How it works
No surprises, at any stage.
You'll know what's happening, what it costs, and what's left — before you commit to anything, and every week after that.
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A free call
About twenty minutes, by phone or video, whichever is easier. You tell us what happened and what's landed on you. We ask enough questions to understand the shape of the estate.
By the end of it you'll know which of Colorado's three paths you're likely on, roughly what's involved, and whether you actually need us — plenty of people leave this call able to handle it themselves, and that's a fine outcome.
If what you describe needs a lawyer, we'll say so here rather than three weeks in.
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We map the estate
If you'd like to continue, we build the full picture together: every account, policy, vehicle, property, debt, and beneficiary designation. We'll give you a straightforward list of what to look for and where people usually find it.
This step surfaces the surprises — the old life insurance policy, the account nobody knew about, the car still titled in a deceased parent's name from years ago. Better now than in month six.
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You get a written plan and a flat quote
A plain-English document: what needs to happen, in what order, with real deadlines, and who does each piece. Some things you may want to keep for yourself; some you'll want handed off entirely.
The quote is flat and itemized, so you can take all of it, some of it, or none of it. There's no obligation to continue, and the plan is yours regardless.
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We work the list
We make the calls, sit in the hold queues, prepare the paperwork, submit it, and follow up until each item is genuinely finished rather than merely submitted.
You get a short written update every week — what moved, what's waiting, what we need from you. If there's nothing to report, we'll tell you that too, so you're never left wondering.
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We close it out properly
At the end you get an organized file of everything: every document, every confirmation, every closed account, indexed. Estates have a way of raising a question two years later, and you'll be able to answer it in five minutes.
What it costs
We quote each engagement individually, because estates vary enormously — one might be a single affidavit and three phone calls, another eleven months of administration.
What we can tell you now:
- The first call is free, and includes an honest read on whether you need us at all
- Quotes are flat and itemized, not hourly — you'll know the number before any work starts
- You can take part of the plan and handle the rest yourself
- We don't take a percentage of the estate for administrative work
Compensation for serving as personal representative is a separate matter, agreed in writing in advance and subject to Colorado's reasonableness standard. See the fiduciary page.
How we handle your information
Settling an estate means handling account numbers, Social Security numbers, and financial records — for you and for someone who has died. We treat that seriously.
- Documents are stored encrypted, and shared through a secure link rather than email attachments
- We ask only for what a specific task actually requires
- We never sell, share, or market your information to anyone
- At the end of an engagement you get the complete file, and we delete our working copies on request
More detail in our privacy policy.
Start with the free call
Twenty minutes, no obligation, and you'll leave it knowing more than you do now.