Greenwood Village Estate Planning Attorney

Plan for the people you care about, the property you own, and the decisions someone may need to make for you.

Colorado estate planning

Legacy Law Group meets with families at our Greenwood Village office to create and update Colorado estate plans. We can help you decide who could act for you if you couldn’t, how to plan for children or other people who depend on you, and whether a will, a trust, or another arrangement fits what you own.

Already have documents? Bring them, even if they’re old or incomplete. You don’t need to figure out which documents you need before we meet.

Meeting with us in person? Get directions to our Greenwood Village office at 6455 S Yosemite St, Suite 101.

What do you want your plan to do?

Start with the decisions that affect you now. Who should pay bills if you can’t? Who should speak with doctors? If you have children, who would you want to care for them, and who should manage money you leave for them? Those roles can go to different people.

Three questions to bring to an estate planning meeting
If you’re wondering	Start here
Who would handle bills or care decisions?	List the people you trust for each job and a backup for each. Discuss separate financial and medical powers of attorney.
Would a will or trust fit?	Bring a list of property, the names on the titles, and beneficiary forms. Compare what a will and trust each do.
Does my old plan still work?	Bring the signed plan and a short list of what changed. A move, refinance, or change in family circumstances can be a reason to review it.

What to bring to your first meeting

Your existing documents: A will, trust, powers of attorney, or healthcare directives, if you have them.
A short property list: A current deed, any other real estate, business interests, and the types of accounts you own. Approximate values are fine to start.
Current beneficiary records: The confirmations you can find for retirement accounts, insurance, and accounts with named beneficiaries.
Names and questions: People you’d want to help, possible backups, and anything you’re unsure about. Keep account numbers and passwords out of ordinary email.

Example: a Greenwood Village home and a retirement account

Imagine you refinanced your Greenwood Village home and later updated your retirement account beneficiary. The home’s recorded deed and the retirement plan’s beneficiary record answer different questions. A sentence in a will or trust does not, by itself, update either record.

If the home is in Arapahoe County, the county Clerk and Recorder’s document search can help you locate the recorded deed. Ask the retirement plan or custodian for its current beneficiary confirmation. Bring both and ask what, if anything, should change. Get advice before signing a deed or changing a beneficiary.

If avoiding probate for certain property is one of your goals, we can help you plan ahead and review how your assets would pass. We do not handle probate cases. If someone has already died, start with Colorado Judicial Branch resources for opening an estate or a Colorado probate attorney.

From the first meeting to follow-up

Prepare. Gather what you have. We’ll ask what you want to change and who might need to act for you.
Decide and sign. Talk through the choices and agree on the scope. Review the documents and ask how they will be signed.
Check what happens next. Before you leave, ask which records need attention, who is responsible, and what would confirm the task is done. That may be a recorded deed or the institution’s beneficiary confirmation.

If you already have a trust, our Colorado trust funding guide can help you prepare questions about property you own. For the firm’s meeting and worksheet steps, see how to get started with an estate plan.

What affects the cost of an estate plan?

It depends on the documents you need and what work the quote includes after signing. For example, a plan for a family with a business or property in another state may need extra review.

When you compare plans or quotes, ask whether the work includes drafting and signing only or help with specific follow-up steps. Our estate planning cost guide explains what can affect the price.

Watch: Meet Legacy Law Group Colorado

In this three-minute introduction to Legacy Law Group Colorado, the firm explains why it helps families plan before something changes. If you’re meeting with us for the first time, use the questions above to decide what you’d like to talk through.