Estate Planning Audit

Welcome! We’ve created this audit just for you. Many people who take this audit find common gaps that can be filled to make things easier for their loved ones.

The point is not to scare you, but simply to raise some issues you may not have thought of.

Without knowing the specifics of your situation, we can’t give you any legal advice, so please know that this is just general legal information designed to identify issues and point you in the right direction. If you need legal advice, please seek the guidance of a qualified estate planning attorney in your area.

This audit is not meant to be comprehensive, as there is no way to identify in this short space all of the issues that may arise for everyone. Instead, this is designed to assist you in identifying issues that are common to the general population. We strongly recommend that every single person meets with a good estate planning attorney for specific advice. If you are part of a blended family, have disabled loved ones or minor children, or have other special concerns, it is particularly important.

Also, we’re only licensed in Colorado so the information is specific for Colorado residents only.