Estate plan design meeting guide

Design Meeting Guide

Preparing for your estate planning meeting with Colorado Wills and Estates is an important step in ensuring that your assets and wishes are protected. Please take the following steps to prepare for your Design Meeting:

  • Please review the information in this guide. 

  • Please log in to your Legacy Architects account and complete the “Estate” section inside your portal. 

  • Please add any additional persons that you would like to include in your estate plan in the “People” tab located in your Legacy Architects account. These individuals may be named as a beneficiary, personal representative, agent of your power of attorney, or trustee.

  • Create a list of questions to bring to your Design Meeting.

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3801 E. Florida Ave Ste 725
Denver, CO 80210
Phone: 720-647-5280

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