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Hire An Experienced Estate Planning Attorney in Frisco, CO

It’s the right time to put all your financial affairs in order and ensure that your wishes will be carried with the help of Carlson, Edwards, and O'Connor. We provide experienced attorneys to help you.

If you have important, valuable assets and a family you care about, you need the services of the best estate planning attorney specializing in estate law. Sound estate planning ensures your loved ones are taken care of in the event that you die or become incapacitated. An estate planning attorney will create a solid estate plan that protects your assets, minimizes the taxes your estate would have to pay, and provides financial security for your family. The plan can also include any charities you want to support. 

At Carlson, Edwards, and O’Connor, we provide expert legal advice and services to a wide cross-section of individuals. We offer personalized service to anyone who needs a Summit County real estate planning attorney or a divorce lawyer.

  estate planning law firm helping a person to prepare proper documents for estate planningImage of an estate planning lawyer  who has prepared a document that is being signed by a client.last will and testament prepared for a client with the assistance of an estate planning attorney

What is the Definition of Estate Planning?

Estate planning is the process of determining how your assets and property will be divided in case of your death. Our estate planning firm is among the top estate planning law firms. We help you in making an effective estate plan that addresses who will inherit your assets. It also includes details regarding end-of-life health decisions if you become incapable of making these decisions. Our Colorado estate planning attorney also helps in minimizing the tax burden on those who inherit the assets.

Common Estate Planning Mistakes in Colorado

There are a lot of mistakes you should be aware of when estate planning. Here’s your checklist:

Having a Will Only

People think that just having a will about where they want things to go can save them from court and probate. This is not the case. When you think about the cost of an estate planning attorney in comparison to the thousands of dollars in legal fees that you will spend once your family goes to court, it is merely a fraction. 

Naming Multiple People

A very common mistake is naming many people. For instance, many people name all their children their personal representatives at the same time. If you name more than one person in charge, there is a high chance that they will disagree on things. 

Failure to Name Backups

Some people will just add one person as their power of attorney or personal representative. This can create a problem if that person passes away or is unable to serve as your personal representative. You will have no one to act on your behalf. 

Irrevocable Trusts

Irrevocable trusts can become a dangerous document for you. You should never make these trusts without the consultation of an estate planning lawyer. 

Doing your Plan Online

Doing a plan online is a bad idea, as no one will be the witness for you. When you receive them and print them, they will not be legally binding documents. Being one of the top estate planning law firms we suggest you speak to our attorney who specializes in estate planning. 

Transferring Property

You should not draft special warranty deeds yourself. The house you own costs hundreds of thousands of dollars. It is worth bearing the minimal cost and making a proper deed to protect the value of your property. Speak to our attorney to make accurate documents.

Not Discussing with Family

Do not keep the plan a secret. Discuss things with your family. 

Advantages of Estate Planning

Here are just some benefits of estate planning: 

  • Asset Protection
  • Ensuring your wishes are fulfilled
  • Maintaining privacy
  • Support a cause
  • Giving you peace of mind

What Does Estate Planning Include?

Estate planning includes the following:

  • A Will specifies how you want your property to be divided and your other wishes
  • A trust holds your asset for benefit. You will need an estate planning attorney to create a trust.
  • Life insurance is paid at your death to your beneficiary. You can leave this for your survivors to provide for your children
  • Gifts include the transfer of property to your friends, family, or charity during your life
  • A Power of Attorney gives you the right to make financial and legal decisions on your behalf
  • A health will is made with the help of a Colorado estate planning attorney

How Our Colorado Estate Planning Attorney Can Help You

Any estate planning lawyer you speak to from our law firm will ensure your needs are met. We can assist with: 

Wills - A professional lawyer can help you to ensure your assets are distributed exactly as you wish when you die.  

Durable powers of attorney - This document allows you to give someone the power to act in your place even if you become incapacitated. 

Living will – Our best estate planning attorney will help you specify which types of medical care doctors can and can’t give you if you become unable to communicate. 

