How to get started
Begin securing your future today: Colorado Wills & Estates makes estate planning simple and accessible.
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.
frequently asked questions
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.
How do you charge for your services?
We believe in charging a flat fee for our services. Flat fee pricing allows you know exactly how much your estate plan will cost without any hidden fees or costs. At the end of your Planning Session, our estate planning attorney will provide you with a recommendation on the estate planning options that will meet your specific goals.
Will I speak to an estate planning attorney at my Planning Session?
Yes. You will have the opportunity to meet with our estate planning attorney. Our estate planning attorney will 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.
How can I best prepare for my Planning Session?
The best way to prepare for your Planning Session is to complete your intake form questions. Prior to your Planning Session, our estate planning attorney will review your information so that we can have a better understanding of your specific situation.