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 Strategy Session

The goal of our Strategy Session is to build rapport and trust with you and provide a personalized solution to your estate planning needs. We believe that everyone deserves a personalized estate plan that not only protects you and your loved ones, but also is easy to complete.

How To Prepare For Your Strategy Session

After scheduling your Strategy Session, you will receive an invitation to create a login to your personal estate planning portal.

Once you login to your personal estate planning portal, you will have the opportunity to fill out your estate planning questionnaire. Our estate Planning Questionnaire is set up to guide you through completing your estate plan from beginning to end.

Prior to your strategy session, you will be able to review several estate planning issues presented in your questionnaire and easily choose how important each issue is to you.

If you have existing estate planning documents that you would like us to review prior to your strategy Session, you can easily and securely upload your documents into your personal estate planning portal.

What To Expect At Your Strategy Session

In our Strategy Session, we would like to know what you would like to achieve. We will address any of your initial concerns, and review several estate planning issues that are relevant to your specific situation.

We will also review your answers to your Estate Planning Questionnaire in order to identify how important each of the 15 key estate planning issues we have identified that are important for each of our clients to consider. After we review your estate planning questionnaire, we will provide planning options that address the issues that are important to you.

How Much Does Our Strategy Session Cost?

Our Strategy Session is valued at $500 because we spend our time and expertise presenting you with planning options that are tailored to your specific family dynamics and assets.

The unique process we developed for our Strategy Session produces tremendous value for our clients. 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 you and your family.