Estate Planning & Probate — Protect what you’ve built and simplify tomorrow

Need a will, trust, or help navigating probate in Colorado? We create clear, tax‑aware plans and guide personal representatives through the probate process—so your loved ones have fewer decisions and more certainty.

  • Wills and revocable/irrevocable trusts tailored to your family, assets, and goals.
  • Durable powers of attorney and advance directives to protect decision‑making if you’re unable to act.
  • Practical probate administration that handles filings, creditors, and distributions with professionalism.
  • Asset‑protection strategies coordinated with insurance, real estate titles, and business interests.
Start My Estate Plan Call 720-499-0000

Based in Castle Rock and serving the Denver metro, with a national expansion plan.

Attorney meeting with family to design a will and trust, reviewing binder and asset list

Who we help

We serve individuals and families at every life stage—especially those with homes, children, blended families, or business interests.

  • Young families establishing guardianship and clear instructions
  • Homeowners and real‑estate investors aligning deeds and titles
  • Business owners coordinating buy‑sell terms and succession
  • Aging parents and caregivers planning for care and probate
  • Personal representatives administering estates with court oversight
Castle Rock Estate Planning Lawyers See how our process works

Matters we handle

Ask about your situation
Attorney reviewing estate planning documents, deed, and beneficiary designations with client

Our approach: education‑forward, tax‑aware, and coordinated

We explain your options in plain language, then build a plan that integrates real estate, insurance, and business factors. Where needed, we align deeds and beneficiary designations and coordinate with your CPA and financial advisor.

  • Clear decision points and timelines—no legalese
  • Asset‑by‑asset funding checklist to ensure your plan works
  • Cross‑disciplinary insight: insurance, real estate, and business
  • Responsive communication—updates by your preferred channel

For neutral primers on probate concepts, the Legal Information Institute offers helpful overviews at law.cornell.edu .

Process & timeline

Estate planning steps

  1. Discovery: goals, family, assets, risk profile
  2. Design: will/trust structure, guardians, agents, tax strategy
  3. Drafting: plain‑language documents and summary letter
  4. Signing & custody: witnessing/notarization and storage plan
  5. Funding: titles, beneficiary designations, and asset alignment
  6. Updates: revisit after major life/asset changes

Probate administration

  • Court filings and appointment of personal representative
  • Notice to heirs/creditors and identification of assets
  • Inventory, appraisals, and creditor claims management
  • Accounting, distributions, and closing the estate

Timelines vary by court, asset complexity, and disputes. We set expectations early and keep you informed.

Learn about probate administration
See our full client process Request a timeline for your plan

Fees & billing

Many estate plans are offered at transparent flat fees. Complex trusts and contested probate matters may use hourly or hybrid structures. Every engagement includes a written scope so you know what’s covered and when.

  • Flat‑fee will or revocable living trust packages where appropriate
  • Predictable add‑ons for deeds, assignments, or advanced drafting
  • Hourly/hybrid for probate and complex estates with estimates

What impacts cost?

  • Number and type of assets (businesses, multiple properties, retirement accounts)
  • Privacy goals and tax considerations
  • Family structure and special‑needs planning
  • Contested issues in probate (will challenges, missing assets)
Get a fee estimate Call 720-499-0000

Documents checklist

Gathering a few basics helps us design efficiently. If you don’t have everything yet, start with what’s available—we’ll prioritize the rest.

  • Government ID and family information (names, ages, relationships)
  • Asset and liability list (accounts, property addresses, loans)
  • Beneficiary designations for retirement and life insurance
  • Existing wills, trusts, deeds, premarital agreements, or buy‑sell agreements
  • Insurance policies and recent statements
Explore helpful guides Wills & trusts overview
Checklist and folder with estate planning documents ready for signing

Frequently asked questions

Quick answers to common planning and probate concerns.

Do I need a trust or is a will enough?
It depends on your asset mix, privacy goals, and state probate rules. Wills direct distributions through probate; properly funded revocable trusts can streamline or avoid probate for titled assets. We recommend the right structure after a consult.
How often should I update my plan?
After major life events (marriage, divorce, birth, death, move, liquidity) or every few years to account for legal and financial changes. We offer review check‑ins so your plan stays aligned with your goals.
What happens if I die without a will?
State intestacy laws determine distribution to relatives in set proportions. Planning lets you choose beneficiaries, name guardians, minimize conflict, and may reduce cost and delay for your family.
Can you coordinate with my CPA and financial advisor?
Yes. We collaborate with your advisors to align tax strategy, investments, and beneficiary designations. With permission, we’ll share summaries and confirm implementation steps.
How long does probate take?
Simple estates may resolve in several months; contested or complex matters (business interests, real estate sales, disputes) can take longer. We map milestones, manage creditor deadlines, and keep you informed at each stage.
Can a trust protect assets from creditors or long‑term care?
Some jurisdictions offer lawful tools for specific risks; options and effectiveness vary by timing and state law. Early, compliant planning is critical. Explore asset‑protection strategies .

Plan with confidence—start your estate plan today

We’ll outline options, fees, and a realistic timeline on your first call. Clear documents, coordinated funding, and responsive updates.

Plan Your Estate Today Free Initial Call—Estate Planning
Meet our lawyers See state coverage

Page last updated: September 12, 2025