Where should you begin?

When you are experiencing a loss, often times it can be confusing to understand what to do first.

Please call 303-803-6258 to speak to a live person to help guide you.

Take time to grieve

It’s important to allow yourself time to grieve and process your emotions after the loss of a loved one. Everyone grieves differently, so there’s no “right” way to do it.

Seek support

Losing a loved one can be very difficult, and it’s important to seek support during this time. You may want to reach out to family and friends, attend a support group, or seek professional help from a therapist or counselor.

Secure important documents

You’ll need to secure important documents such as the person’s will, insurance policies, and other legal paperwork. These documents will be important in managing the person’s estate and ensuring that their wishes are carried out.

Start planning

While it may be difficult to think about, it’s important to start planning for the future. You may want to update your own estate plan, review your insurance policies, and consider your long-term financial goals. By taking these steps, you can ensure that your own wishes are reflected in your estate plan and help protect your loved ones in the future.

Preparation provides piece of mind

Estate Coordination

As a facilitator connecting clients with service providers, I can help you connect with professionals who offer estate planning services. Estate planning entails the creation of a thorough strategy to manage and distribute your assets according to your preferences once you have passed away. The professionals we work with can assist you in developing a personalized plan that aligns with your wishes and aims to minimize tax obligations.

Probate Administration

Probate is the legal process of settling an individual’s estate after they pass away. Our probate administration services can help guide you through this process and ensure that your loved one’s assets are distributed according to their wishes. We can assist with managing the probate process, identifying and valuing assets, paying debts and taxes, and distributing assets to beneficiaries.

Estate Litigation

Unfortunately, disputes can sometimes arise during the estate planning or probate process. Our estate litigation services can help you resolve these disputes and protect your rights. We can assist with will contests, trust disputes, breach of fiduciary duty claims, and other legal disputes that may arise during the estate planning or probate process.

Questions? Overwhelmed?

Dealing with loss is never easy. My team and I provide trusted support as you grieve and can help you navigate the probate process.

Disclaimer: Please note that I am not an attorney, and the information provided here is for general guidance purposes only. It is recommended to consult with a qualified legal professional for specific legal advice or concerns.

10111 Inverness Main St., Suite P, Englewood, CO 80112
Office Phone: (303) 799-9898
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