Our Colorado Estate Planning Process
Jorgensen, Brownell & Pepin, P.C.
At Jorgensen, Brownell & Pepin, P.C., our Longmont estate planning attorneys have developed an efficient and detailed process to help you create a secure and stable plan for your future. Our reputable full-service firm generally charges a flat fee for estate planning services including drafting your will, living will, trust, medical power of attorney, and financial power of attorney.
Our attorneys will schedule an initial meeting with you to review your estate planning including:
- Tax implications
- Named beneficiaries
- Power of attorney issues
After the initial meeting, we will provide you with documents to review, read, and make necessary changes. A final meeting will be scheduled to perform a final signing ceremony of the documents.
Ready to beginthe estate planning process? Call (720) 809-8310 for an initial consultation.
Our Longmont Lawyers Adopt a Comprehensive Approach
Backed by 30 years of proven experience, our legal team has the skills and legal insight required to address even the most challenging kinds of cases. Our comprehensive approach to estate planning helps us ensure that the needs of our clients are met. We take every single detail into consideration in order to create estate planning documents that are results-driven and strategic. Should you choose to entrust us with your estate planning needs, you can feel confident in knowing that your estate is in good hands. We will take care of all the paperwork on your behalf.
We can help you in the following ways:
- Help you define and clarify your estate planning goals
- Determine the exact value of your estate
- Advise you about making a will or trust
- Help you coordinate your life insurance, retirement accounts, and other kinds of estate planning assets with the rest of your plan
Give us a call today to speak with our well-versed legal team.