ESTATE PLANNING

Colorado Estate Planning Attorney in Mesa County, Colorado

Are you prepared for unexpected events?

The answer to “what will happen” should be left up to YOU, not a court-appointed stranger who has no knowledge of your personal life, loved ones, and desires.

Bryce R. Lee, PLLC provides you peace of mind knowing your affairs are in order. Your spouse and your children will be in good hands, your money and other assets will go exactly where you desire.

With just a little planning, you can have peace of mind.

We can help you determine the plan that’s right for you:

• Revocable living trust
• Irrevocable trust
• Will
• Contemporary estate planning for married couples
• Advanced Directive/Living Will
• Beneficiary Deed
• Complex specialized trust
• Life insurance trust
• Charitable trust
• Guardian for Minor Children
• Minor Children’s Trust
• Special Needs Trust
• General Durable Power of Attorney
• Medical Durable Power of Attorney
• Probate, Trust & Estate administration
• Trust disputes
• Formal and informal probate
• Complex estate planning
• Family agreements
• Inheritance issues
• Annual review of your estate plan to assure it is up to date

What age do I need an estate plan?

There is no set age at which you suddenly need an estate plan. We encourage clients of all ages to start thinking about what would happen if they died or became incapacitated. What would happen to your assets, your spouse, and your children? Who would make decisions on your behalf? If you have children, it is absolutely vital to select and appoint a guardian now.

What is an estate plan?

Predicting the future is hard, but we have the experience and tools to make a plan that fits your life and your estate. A basic estate plan consists of not only a will or trust but also include other estate planning tools which provide you with greater control and privacy. It also includes components which focus on you rather than your assets, clarifying how you wish to be cared for and arrangements to make your transition smooth. We put it all in one convenient binder and keep a copy in our records.

Many people find that they simply want to avoid putting their children through lengthy court processes so they will set up their estate plan in such a way as to limit the court’s involvement.

Preparedness and Peace of Mind

We work to get to know your needs and financial circumstances so we can provide you with the best plan for you. We will clarify the difference between a will and a trust and provide you exactly what you need to feel at peace knowing your affairs are in order.