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
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 no where to begin and that is OK. Most people that come to us for help with their estate planning or Medicaid crisis planning are looking for guidance on how to start the process. At Colorado Wills and Estates, we have developed a unique process for you to follow in order to create an estate plan that will protect you and your loved ones.
How to get started – Attend a free workshop
The best place to start is to attend one of our workshops. We present our workshops in person in groups of twenty-five (25) people or less and virtually online.
We provide our clients with the information they need to make informed decisions. Preparing an estate plan is complicated, but learning the law from a reliable and trained professional can ease some of the burden. The unfortunate truth is that as time progresses, and we accumulate assets in our name, the law becomes even more complex.
You’ve worked hard, raised families and accumulate a nest egg. But after decades of hard work, can you still afford to pay $10,000+ per month in the nursing home? If you answer “No!” then you need to get to a workshop now to learn how we can protect your family from risks that threaten your hard-earned assets.
Come join us at our workshop to start the process of planning and learning how to protect your assets.
Here is what you will learn at our workshops:
- The difference between a will and trust
- How to maintain control of your life savings
- Medicaid eligibility for long-term care (nursing home)
- Protecting your assets from the cost of long-term care
- Avoiding Probate
- How to protect your loved ones inheritance from creditors, accidental liability, and divorce.
- Advanced IRA transfer strategies
How to get started – Schedule a vision meeting
After attending one of our educational workshops, you will have the opportunity to schedule a Vision Meeting with us. The goal of our Vision Meeting is to build rapport and trust with you and provide a
personalized solution to your estate planning needs.
What To Do Prior To Your Vision Meeting
After scheduling your Vision Meeting, you will receive a Personal Financial Information form and other important information about our firm that you will want to review prior to your Vision Meeting.
If you have existing estate planning documents, please make sure that we have a copy of your existing documents and your Personal Financial Information Form in our office at two days prior to our meeting so that we can create an individualized Asset Risk Analysis™ prior to meeting with you.
What To Expect The Day Of Your Vision meeting
In our Vision Meeting, we would like to know what you would like to achieve, we will address any of your initial concerns, review your Personal Information Form, and discover your planning needs and review several counseling concerns that are relevant to your specific situation.
We will conduct your Estate Plan Audit™ in order to identify how important each of the 15 key elements we have identified that are important for each of our clients to consider.
After completing your Estate Plan Audit™, we will Provide planning options or solutions that tie into each of the issues identified from your Estate Plan Audit™. While we present you with our planning options based on your values, we will also provide you with your specific Asset Risk Analysis™. Our Assets Risk Analysis will identify the amount of your assets at risk and how much of your assets we can protect and how quickly we can do it.
How Much Does our vision meeting cost?
Our Vision Meeting is valued at $950, because we spend our time and expertise presenting you with planning options that are tailored to your specific family dynamics and assets. If you complete our Personal Financial Information form, we are also able to provide a personalized Asset Risk Analysis™ that details your specific assets at risks and how we can specifically protect your assets and the time and process to do so.
Our unique process we developed for our Vision Meetings produces tremendous value for our clients that other estate and elder law planning firms do not provide.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.