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7 Steps to Estate Planning Peace of Mind | Rocky Mountain Will™

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Legal Advice at the Speed of LifeTM from a Licensed Attorney – Right here in Colorado

7 Steps to Estate Planning Peace of Mind


Step 1 - Be Proactive: It is estimated that over 70% of American's do not have a Will. When a person dies without a Will in Colorado, state statues determine the distribution of their estate and if they have minor children a judge will appoint a guardian for their children. Creating a Will allows you to be in control of how your assets will pass and who will take care of your children in your absence. Either you call the shots or someone else calls the shots.Protect your family. Protect yourself. Be Proactive

Step 2 - Fill Out the Online Questionnaire and Attorney-Client Fee Agreement: You fill in the Online Questionnaire and e-sign the Attorney-Client Fee Agreement.

Step 3 - Payment: Pay the selected fee for services rendered on our secure site.

Step 4 - Consultation With a Licensed Colorado Wills Attorney: A licensed Colorado Wills Attorney will contact you either by phone or e-mail (your preference) to discuss your particular situation and review the Online Questionnaire. Up to 20 minutes of attorney consultation time is included with your fee. Because your time is valuable, the majority of client consultations take about 10 minutes. A separate fee agreement will be necessary for consultation time beyond 20 minutes. Telephone consultations are scheduled between 9:00 am and 5:00 pm MST Monday through Friday.

Step 5 - Attorney Prepares Your Plan: A licensed Colorado Wills Attorney prepares your documents and e-mails a draft and explanations to you for your review within ten (10) business days. Expedited service is available if medical or travel circumstances require that you receive the documents in less than ten (10) business days.

Step 6 - Final Documents Prepared: We prepare your final documents and e-mail them to you with detailed signing instructions.

Step 7 - Sign the Documents: You sign the documents according to the detailed signing instructions. Please be advised that documents will not be legally binding unless they are signed according to the signing instructions.