Vincent, Romeo & Rodriguez, LLC
Denver Metro Office 303-500-5859
Boulder County Office 303-720-7260

Simple steps to begin an estate plan

Indeed, August is not the ideal time to begin resolutions. After all, most people are set in their ways when the last month of the summer comes along. This is probably why “New Year’s resolutions” are so popular. But like promises to eat better, lose weight or stave off other bad habits, it is never too early to start an estate plan.  The problem most people have is simply getting started.

Many may believe that creating an estate plan is too complicated and expensive. Others may think that they must have a million dollar estate or a large business to pass on. Both are fears that can be quickly overcome, and this post will highlight a few simple steps to get started.

Have an open mind – For many, the thought of passing on is a morbid topic, but estate planning is more about living than dying. Consider it an opportunity to leave an impression on your loved ones and affect their upbringing when you are no longer able to. Most people will relish such a chance to positively influence future generations.

Create a list of assets – It doesn’t make sense to create a plan until you have a good idea of what you have and what you think you want to pass down to your heirs. With that, it is helpful to create a list of assets, which will help in getting you to think about how you want your property divided.

Name assignees – Every estate plan must include people assigned to carry out your wishes. This includes a financial power of attorney, and a health care proxy. These people can make decisions on your behalf in the event that you are incapacitated.

Once you have completed these steps, you will have the basic foundation necessary to create a viable estate plan. For additional help in creating a plan, an experienced attorney can advise you. 

No Comments

Leave a comment
Comment Information

Contact Our Firm

Bold labels are required.

Contact Information

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.


Privacy Policy

Contact Information

Louisville Office
1805 Hwy. 42
Suite 100
Louisville, CO 80027

Phone: 303-720-7260
Fax: 303-604-6052
Louisville Law Office Map

Englewood Office
5460 South Quebec Street
Suite 333
Englewood, CO 80111

Phone: 303-500-5859
Fax: 303-723-8814
Englewood Law Office Map