how to get started
Colorado Wills and Estates is right for you if you want to know that your plan will actually work when you and your loved ones need it most.
how to get started – it is Easier Than You Think
By now you’ve seen that Colorado Wills and Estates is something special and because you love your family, and want to keep them out of Court and out of conflict, when something happens to you, you are ready to take the first steps to get a plan in place. We think that’s a great idea. You know your family deserves the kind of protection, guidance and love we provide for a lifetime.
It’s important that you know how we work because we do things a bit differently here than at other law firms. That’s why our clients love us so much. If you are wondering how to get started, you can use this link and schedule with us online. Schedule a 15-minute consultation!
You’ll note there that you can schedule a quick 15-minute phone call to learn more about us, or you can schedule a full Peace of Mind Planning Session. Choose the option that’s best for you. If you do choose the Peace of Mind Planning Session, please make sure you’ve read up on what we’ll do together in that meeting before you come in, so that you come in prepared to be educated, informed and make empowered decisions for the people you love.
Schedule Your Peace of Mind Planning Session
Call our office at 720.647.5280 to schedule your personal Peace of Mind Planning Session. We will schedule the most convenient appointment time available for you with one of our expertly trained Personal Family Lawyers. We even have evening or weekend appointments available to make planning as convenient for you as possible.
How Long Is A Peace of Mind Planning Session
When you schedule your personal Peace of Mind Planning Session, we block up to two hours on our calendar so we can focus entirely on you and your family during this time. We will send you an online worksheet to complete before our time together, which will help you begin the process of getting your legal and financial life in order.
During our meeting together, we will guide you to gently look at what would happen for your loved ones and with your assets if something were to happen to you. And then, we’ll look at what you want to happen and help you create a roadmap to get that plan in place as easily as possible. Clients routinely say “Wow, if we had known how easy this would be, we would have done it years ago!” after meeting with us.
How Much Does A Peace of Mind Planning Session Cost?
Our Peace of Mind Planning Session is valued at $750, and if you complete our Peace of Mind Planning Session Worksheet prior to our meeting, the $750 fee will be waived. The homework can be completed through our secure online form. Completing the homework prior to your Peace of Mind Planning Session will not only ensure that our session is free, but will also ensure that you receive the maximum benefit from our time together.
We would be happy to meet with you for a Peace of Mind Planning Session without your homework. However, we will charge a $750 fee prior to our meeting. If you decide to cancel your Peace of Mind Planning Session, please do so at least 2 days prior to our appointment.
We understand that this policy of completing our homework to waive the $750 fee may seem unique. So is our law firm. We provide our very best service to those families who are looking for a long-term relationship with their trusted advisor. We expend most of our energy providing an exceedingly high degree of service to our existing clients and limit the number of new clients we see each week. We only take referrals from trusted Professional Planning Partners. As a result, we must secure your appointment time so that if something comes up and you can’t attend your appointment, we will have enough advance notice to open the slot to a waiting family.
After scheduling your appointment, you will receive a Peace of Mind Planning Session Worksheet and other important information that you will want to review prior to your personal Peace of Mind Planning Session. Feel free to call the office at any time if you need assistance completing your Assessment or have any questions at all.
What To Do Prior To Your Peace of Mind Planning Session
If you have existing estate planning documents, please make sure that we have your existing documents in our office at least a week before your meeting so that we can review them prior to meeting with you.
What To Expect The Day Of Your Peace of Mind Planning Session
On the day of your meeting, please expect to spend up to 2 hours with your attorney. The initial meeting with your attorney has two purposes:
- To identify whether there is a good fit between you and our attorney who will become your Personal Family Lawyer® and…
- To educate you about the law and what would happen if you died with your current (or no) plan in place.
By looking at what would happen under your current plan, you can identify what you would want to happen differently and then together with your Personal Family Lawyer’s guidance make the decisions that are necessary (including choosing your own fee) to give you the peace of mind of knowing your family would out of Court, and out of conflict, when something happens to you.
Assuming that you and your attorney determine that there is a good fit between our firm and your family AND that you identify specific ways you would want things to happen that are different than what would currently happen if something happened to you, you and your Personal Family Lawyer® can design a plan for your family right away.
What Happens Next?
Once you and your Personal Family Lawyer® have completed the design of your plan, we will review your assets for the purpose of ensuring that everything you own will be titled for maximum protection and then schedule a meeting for you to sign your planning documents approximately 4 weeks later.
We have a process of reviewing your documents with you that makes your plan so easy to understand that you will know for certain that we understood exactly the way you want things to happen when something happens to you and that your loved ones will be in excellent hands with Colorado Wills and Estates. Once you sign your planning documents, your assets and your family are protected as discussed during your design meeting.
We see that as only the beginning of our relationship. You may make changes to your planning documents at no charge for up to 90 days after you sign your documents. At our final meeting during the planning stage of our relationship, we verify that all of your asset transfers are moving forward on track whether we are taking the lead or you are taking the lead with our guidance. We review your asset spreadsheet with you and ensure all of your questions are answered. Of course, if they aren’t or they become cloudy later on, we are always available to answer your questions at any time in the future. And, there’s no charge for that.
What Happens After I Sign My Estate Planning Documents?
After the planning phase is complete, the maintenance phase of your plan will begin. At no additional charge, we review your plan at least every three years and keep you informed about changes in the law and about other issues that affect your family and your wealth. And, if you participate in our Family Wealth Membership programs, you will have an opportunity to review your plan on an annual basis, and we will provide your family with a number of other valuable services.
Finally, we are always here for you and we don’t charge you for phone calls or emails. We welcome your communications. You’ll be amazed at how easy and painless the entire planning process will be for your family.