Legacy Planning and Probate Blog
*
Legacy Planning and Probate Blog *
It's 2025 (Do You Know Where Your Will is Located?)
What happens if you pass away owning a safe deposit box and your loved ones can’t find the key?
You want to avoid a situation where the original will is located in the safe deposit box. It is possible no one could access it due to not being listed as a co-owner or beneficiary, and/or they don’t have a key.
Colorado Begins Digital Era of Estate Planning
Colorado has begun a new era of estate planning by introducing the Electronic Preservation of Abandoned Estate Planning Documents Act. This new law aims to simplify the handling of abandoned wills by creating a convenient online depository managed by the Colorado State Court Administrator (“SCA”). Here’s a detailed look at how this Act functions and its implications.
The Ultimate Gift: Preparing Your Loved Ones for Your Death
In this guest edition, Kylee dives into the specifics of “The Ultimate Gift”. Specifically the conversation focuses on why you should prepare your loved ones, the components of preparation, navigating the emotional terrain, and initiating and continuing the conversation,
Should I Consider Legacy Concierge Services?
We met up with Kylee with After Loss Advisors to discuss why legacy organizing is more than a preparation for the inevitable.
5 Things Your ICU Nurse Wants You to Know!
To better serve our clients, we interviewed Megan Kelly, an experienced ICU nurse, to get a better understanding of how these decisions play out in the ICU unit. Below you’ll find the 5 most common questions clients ask us to help them understand with an experienced ICU nurse’s shared experience. Megan answers with first-hand information for consideration. None of the information presented in this post is considered medical advice nor should be treated as such. We hope the interview demystifies an uncomfortable concept to consider in a matter-of-fact and gentle approach, giving you the words to engage in the necessary conversations with your potential agents and medical care team.
Should I Consider an Ethical Will?
While your Will conveys what you want your loved ones to have, an ethical will compliments your Will by sharing with them what you want them to know.
At Legacy Planning and Probate, we urge our clients to plan for tomorrow, today. What other questions do you have about estate planning documents? Are you ready to get started? Be sure to contact us through the website by clicking here to send us a message with your questions or start the process. If “owning your story” is important to you, please reach out directly to Nancy Sharp for assistance with telling your stories and expressing your values in the form of an Ethical Will.