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  • Writer's picturemelissadoughertyan

Top Estate Planning Documents

Updated: Jun 15

Top Estate Planning Documents

Here is a list of the documents my clients ask me for the most:

(1) Revocable Living Trust

(2) Pour Over Will

(3) General Durable Power of Attorney

(4) Medical Power of Attorney

(5) HIPAA Waiver

(6) Living Will/ Advanced Directive

(7) Guardianship Document

(8) Cremation/ Burial Instructions

If you are thinking about having an Estate Plan drafted and are planning for your families wealth transfer to the next generation, the please give me a call to discuss how I may assist you with your goals.

I represent clients throughout the entire State of Colorado.

Make an appointment on my calendar by using this link.

Are you looking for an Estste Planning attorney near me? Or looking for a Wills and Probate Attorney near me? I also assist clients after the death of a loved one. I represent clients in Probate Court as well.

Reach out to me today! Don't delay...

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Elder Law

This is one of the saddest most tragic examples of Elder Abuse I have come across.  It is the story of a grandma with inherited wealth living in Bel Mar Beach, just north of Miami Beach in Florida.  Click on the link to read the full article below.

At 93, She Waged War on JPMorgan—and Her Own Grandsons

Beverley Schottenstein said two grandsons who managed her money at JPMorgan forged documents, ran up commissions with inappropriate trading and made her miss tens of millions of dollars in gains. So she decided to teach them all a lesson.

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