Do I Need a Will? A Trust? Both?

There is a lot of conflicting information regarding whether a person needs a will or a trust. Generally, when you start sharing with your family members and friends that you are looking into estate planning, it seems like everyone is an expert and knows exactly what you need. In reality, the first step to figuring out what type of plan will work the best for you is to lay out what your goals are and what you are concerned about.

To determine what documents will help you reach your goals, schedule a meeting with one of our Colorado Springs attorneys. You may also call 719-249-2785 and our team will be happy to help you.

Do I Need Any Other Documents?

Wills and trusts deal with distribution of your assets after you have passed away. The documents that protect you and your assets are equally as important:

A personal property memorandum is also a helpful document where you can leave special items to specific people. For example, you can ensure your great-grandfather’s pocket watch goes to Timmy or your pet Fluffy goes to Barbara.

Another important tool is a Final Instructions and Disposition of Last Remains document. This lets your loved ones know answers to the hard questions, such as burial or cremation.

How Do I Find Out What Documents Help Me Accomplish My Goals?

To get peace of mind knowing the legacy you have created will flow to your loved ones, schedule an appointment with our experienced Colorado Springs attorneys. We will help you go from unprepared to prepared in three simple steps:

  1. Book an initial appointment to determine what documents help you reach your goals.
  2. Come to your planning meeting to cover all the details of your plan.
  3. Have your signing meeting and leave our office knowing your family is protected!