Living trust - This is a legal agreement designed to make it easy to transfer your assets without going through probate.  

Donor and burial instructions - Your estate plan can include instructions for organ donation and burial or cremation (as per Colorado Revised Statutes 15-19-106) with the help of an estate planning lawyer.

Providing Legal Expertise and Compassion

Thinking about mortality is not easy for anyone. A professional real estate attorney will always be thoughtful, compassionate, and understanding in every consultation with you. You will not feel pressured to complete a will or make up your mind one way or another.

The property estate planning attorney’s role is to be your ally and knowledgeable advisor. You will receive competent, honest, and valid counseling, and, as far as the law permits it, your wishes will be put in a legal document that produces the desired effects.

Reasons to Hire a Estate Planning Lawyer to Plan Your Estate

An experienced property and estate planning attorney will guide you through the complex stipulations and interpretation of Colorado probate law. For instance, did you know that you may not appoint a person under the age of 21 to serve as your executor (personal representative) according to Colorado Revised Statutes 15-11-203?

Other important stipulations of the code refer to:

  • Rights of children omitted in the will – CRS 15-11-302
  • The conditions for creating trusts for the care of pet animals – CRS 15-11-901

The duties and rights of guardians  - CRS 15-14-314.

For regular persons, the wording of these legal provisions is difficult to understand. Therefore, making a will without the assistance of a property and estate planning lawyer may be purposeless because your wishes will be deemed invalid by the probate court and not carried out.

Finally, while it is rare, some estate planning cases may go to litigation. If you don’t want to deal with that yourself, it is best to hire a professional.

An Estate Planning Attorney in Summit County and Eagle County, CO

Our experienced Colorado estate planning attorneys are the best in the business and they can give you all the advice and support you need. We know that end-of-life matters can be difficult to talk about, but it’s important that you plan your estate. This gives both you and your relatives peace of mind. 

We offer legal representation in and around the following communities:

  • Frisco, CO 
  • Edwards, CO 
  • Eagle County, CO 
  • Avon, CO 

Schedule an initial consultation with a local best estate planning attorney by reaching us online or calling us at 970-368-5829.

What Our Clients Say

  • Glenn
    100% satisfied! Steven represented me for a child custody case and he was very professional and very educated! Not only did he do his job, but it was also obvious that he truly cares about the law and your rights as a parent. Child custody cases are very...
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  • Brian
    Mr. O’Connor was very knowledgeable and professional in handling my case, and I would recommend him to anyone needing legal advice in the future.
  • Lauren Butler
    I have known and worked with Courtney for years. In all my experiences with her, she has never been anything but professional, kind, and intelligent. She's always the most prepared and well-researched person in the room and is therefore generally one...
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  • Yana Welton
    It was a pleasure to work with Steven and Courtney! They are an excellent example of a group of qualified professionals!
  • Julie
    Courtney helped me out immensely. I hired her to write a lease, and I got so much more. She advised me in areas that I didn't understand, was extremely thorough and patient. She went above and beyond what was asked of her. I trust her and am extremely...
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  • Bridget Bose
    Courtney Edwards was a pleasure to work with. In fact, everyone in the company was so helpful in helping my parents prepare their wills. It can be a dark topic but they were professional and kind.
  • Melody
    Steven handled a Guardianship case for me, I needed to get custody of my grandsons due to an issue with their parents. He was professional, determined and knew what was needed to win this case. I can't thank him enough for what he did, my grandsons are...
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  • Kyle
    Steven was very thorough, made important suggestions and promptly answered any questions I had while preparing my will. Highly recommend.

Why Choose Us

Carlson, Edwards, and O’Connor attorneys have been serving the high country since 1993. We are proud to help our clients and advocate zealously for them. Over the course of more than 25 years, we have built a wealth of local knowledge and relationships, and will use them to your advantage.
Our attorneys
  • Summit County Office

    975 North Ten Mile Drive, P.O. Box 1829
    Frisco, CO80443
  • Eagle County Office

    56 Edwards Village Blvd. Unit 121, Suite 1
    Edwards, CO81632