What Is Estate Planning?

Estate planning is the process of arranging how your assets, property, and responsibilities will be managed during your lifetime and distributed after your death. A well-crafted estate plan provides clarity for your loved ones, minimizes taxes and costs, and ensures that your values and intentions are carried out.

At Schuler Law, LLC, we work with families throughout the Denver-Boulder metro area of Colorado to create comprehensive plans tailored to each client's unique situation.

What Does an Estate Plan Include?

Who Needs an Estate Plan?

Anyone who owns property, has dependents, or wants control over what happens to their affairs should have an estate plan. Common situations that call for planning include:

The Estate Planning Process

We begin with a consultation to understand your family structure, assets, goals, and concerns. From there, we draft the appropriate documents, review them together, and guide you through execution and funding of trusts. We also recommend periodic reviews as life circumstances change.

Frequently Asked Questions

Do I need a trust if I already have a will?

A will and a trust serve different purposes. A trust can avoid probate, provide privacy, manage assets during incapacity, and offer more control over asset distribution. In addition, a will is only effective at death while a trust may be effective during life and at death. Some clients benefit from having both as part of a coordinated estate plan.

How much does estate planning cost?

The cost depends on the complexity of your situation and your specific goals. We offer consultations to discuss your needs and provide a clear estimate before any work begins.