate”) then property subject to probate will be transferred according to Colorado’s laws of intestate succession (Informal or Formal Probate Without a Will). We can assist with this process.

If someone dies with a funded Revocable Trust in place, we can assist the trustee in complying with the notice requirements, collecting all of the deceased person’s assets and verifying the Trust’s legal title to such assets, to ultimately carry out the Trust’s instructions for disposition, division into further sub-trusts, continued maintenance of the trust res, etc.

In the event there are assets outside of the Trust that are not otherwise disposed of, we can assist with opening probate and obtaining letters testamentary to transfer said property according to the terms of the Last Will and Testament. In most cases a Trust plan prepared by an attorney will have a Pourover Will as a backup method to capture assets not transferred into the Trust prior to the person’s death, and let those assets be disposed of according to the terms of the Trust.

Complex Trust Administration support available for revocable trust agreements that call for division into sub-trusts (e.g., A-B trusts (QTIP/Marital Trust and Bypass Trust/Credit Shelter Trust/Family Trust)).