Estate Planning

A plan built around your life, not a template

Estate planning isn't just about what happens after you're gone — it's about making sure the people you love are protected and taken care of, no matter what comes up along the way. I help individuals and families across the Front Range put clear, thoughtful plans in place, whether you're starting from scratch, updating an old plan, or preparing for a new chapter — a marriage, a new home, a growing family.

What I help with

  • Wills — directing how your assets are distributed and naming guardians for minor children

  • Revocable living trusts — keeping your estate out of probate and giving your family more privacy and control

  • Financial powers of attorney — naming someone you trust to manage your finances if you're unable to

  • Medical powers of attorney & advance directives — making sure your healthcare wishes are known and honored

  • Beneficiary designation review — making sure your accounts and policies actually match your plan

  • Trust funding — the follow-through that makes a trust actually work

  • Guardianship nominations — especially important for parents of young children

  • Plan updates & second opinions — reviewing an existing plan, yours or one drafted elsewhere, for gaps or inconsistencies

How this works

  1. Consultation — we talk through your family, goals, and concerns, no jargon, no rush.

  2. Plan design — I put together a recommended plan and walk you through the reasoning behind each piece.

  3. Drafting & review — you review the documents and ask questions before anything's final.

  4. Execution — signed, witnessed, and notarized correctly, so it holds up when it matters.

  5. Follow-through — for trusts, that includes helping you fund it properly.

Why work with me

I bring a careful eye for what can go wrong to work that's meant to prevent problems in the first place — catching the gaps, contradictions, and loose ends before they become a crisis for the people you love. Just as importantly, I want you to leave every meeting feeling heard, not processed. Your plan should make sense to you, reflect what actually matters, and give you real peace of mind.

Ready to get started?

Book a consultation →