You want to skip probate
Assets titled in a funded trust pass to your beneficiaries without probate court: faster, cheaper, and out of the public record.
Service · Within Estate Planning
Stay in control. Skip probate. Keep it private.
A revocable living trust is the workhorse of modern estate planning. You stay in full control while you’re alive, your family avoids probate when you’re gone, and the whole arrangement stays out of the public record.
Who This Is For
Most families who own a home should have one.
Not every estate needs a trust, but more do than don’t. Here’s when a revocable living trust earns its place in your plan.
You own real estate
A house in your name alone is the single biggest reason most Coloradans end up in probate. A trust holds the title, and the keys, on the right side of that line.
You value privacy
Wills become public when filed with the probate court. Trusts don't. Your assets, your beneficiaries, and your wishes stay between the people who need to know.
You want to stage distributions to children
Half at 25, the rest at 30. Held until they buy a home. Doled out for tuition, never for cars. A trust gives you the control to structure things according to what your beneficiaries truly need.
You own property in another state
Owning a Colorado home plus a place in Arizona means two probates if the title isn't right. A trust handles both without probate in either state.
Trust or just a will?
We’ll tell you straight whether your situation calls for a trust or whether a will alone will do. No upsell.
Book a Call How a Trust Comes Together
Four steps. Four to six weeks. One funded trust.
The drafting is the easy part. The funding, moving assets into the trust, is what most firms drop. We don’t. When the timing is genuinely urgent, we can move as fast as two weeks.
01
Design the trust around your situation
We start with what you own, who you want to take care of, and how you want them taken care of. The drafting follows the design, not the other way around.
02
Draft & review
We prepare the trust agreement, a pour-over will, financial and medical powers of attorney, and a healthcare directive. We walk through every page in plain English.
03
Signing
Final signing happens in our office with the witnesses and notary Colorado requires. You leave with originals, digital copies, and a written funding plan.
04
Funding the trust
An unfunded trust is a paper exercise. We help you retitle real estate, update beneficiaries on accounts, and move assets in. This is the step most other firms skip, and the one that actually keeps you out of probate.
What It Costs
A fixed fee. Quoted upfront.
Trust-based plans vary with what you own, how assets are titled, and how much coordination you need. The fee we put in writing is the fee you pay, regardless of how many edits until it’s signed.
Includes drafting, the funding plan, and the signing meeting.
You’ll receive a transparent fixed-fee quote at the conclusion of your free consultation, tailored to your matter, before any engagement begins.
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Other services within Estate Planning.
A free consultation. No obligation.
A trust is one of the best things you can do for your family.
Start with a free conversation. We’ll confirm whether a revocable trust fits your situation and give you a fixed-fee quote before any work begins.