Colorado Estate Planning: Will and Trust based plans

At Tirey O’Neil, LLC we will help you create a Will or Trust based estate plan tailored to fit your needs and achieve your goals.

We know that no one wants to think about incapacity or death, so it is easy to put off getting an estate plan in place.  In fact a lot of our clients come to us for planning after dealing with the death of a loved one. Generally we hear one of two stories:

1) “My [mother, sister, grandfather, etc.] had no estate plan in place and the probate was an interminable quagmire.  I wouldn’t wish that on anyone, so I want to get my affairs in order.” or

2) “My [father, brother, grandmother, etc.] had everything in order and the estate administration was a breeze.  It made me realize that I needed to get my affairs in order too!”

Sound familiar?  If you would like your family and loved ones to spend time thinking about you, instead of the mess you left them if you become incapacitated or when you die, now is your chance to get your affairs in order.  We can help.    We have set up our planning process to work with you and your trusted advisers to make achieving your planning goals as painless and efficient as possible.  Review our estate planning process for more information.

Estate planning is not “one size fits all”.  Let us help you create a plan that fits.  Contact our estate planning lawyer online or call (720) 932-4400 to schedule a free initial consultation.

Probate and Trust Administration Services

The death of a loved one can be a very traumatic and confusing time.  There are financial, legal, tax and personal matters that need to be handled.

The staff at Tirey O’Neil is experienced in handling Colorado probate matters.  Whether your loved one (the “decedent”) died with or without a Will, we and can guide you through the probate process in Colorado from opening probate (filing the petition or application with the probate court to obtain authority to act on behalf of the estate) to closing probate.

If you are the Trustee of a revocable or irrevocable trust set up by your deceased loved and that trust was fully funded at the time of death, you will not need to open probate.   You will, however, have important fiduciary duties and responsibilities regarding the registration and administration of the Trust.   Our attorneys can guide you through the administration process and counsel you on your fiduciary duties as Trustee.

Contact our probate and trust administration lawyer online or call (720) 932-4400 to schedule a free initial consultation (Free probate consultations are limited to 30 minutes.)  To aid you in organizing the probate estate and preparing for your initial consultation please fill out our Probate Estate Worksheet and bring it with you to the meeting.

 Estate Planning and Administration Worksheets.

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