Resources.
A small library of plain-language resources we share with clients before, during, and after engagement. None of these substitute for legal advice — they're the materials we wish we'd had when we started planning for our own families.
- RES-01WORKSHEET
Document checklist for a first consultation
A short worksheet listing the documents and account information helpful to bring to a consultation. Optional · we begin with conversation, not paperwork.
- RES-02GLOSSARY
Plain-language estate planning glossary
A four-page glossary of common terms (revocable trust, pour-over will, healthcare POA, durable POA, beneficiary designation, etc.) written for clients, not attorneys.
- RES-03MEMO
Special-needs trust + benefits-impact one-pager
How a third-party SNT preserves SSI/Medicaid eligibility. The trade-offs we walk through with every special-needs family.
- RES-04GUIDE
Revocable trust vs. will: a Colorado-specific comparison
When a will is sufficient · when a revocable trust earns its keep · what probate looks like in Boulder, Denver, and Larimer counties.
- RES-05GUIDE
Choosing a trustee, executor, and agent
A practical framework for picking the people you trust to do this work — and the conversations to have with them before you sign.
- RES-06FORMS
Healthcare directive + HIPAA release
Colorado-statutory healthcare directive forms with an explanation of each section. Provided as a teaching resource; we still recommend a consultation.
