We have office locations in Arvada, Broomfield, Colorado Springs, Ft. Collins, Lakewood and Denver
Please check the blanks corresponding to the various types of assets owned by you and/or your spouse, don’t
worry about listing any values here.
If You Have a Spread Sheet or Detailed Information – Typed or Handwritten – Concerning Your Assets, Liabilities and Other Financial Information, Please Bring This Information With You to Your Initial Consultation.
Who among your family members and/or friends would you appoint to handle the estate-settlement details for you at your death or during a mental disability?
We are interested in why you decided to inquire about your estate planning at this particular point in time. Please check one or more of the choices below that correspond with your situation.
What hobbies, diversions, or activities do you enjoy so we can learn a little bit more about the “real” you, as opposed to just numbers and names (e.g., golf, yoga, crafts, exercise, fishing, hiking, camping, hunting, gardening, shopping, reading, sports, traveling, cooking, antiquing, investing, crosswords, computers, cars, bridge, movies, etc.):