Give Us a Call: 303.449.6543

Estate Planning for Every Legacy.

Build wealth, live your dreams and care for the people you love.

Choose the service that’s right for you:

First Step Estate Planning

Get started with essential documents: will, trust, and power of attorney. Create your first estate plan – done right with room to grow.
Learn More

Concierge Estate Planning

With over 20 years of experience, we have the tools and expertise to help you envision, create, and secure your legacy.
Learn More

Legacy Coaching

As true counselors at law, we go beyond the strictly legal to help you navigate the complexity of big, difficult decisions.
Learn More

Workshop Estate Planning

Learn the basics from a seasoned estate planning attorney and get your essential documents at a fraction of the cost.
Learn More

Crunch Time Estate Planning

Urgent? In a rush? No problem. We pride ourselves in navigating short timeframes when necessary.
Learn More

Probate, Estate & Trust Admin

Looking for support and guidance as you go through the process of probate, estate and trust administration?
Learn More

What makes us different is our ability to provide an insightful, big picture approach based on a deep understanding of our clients’ needs, goals and ethics.

Testimonials

Why You Don’t Need an Estate Plan

(unless you do!). Some folks are either too busy or not convinced that they need an estate plan. Either way, we are here to help you check this item off your list. Let’s start with why you don’t need an estate plan. If we can agree on that, we don’t need to get to the too busy part. And if you decide you really do need some planning, the too busy part should resolve itself.
Read Full Article

Reach out to us!

Estate planning can seem daunting but we can guide you down the right path with ease.

Your Name (required)

Your Email (required)

Subject

Your Message


We respect your privacy and will not sell or disclose your email address.

Lost Password