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Essential Documents Every Estate Plan Should Have

Are you thinking it may be time to plan your estate allocations? Some people make the mistake of thinking they need to set up a will and then their affairs are in order. But this is just not the case. The best approach is to create a comprehensive strategy so that all of your plans are completed and then you won't have to worry about if things are taken care of.

Call our Boulder Valley attorneys to discuss your estate planning needs in a free initial consultation at (303) 800-1588.

Experience Makes for the Best Planning

At Braverman Law Group, LLC, our estate planning lawyers have over 15 years of experience assisting people in making important future plans. Our Colorado law firm is different from other firms. We take the time to explain all of your options so you will have the confidence to move forward in making your estate plans.

What Should an Estate Plan Include?

Every estate plan should include at least four things:

  1. Living will or health care directive — No one will argue that it's difficult to think of getting older and needing someone else to make health decisions for them, but the worst thing to do would be to wait until you can't make those decisions for yourself. By planning for this eventuality now, you can have a say in what will happen to you and what your wishes are about life-saving measures and life support methods.
  2. Financial power of attorney (POA) — This important designation should never be overlooked. The person assigned to be your power of attorney can assist you with handling your financial decisions such as paying bills when you are no longer able. Choosing someone who is trustworthy and makes sound decisions is imperative.
  3. Revocable trust — This document is also sometimes called a living trust. This is a trust that you can change while you are still living. This document accounts for how you want your property to be distributed upon your death.
  4. Will — Your will ensures that your final wishes are documented legally and in writing. It is also where you designate who the executor will be. A will accounts for what will happen to your belongings, including assets and any property to be disbursed. You can also designate who will become the guardian for your children if something happens to you.
Discuss Your Planning Needs Today

Attorneys Diedre and Bennett Braverman of Braverman Law Group, LLC, offer customized planning advice for your unique needs. Call their office in the Boulder Valley today at (303) 800-1588 to schedule a free consultation. You can also make your appointment online. Find out how our local attorneys can help you find peace of mind.

Client Reviews
★★★★★
Bennett Braverman is a thorough, knowledgeable expert in his field. He did an excellent job in walking us through the Living Trust process, coaching us through decisions, and making sure we completely understood the what we had to do and the associated benefits and risks. We will continue to recommend him to our friends and look forward to partnering with Bennett in the future. Lisa
★★★★★
Diedre created a will, living trust, and special needs trust for us. She was very responsive and clear in her answers whenever we had questions. On issues, she provided excellent counsel. Her work product is outstanding in every way including its presentation, organization, completeness, and efficacy. We wholeheartedly recommend her. Daryl
★★★★★
We have retained Mr. Braverman for our Trust and Estate needs, and he has far exceeded our expectations. Not only does he have very clearly adept expertise, but he has been patient, kind and has made what had initially seemed very daunting, now very accessible. He will part of our family for a long, long time. Erich
★★★★★
Diedre took the time to go beyond our initial assumptions and explained how we can benefit from strategies no one had explained to us before. Kathy
★★★★★
I wanted to write and thank you for taking care of my parents and their financial planning. My mother and father are an excellent judge of character and for you to win their services is a testament to your upstanding professional and personal demeanor. Once again, thank you. Anonymous
★★★★★
The time and energy Bennett spent briefing the beneficiaries of our plan – helping them to know what to expect and what their duties and responsibilities would be – was invaluable. I trust Bennett and feel his depth of knowledge will allow him to serve a wide range of client needs. The ramifications of each decision were fully explained and his adaptation to our family’s needs was exceptional. Anonymous
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