How To Get Started – It Is Easier Than You Think
We value your time and understand that you want to get your estate planning done in the most efficient way possible. We also appreciate that you may not know where to begin and that is OK. Most people that come to us for help with their estate planning are looking for guidance on how to start the process. At Colorado Wills and Estates, we have developed an easy process for you to follow in order to create an estate plan that will protect you and your loved ones.
Schedule A Planning Session
Getting started with your estate planning journey is a crucial step towards securing your legacy and protecting your loved ones. At Colorado Wills and Estates, we strive to make the process as seamless and convenient as possible. Here's how you can begin:
Step 1: Schedule your Planning Session:
Once you've decided to work with us, simply schedule a Planning Session. This session will provide us with the opportunity to understand your goals, address any initial concerns you may have, and gather essential information about your unique situation.
Step 2: Access your Personal Estate Planning Portal:
After scheduling your Planning Session, you'll receive an invitation to create a login for your personal estate planning portal. This secure and user-friendly portal will be your go-to platform throughout the entire estate planning process.
Step 3: Complete your Estate Planning Questionnaire:
Within your personal estate planning portal, you'll find our comprehensive Estate Planning Questionnaire. This questionnaire will guide you step-by-step through the process of creating your estate plan. It will prompt you to provide relevant details and make important decisions, ensuring that your plan reflects your wishes and protects your assets.
Step 4: Upload Existing Estate Planning Documents (if applicable):
If you already have existing estate planning documents, you can easily upload them into your personal estate planning portal. This allows us to review your current plan and make any necessary recommendations or modifications during your Planning Session. Rest assured that all document uploads are securely stored within your portal.
Step 5: Attend your Planning Session:
With your questionnaire completed and any existing documents uploaded, you'll be ready for your Planning Session. During this session, we'll thoroughly discuss your goals, address any concerns, and provide personalized guidance based on your specific circumstances. Together, we'll craft a tailored estate plan that meets your needs and safeguards your legacy.
How To Prepare For Your Planning Session
Once you've scheduled your Planning Session with us, you'll gain access to a convenient and secure personal estate planning portal. This personalized portal will serve as your central hub for managing your estate planning journey.
Upon receiving your invitation, you'll be prompted to create a login to your personal estate planning portal. This login will grant you exclusive access to a range of helpful tools and resources tailored to your specific needs.
One of the key features of your estate planning portal is the estate Planning Questionnaire. This comprehensive questionnaire has been carefully designed to guide you through the process of completing your estate plan from start to finish. It will prompt you to provide essential information and make important decisions, ensuring that your estate plan reflects your wishes and goals.
We understand that many of our clients may already have existing estate planning documents in place. If that's the case, we encourage you to take advantage of the document upload feature within your personal estate planning portal. This feature allows you to securely and conveniently upload any relevant documents you would like us to review before your Planning Session. By providing us with your existing documents in advance, we can gain valuable insights and tailor our discussions during the session to address any concerns or modifications you may require.
Your personal estate planning portal serves as a centralized and confidential space for you to manage your estate planning process efficiently. It ensures that all your information is organized, easily accessible, and securely stored in one place. You can confidently track your progress, review important documents, and communicate with our team seamlessly through this user-friendly platform.
We are committed to leveraging technology to make your estate planning experience as streamlined and convenient as possible. Your personal estate planning portal is just one example of how we strive to provide you with an efficient and user-friendly approach to estate planning.
If you have any questions or need assistance with your personal estate planning portal, our dedicated team is always available to provide support and guidance. Your peace of mind and satisfaction are our top priorities
What To Expect At Your Planning Session
At Colorado Wills and Estates, our goal is to provide you with a seamless and personalized estate planning experience. We understand that every individual and family has unique goals and concerns when it comes to planning for the future. That's why our initial Planning Session is designed to put your needs and objectives front and center.
During our Planning Session, we will take the time to listen to your aspirations and understand what you hope to achieve through estate planning. Whether you want to protect your assets, ensure your loved ones are taken care of, or leave a lasting legacy, we are here to help you turn your goals into a reality.
We also recognize that you may have specific concerns or questions related to estate planning. Our dedicated team will address any initial concerns you may have and provide you with clear and concise answers. We want you to feel comfortable and informed every step of the way.
In addition to addressing your concerns, our Planning Session will cover a comprehensive range of estate planning issues that are pertinent to your specific situation. We will delve into topics such as wills, trusts, powers of attorney, healthcare directives, asset protection, and more. Our aim is to ensure that you have a thorough understanding of these important concepts and their relevance to your estate plan.
By the end of our Planning Session, you will have gained valuable insights into the estate planning process, a clear roadmap for moving forward, and the confidence to make informed decisions about your future.
Schedule your Planning Session today and take the first step towards securing your legacy and protecting your loved ones. We look forward to working with you and guiding you through this essential journey of estate planning.
Please note that the Planning Session does not create an attorney-client relationship, but serves as an opportunity for us to understand your needs and discuss how we can assist you in achieving your estate planning goals.
How Much Does Our Planning Session Cost?
At Colorado Wills and Estates, we believe in providing value to our clients right from the start. That's why we offer our Planning Session at no cost to you. We understand that estate planning is a significant decision, and we want to ensure that you have all the information you need to make the best choices for your estate planning goals.
While we don't charge for the consultation itself, it's important to highlight that our Planning Session involves a considerable amount of preparation on our part. We dedicate time and expertise to thoroughly understand your unique circumstances, review any existing documents you may have, and tailor our recommendations specifically to your needs.
During the Planning Session, we will listen attentively to your goals, answer your questions, and address any concerns you may have. Our experienced team will guide you through the complexities of estate planning, providing you with comprehensive insights and personalized recommendations.
Our priority is to empower you to make informed decisions about your estate plan. We are here to support you in understanding the available options and crafting a plan that aligns with your goals and values.
Rest assured that there is no obligation or pressure to commit to our services following the Planning Session. We want you to feel confident and comfortable in your decision, knowing that you have explored the possibilities and received expert guidance.
If you're ready to take the next step towards securing your legacy and protecting your loved ones, we invite you to schedule your complimentary Planning Session today. We look forward to assisting you in making the best choices for your estate planning needs, without any financial obligation.
