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Estate Planning & Life-Stage Counsel

Attorneys licensed to practice law in Colorado

Wills, trusts, powers of attorney, and the personal agreements that protect the people, pets, and property you care most about. We've helped thousands of clients during the last 25 years with their estate planning. Everything is reviewed, drafted, and approved by a Colorado lawyer — no cookie-cutter templates.

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For 25 years, we've provided the services below.

Estate Plans

  • WillsA legally sound will that says exactly what you intend, in plain language.
  • TrustsTrusts built to control how and when your assets pass to others.
  • Guardianship NominationsNaming who raises your children if you are ever unable to.
  • Beneficiary Designation AuditsChecking that your accounts and policies actually match your estate plan.
  • Pet TrustsLegal, funded care instructions for a pet after you are gone.
  • Special Needs PlanningProtecting benefits and providing for a loved one with special needs.
  • Life Stage Reviews at Key Moments (Marriage, Birth, Divorce, Retirement)A plan reviewed and updated as your life actually changes.

Incapacity Documents

  • Living Wills & Advance Healthcare DirectivesYour own medical wishes, in writing, before a crisis forces the question.
  • Medical Power of AttorneyNaming who makes medical decisions if you cannot make them yourself.
  • Financial Power of AttorneyNaming who manages your finances if you are ever unable to.
  • HIPAA ReleaseLetting the people you choose actually get your medical information.

Relationship Agreements

  • Prenuptial & Postnuptial AgreementsClear financial terms agreed to before or during a marriage.
  • Cohabitation AgreementsProperty and financial terms for unmarried couples living together.
  • Property Co-Ownership AgreementsClear terms for co-owning property with family, friends, or partners.

Asset Protection & SDIRAs

  • Asset ProtectionShielding what you have built from unnecessary risk and exposure.
  • Self-Directed Retirement Accounts (SDIRAs)Using retirement funds to invest beyond traditional stocks and bonds.
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As Seen in The Fine Print

Recent articles on wills, trusts, and the personal legal decisions that protect what matters.

A Bank Asked for Your Trust: When a Certificate of Trust May Protect the DetailsNovember 5, 2026A certificate of trust can give a bank or brokerage the information it needs without automatically disclosing every term of your trust. Here is how Colorado families can respond carefully, coordinate the certificate with trust funding, and avoid sending more private information than the transaction requires.Five Questions That Can Help Colorado Families Leave a Clearer Estate PlanOctober 22, 2026Late-life changes, family trustees, unclear records, unresolved disagreements, and assets in multiple jurisdictions can leave loved ones with difficult questions. These five questions can help Colorado families and their advisors make an estate plan clearer, more workable, and easier to understand.Will Your Colorado Prenup Hold Up? A Practical Enforceability Stress TestOctober 15, 2026Colorado recognizes prenuptial agreements, but enforceability depends on how the agreement was negotiated, disclosed, reviewed, and signed—and some family matters cannot be settled in advance. Use this practical stress test before the wedding or when reviewing an existing prenup.Can You Use AI to Prepare an Estate Plan? A Safer Workflow for Colorado FamiliesOctober 8, 2026AI can help you organize questions, assets, and family priorities before an estate-planning meeting—but it should not be the final decision-maker or document reviewer. Here is a practical workflow for using AI without handing it your most sensitive information or relying on an unverified answer.You Signed a Colorado Living Trust—Now What? A Trust-Funding and Asset-Alignment ChecklistOctober 1, 2026A signed trust is an important step, but the next question is whether your property titles, beneficiary forms, and decision-makers still match the plan. Use this Colorado-focused checklist to find gaps before your family has to navigate them.When Should You Update Your Colorado Estate Plan? A Life-Change Review ChecklistSeptember 24, 2026Marriage, divorce, a new child, a home purchase, an inheritance, or a change in health can leave an otherwise valid estate plan out of step with your life. Use this practical Colorado checklist to identify what needs attention and prepare for a focused review.
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