You don't know where to start
There's a will or trust somewhere, accounts at multiple banks, a house, a car, a stack of bills. We help you turn the pile into a sequence.
Service · Within Estate & Trust Administration
You lost someone. Now there’s paperwork.
We don’t pretend the work isn’t hard. We just don’t let you do it alone. From the first steps through the final distribution, we walk every step with you, at your pace.
Who This Is For
The first call most people make is to us.
You don’t need to have it figured out before you call. That’s the whole point of the call.
You're carrying this for the family
Siblings have opinions but you're the one named. We give you the framework, and the confidence, to make decisions other people don't get a vote on.
There's no plan at all
Mom and dad meant to do it but never got around to it. We help you open intestate probate and walk it through to distribution under Colorado law.
You live out of state
Most of what you'll need to do can be handled remotely with our help. We become the local presence the estate needs.
You're already in over your head
Started solo, hit a wall, realized this is a job. It's not too late. We pick up where you are and take the rest.
Just lost someone?
The first consultation is free and the only thing you need to bring is yourself.
Book a Call How This Goes
Four phases. As long as it takes. Done right.
Some estates can close within nine months, but most take longer. We move things along to make sure nothing gets overlooked and no one is overworked.
01
First meeting: bring everything
Death certificate, will or trust if you have it, account statements, bills, anything that looks important. We sort what matters from what doesn't.
02
The first steps
Death certificate ordering, will lodging or probate filing, EIN if needed, notification to beneficiaries, and organizing assets. The protective work that has to happen first.
03
Inventory, taxes, claims
Identify and value every asset, settle legitimate creditor claims, file the final personal tax return and any required estate or fiduciary returns.
04
Distribution and closure
Distribute what's left to the people entitled to it, with receipts and releases that protect you. Then close the estate or trust on the record.
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Related services.
A free consultation. No obligation.
When you're ready.
No pressure, no clock. When you're ready to start, we'll be ready to help.