Estate Planning Made Simple

Because If You Don’t Decide, the Courts Will

Estate planning isn’t just some boring legal chore for billionaires with yachts and trust funds. It’s for anyone who wants to make sure their loved ones don’t end up tangled in court or dealing with unnecessary stress.

Without a plan, decisions about your estate may be made by the state, and let’s be honest—when has bureaucracy ever been known for efficiency and compassion? That’s why we’ve partnered with EncoreEstate Plans to offer an accessible, attorney-drafted way to get your estate in order.

Why Estate Planning Matters

🛡️ Protect Your Family

Who gets the kids? The house? The dog? You should decide—not a judge who has no idea of what matters to you.

🚫 Avoid Probate

Probate can be a time-consuming and costly legal process. Some people choose estate planning strategies that help keep assets out of probate, which may allow for a smoother transition to beneficiaries.

🧠 Plan for Incapacity

If you become unable to make financial or medical decisions, planning in advance can help ensure that the right person is legally authorized to step in.

💡 Did you know? Many people assume that if they’re married, their spouse automatically has the authority to handle their medical and financial decisions if they become incapacitated. That’s often not the case. Without a Power of Attorney (POA) and Advanced Healthcare Directive, even a spouse may need court approval to access accounts, make medical choices, or manage key financial matters.

🏡 Control Over Asset Distribution

Estate planning tools, such as wills and trusts, can allow individuals to set specific instructions on how and when assets are distributed.

🌎 Multi-State Property Considerations

For those who own real estate in multiple states, certain estate planning tools—such as a trust—may help simplify the transfer process and avoid probate in multiple jurisdictions.

Wills vs. Trusts – Understanding the Basics

✍️ Will-Based Plan

A will is a legal document that allows you to specify how your assets should be distributed after your passing. It can also name guardians for minor children. However, a will generally goes through probate, a process that may be public and take time to complete.

💰 Cost (individual or married couple):

• $1,250 (Non-Client Pricing) / $625 (Client Pricing)

• Includes notarization in the Greater Denver Area

📝 What’s Included?

• State-Specific Will – Drafted according to the laws of your state

• One-Page Will Summary – A simplified outline of the plan

• Financial & Medical Power of Attorney – Allows someone to act on your behalf if needed

• Advanced Healthcare Directive – Documents your healthcare preferences

• HIPAA Release – Grants access to necessary medical information

• Guardianship Designations – Specifies who will care for minor children

🏰 Trust-Based Plan

A trust is another estate planning tool that allows assets to pass to beneficiaries without probate. A properly structured trust can provide privacy and greater control over how assets are distributed. It can also be a way to protect young beneficiaries from inheriting a large sum all at once. Instead of an 18-year-old suddenly gaining access to their full inheritance (hello, sports cars and questionable investments), a trust allows you to set conditions—such as releasing funds gradually or at specific milestones—while a trusted individual of your choosing oversees the assets until they reach a more responsible age.

💰 Cost (individual or married couple)

• $2,050 (Non-Client Pricing) / $1,025 (Client Pricing)

• Includes notarization in the Greater Denver Area

• Property deed transfers are a separate fee and are generally $250, with a few states as high as $500

🛡️ What’s Included?

• Revocable Living Trust – A flexible document that holds and governs assets

• Certification of Trust – A summary confirming the trust’s existence

• One-Page Trust Summary – An overview of the trust’s key elements

• Financial & Medical Power of Attorney – Authorizes someone to act on your behalf

• Advanced Healthcare Directive – Documents your medical treatment preferences

• HIPAA Release – Allows access to medical information when needed

• Pour-Over Will – Ensures assets not titled in the trust are covered

• Guardianship Designations – Names who will care for minor children

The Powers Package: A Legal Safety Net

Not everyone needs a full estate plan, but certain legal documents can be useful in case of an emergency. A Powers Package ensures that someone you trust is legally authorized to act on your behalf when needed.

💰 Cost:

• Individuals: $450 (Non-Client Pricing) / $250 (Client Pricing)

• Couples: $875 (Non-Client Pricing) / $475 (Client Pricing)

• Includes notarization in the Greater Denver Area

📝 What’s Included?

• Power of Attorney – Finances – Authorizes someone to manage financial matters if you become incapacitated

• Advance Health Care Directive / Power of Attorney for Health Care – Allows a trusted individual to make medical decisions if you are unable to

• HIPAA Release – Ensures access to medical information when needed

💡 Great for parents of young adults: When your child turns 18, you no longer have automatic legal authority over their medical or financial decisions if they become incapacitated. This package helps ensure you can step in if necessary.

Already Have an Estate Plan?

Estate plans aren’t “set and forget” documents. Laws change, financial situations evolve, and family dynamics shift. If you already have an estate plan but haven’t looked at it in years, getting a visual estate plan summary can show you an overview of your plan.

💰 Cost:

• $300 (Non-Client Pricing) / $250 (Client Pricing)
  (10-business-day turnaround)

📄 Estate Plan Summary

For those who created an estate plan outside of EncoreEstate Plans, this service provides an overview of the existing plan’s structure.

• A Plan Visual (VEPS) – A clear outline of how the existing plan is structured

• A Plan Summary – A structured list of considerations to help determine whether the plan still aligns with current wishes

Estate Planning Services Without the Jaw-Dropping Legal Fees

Traditional estate planning attorneys often charge $4,000 - $7,000 for a trust-based estate plan. Through EncoreEstate Plans, comprehensive, attorney-drafted estate planning solutions are available at a more accessible price.