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How to get started

Begin securing your future today: Colorado Wills & Estates makes estate planning simple and accessible.

How to get started

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

    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. Use the link at the top of this page to schedule time on our Attorney's calendar.

  • Access your Personal Estate Planning Portal and Complete an Intake Form

    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. One of the key features of your estate planning portal is the estate Planning intake form. Our secure online form will prompt you to provide essential information about you, your family, and your assets. 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

  • Attend your Planning Session

    After completing your intake form, you’ll be ready for your Planning Session. 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 to accomplish your estate planning goals.

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