FREQUENTLY ASKED QUESTIONS

A will outlines how you want your assets distributed after you pass, but it must go through probate — a court-supervised process. A trust allows assets to transfer directly to beneficiaries without probate, often saving time, money, and providing more privacy. Many families benefit from having both as part of a comprehensive estate plan.

The best first step is to schedule a Life & Legacy Planning Session with Alexa. During this session, we'll discuss your family, your goals, your concerns, and what matters most to you. From there, we create a customized plan that fits your unique situation. There's no pressure — just a conversation about your future.

At minimum, every small business should have operating agreements or bylaws, employment agreements, client/vendor contracts, and appropriate insurance documentation. Depending on your industry, you may also need regulatory compliance documents, non-disclosure agreements, and intellectual property protections.

While it's technically possible to create a power of attorney without a lawyer, we strongly recommend working with one. A properly drafted POA ensures your wishes are clearly stated, legally enforceable, and tailored to Colorado law. An improperly drafted POA can cause significant problems when you need it most.