Resources
The questions we get asked most.
The single biggest reason people put off estate planning is they don’t know what they don’t know. Here are the questions we hear in nearly every consultation, answered the way we’d answer them at the table.
Section 01
General & Pricing
How much does an estate plan cost?
We do not publish fee ranges online. Every matter is different, and a number without context is not something we'd stake our reputation on. Once we understand your goals together, you'll receive a transparent fixed-fee quote at the conclusion of your free consultation, tailored to your situation. The fee we put in writing before work begins is the fee you pay.
What does “fixed-fee” actually mean?
It means we don't bill you hourly for routine matters. The fee covers the consultation, all drafting, all rounds of revision, the signing meeting, and the inevitable post-signing questions. If your situation is genuinely complex enough to need an hourly arrangement, we'll tell you upfront, and that's rare.
Is the consultation really free?
Yes. By phone or video, no obligation, no payment information requested. If we're the right fit you'll know by the end of the call; if we're not, we'll tell you who is.
Do you take cases outside the Denver area?
Yes. We're licensed throughout Colorado and we work with clients statewide, from Adams County to Telluride and everywhere in between. Our office is in Englewood; we meet by Zoom, phone, or in person depending on what the matter calls for.
Section 02
Estate Planning
Do I need a will or a trust?
It depends on what you own and how it's titled. A will alone sends most estates through Colorado probate: usually six months to a year, public record, and not free. A revocable living trust avoids probate, but only if your assets are actually retitled into it. Most clients with real estate, retirement accounts, or kids end up with a trust-based plan; some don't need one. We'll walk you through the math.
What happens if I die without a plan?
Colorado's intestacy laws decide for you. Your assets go to a default order of relatives that may or may not match your intent, and they get there through probate. If you have minor children and no will, the court appoints their guardian. Most people, when they hear the default rules, decide they want to override them.
How often should I update my estate plan?
A light review every three to five years, plus any time you have a major life event: marriage, divorce, a new child or grandchild, a death in the family, a move out of state, or a significant change in net worth. Our existing clients get a complimentary review every five years.
Can I just use an online estate-plan service?
You can. The forms those services produce are usually valid. The problem is that the form is the easy part. The hard part is knowing which decisions to make, and an online service can't walk you through that. We see fixable mistakes from DIY plans almost every week. Sometimes they're fine; sometimes they cost the family six figures.
When does a power of attorney become effective, and does it ever expire?
A Colorado POA can be drafted to take effect either immediately on signing or only on disability (a springing POA). Those are the two options, and each has trade-offs. Colorado POAs do not carry a statutory expiration date, but banks and brokerages increasingly resist accepting documents more than roughly seven years old. If yours is approaching that window, it's worth refreshing it before you actually need it.
Section 03
Trust & Estate Administration
I'm a successor trustee. What do I do first?
Take a breath. Most trustee mistakes come from acting too fast, not too slow. Your first job is to read the trust, identify the beneficiaries, and inventory the assets, not start writing checks. Call us before you take any step you can't reverse.
Does every estate have to go through probate?
No. A properly funded living trust avoids probate entirely. Even without a trust, Colorado's small-estate rules allow a simplified affidavit process when there is no real estate and personal property falls below the statutory cap: $88,000 for dates of death in 2026, with the threshold adjusted annually for inflation. Most other estates do go through probate, usually informal probate, which is faster and less expensive than people expect.
How long does trust administration take?
For a straightforward trust with cooperative beneficiaries and no real estate, six to nine months. With real estate to sell or distribute, often a year. With a contested beneficiary, longer. We'll give you a realistic timeline at our first meeting.
Section 04
Colorado Probate
What's the difference between informal and formal probate?
Informal probate is the default for uncontested estates with a clear will. It's mostly paperwork, with minimal court involvement. Formal probate involves a judge, hearings, and notice requirements; it's used when the court has to make a determination, such as heirship, an unclear will, or a petition that requires statutory notice. Most of the cases we handle are informal. If a case turns into a true contest, we refer that work to a probate litigator we trust.
How long does Colorado probate take?
After the personal representative publishes notice to creditors, the creditor window closes on the later of four months from first publication or one year from the date of death, whichever occurs first. Most uncontested probates close within nine to twelve months. Formal or contested probates can run two-plus years.
I'm the executor and I live out of state. Can you help?
Yes. This is most of what we do for ancillary probate clients. We handle Colorado-side filings, court appearances, and asset transfers; you stay involved by phone and email. You don't need to fly back for the probate itself.
Section 05
For Trustees & Executors
Can I be sued as trustee?
Theoretically, yes. Trustees can be held personally liable for breach of fiduciary duty. Practically, that's rare when you act in good faith, document your decisions, and follow the trust document. The protection comes from doing the job right, which is most of why people hire us.
Can I refuse the job?
Yes. You can decline before you accept. Once you've started administering the trust, you can resign, but the resignation has to be done correctly so it doesn't leave the trust hanging. We help with both.
Should I pay myself a trustee fee?
If the trust permits it (and most do), yes. The work is real, the responsibility is real, and a reasonable fee is appropriate. The fee is taxable income, and family trustees sometimes choose to waive it. We'll help you think through the trade-offs.
Free Resources
Take some homework with you.
Checklist
Estate Planning Checklist
A one-page document inventory: everything you should gather before your first appointment with us (or any estate attorney). Ask for it when you book your free consultation.
Request your copy → Guide
Colorado Probate Roadmap
A walkthrough of every step in Colorado probate, the deadlines that matter, and the moments where most executors trip.
Read the guide → Hub
Settling a Loved One's Estate
Our flagship resource: what to do in the first thirty days, the next ninety, and the hard parts in between.
Open the hub → A free consultation. No obligation.
Have a question that's not on this page?
Ask. That's the whole point of the consultation.