Wills & Trusts made clear—protect your family, assets, and privacy

The right plan puts you in control. A will directs guardianship and distributions through the court-supervised probate process. A trust adds lifetime management and privacy, helping assets transfer smoothly while you’re alive and after. We tailor a plan that fits your goals—probate management, privacy, guardianship directions, and incapacity planning—without unnecessary complexity.

  • Choose who receives what and when, with trustee safeguards for minors or spendthrift beneficiaries.
  • Reduce probate burden and keep sensitive details private with a properly funded revocable trust.
  • Plan for incapacity via powers of attorney and healthcare directives so loved ones can act without court delays.
  • Coordinate real estate, insurance, and tax considerations to avoid conflicts and maximize protection.
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Who benefits from a will or trust?

We design right-sized plans for today and tomorrow. The following scenarios commonly point to specific planning choices.

Young families

Name guardians and set up basic trusts so kids are protected if something happens unexpectedly.

Homeowners

Avoid probate on real estate by titling your home into a revocable trust and coordinating with your lender and HOA.

Blended families

Provide for a spouse and preserve inheritances for children from previous relationships with trustee oversight.

Business owners

Coordinate operating agreements, buy-sell terms, and trustee powers to keep the company on track if you’re unavailable.

High-net-worth households

Add advanced trusts and insurance alignment to manage taxes, liquidity, and asset preservation across generations.

See full Estate Planning & Probate Need help with Probate Administration? Explore Asset-Protection Strategies

Common trust types (what they do and when to use them)

We explain options in plain language and recommend the least complex structure that achieves your goals.

Revocable living trust

Keeps control while you’re alive; simplifies transfers; can help avoid probate for titled assets if properly funded.

Testamentary trust

Created under a will at death; useful for minors and staged distributions; still passes through probate.

Special needs trust

Preserves eligibility for means‑tested benefits while enhancing quality of life through supplemental distributions.

ILIT (life insurance trust)

Removes policy proceeds from your taxable estate when structured correctly; coordinates liquidity for estate costs.

Asset-protection structures

Jurisdiction-dependent tools designed to lawfully protect assets from future risks; suitability assessed case-by-case.

Signing ceremony for a family trust with notary and witnesses present

Our planning process (weeks, not months)

  1. Goal setting: We clarify priorities—guardianship, privacy, taxes, and property logistics.
  2. Selection: Recommend will/trust mix and supporting documents (POAs, health directives).
  3. Drafting: Plain‑language documents tailored to your assets and family dynamics.
  4. Execution: Proper witnessing/notarization and signing ceremony guidance.
  5. Funding (for trusts): We help retitle real estate, update financial accounts, and align beneficiary designations.
  6. Maintenance: Periodic reviews after life changes—marriage, children, home purchases, liquidity events.

Many plans complete in weeks depending on complexity and your readiness. For a deeper look at how matters flow at our firm, see: Our Process .

Want a neutral primer on wills and trusts terminology? The Legal Information Institute offers approachable overviews at law.cornell.edu .

Fees & billing—transparent and predictable

Most foundational plans (will package or revocable trust package) are offered at flat fees that include core documents, a signing ceremony, and practical funding guidance. Advanced trusts (special needs, ILITs, asset‑protection structures) are scoped individually. You’ll receive a written scope and fee terms before we begin.

  • Clear flat‑fee packages for common plans.
  • Custom pricing for advanced trusts or complex funding.
  • No surprises—every engagement includes a written scope letter.
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Why choose Tactical Lawyers for Wills & Trusts?

  • Cross‑disciplinary insight: real estate, insurance, business, and tax—so your plan works in the real world.
  • Responsive communication with clear timelines and next steps.
  • Local to Castle Rock and the Denver Metro with growing state coverage.
Meet Our Lawyers Castle Rock Estate Planning
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Wills & Trusts FAQs

Practical answers to help you move forward with confidence.

Can I keep my existing will and add a trust?
Often, yes. We coordinate your documents and update beneficiary designations to avoid conflicts. We’ll also ensure your new trust and any “pour‑over” will work together as intended.
Do trusts avoid probate entirely?
Properly funded revocable trusts can reduce or avoid probate for titled assets placed into the trust. Some assets transfer by beneficiary designation outside probate; we align everything to minimize friction.
How long does it take to set up?
Most plans are completed in weeks, depending on complexity and client readiness. Funding steps (like retitling real estate) can add time; we provide a clear timeline at the start.
Does my will need witnesses or a notary?
Most jurisdictions require specific witnessing formalities for wills. Some also use self‑proving affidavits notarized at signing. We handle your ceremony to meet local rules and streamline probate.
What assets should I place into my trust?
Typically, real estate, non‑retirement investment accounts, and certain bank accounts are retitled to the trust. Retirement accounts usually keep beneficiary designations instead. We give you a funding checklist tailored to your holdings.
We own a home with a mortgage and an HOA—does a trust complicate that?
Lenders and HOAs commonly accommodate trust ownership when documentation is handled correctly. We coordinate deeds, insurance endorsements, and HOA notices so your coverage and community rules stay aligned.
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Ready to build a plan that works in real life?

Tell us your goals. We’ll confirm conflicts, outline options, and give you a realistic timeline for signing and trust funding.

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Page last updated: September 12, 2025