Comprehensive planning for the management of your personal, financial, and medical affairs in the event of incapacitation; set out instructions for the disposition of your assets including provisions for the continued care and support of loved ones. Our role is to understand your values, your family, your assets, and to plan your affairs accordingly.

 

Estate Planning

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    1. Last Will and Testament

    2. Tangible Personal Property Memorandum

    3. Declaration of Disposition of Last Remains and Funeral Arrangements

    4. Durable Power of Attorney for Property

    5. Medical Durable Power of Attorney

    6. Advance Directive for Medical/Surgical Treatment (Living Will)

    7. Authorization for Release of Protected Health Information

    1. Trust Agreement

    2. Certification of Trust

    3. Statement of Authority

    4. Trust Funding and Beneficiary Designation Instructions

    5. Deed Preparation and Recordation with Clerk & Recorder for Colorado properties (out-of-state properties will need to be transferred into the Trust with the assistance of an attorney licensed to practice in that state)

    6. Pourover Last Will & Testament

    7. Tangible Personal Property Memorandum

    8. Declaration of Disposition of Last Remains and Funeral Arrangements

    9. Durable Power of Attorney for Property

    10. Medical Durable Power of Attorney

    11. Advance Directive for Medical/Surgical Treatment (Living Will)

    12. Authorization for Release of Protected Health Information

    • complex marital tax planning

    • complex marital and family planning for blended families

    • post-nuptial agreements for marital planning

    • testamentary trust provisions for spouse, partner, adult children, other loved ones

    • planning for pets

    • “pot” trusts for minor children

    • guardian designations for minor children

    • standby special needs trust

    • Irrevocable Special Needs Trust/First-Party Special Needs Trust

    • Revocable Third-Party Special Needs Trust

    • Codicils to Wills

    • Amendments to Revocable Trusts