Already Have an Existing Estate Plan?
The Law Offices of Bruce Peotter will review your current estate planning documents. You will then receive a comprehensive review of your current living trust plan in writing.
Our law firm has reviewed hundreds of living trusts prepared by trust mills, online document companies, and other attorneys. Unfortunately, many of these plans include improper or omitted provisions that could have saved the estate thousands of dollars. More importantly, these plans did not manage the estate the way the client wanted. We have developed the Total Family Trust Plan Review to go over the strengths and weaknesses of your current plan but also to truly determine what you want to be accomplished with your plan.
Our Total Family Trust Plan Review is done for a flat fee that is fully credited toward the cost of a new Total Family Trust Plan, should you choose to replace your existing trust.
After careful analysis of each client's current family and financial situation, and after developing an understanding of the client's estate planning goals and objectives, Bruce develops the estate planning strategies that he feels would best achieve those goals and objectives. After the client thoroughly understands the strategies and planning that he is recommending, he then drafts the appropriate estate planning documents for the client to review. Before implementing the documents, he meets with the client to review the documents together and make sure that the client thoroughly understands key provisions in the estate plan.
After the documents have been executed, he then assists that client with the re-titling process, ensuring that the created trusts are properly funded. The clients are then entered into our database and are kept informed of any future changes in the law that might affect their estate plan.
Protecting What Matters Most
We provide our services so that you can rest assured that your loved ones will be properly cared for in your absence. It’s important to consult with an estate planning expert who understands what is necessary to ensure your family’s well-being. Your plan is personalized to your unique situation and according to your personal wishes. Having this plan in place allows you to protect your loved ones and direct the management of your assets.
At our law firm, we have all the resources you need for planning your family trust practically and thoroughly. We cover every detail and record your precise instructions. Taking these steps now will allow you to enjoy a more stress-free life later on. Whether you need to write an original estate plan or update an existing one with our comprehensive Family Trust Plan, our attorney helps you accomplish your financial goals.
Since 1994, our attorney has assisted numerous clients with the affairs of their estates. His experience and knowledge of estate law in both Colorado and California have earned his distinction as a leading estate planning attorney. To draft a plan that’s tailored to your individual needs, please call our office to schedule a consultation. We welcome the opportunity to help you develop your trust and set up a brighter future for your family.
Contact us to schedule your consultation. We serve clients at our offices in Englewood, Colorado, and Tustin, California.