Colorado Springs Family CFO
Get Your Estate Plan Done Simple, Fast, and Affordable
We handle your basic estate plan at a discount to attorneys, coordinate beneficiaries/titling, and make sure your family’s protected—without hidden fees.
Transparent Fees
In Person Guidance
Full Implementation Support
Why This Beats Procrastination
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Avoid probate headaches and high costs with documents done right- reviewed and certified by a Colorado Attorney
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Avoid beneficiary/titling mistakes that cause delays and drama for your family
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Coordinate accounts and assets so nothing slips through the cracks
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Clear timeline and pricing—no surprises
what You Get
Living Trust Package
- Revocable Living Trust
- Review and Certification of Documents by a Colorado Attorney
- Pour Over Will
- Financial Power of Attorney
- Healthcare Power of Attorney Package: Advance Medical Directive/Living Will
- Online Cloud Storage and Sharing
- Asset Coordination: Ensuring the Correct Assets are Placed in Your Trust
- Ongoing in person support: From Implementation to Regular Annual Reviews
$1,499 per Trust
Last Will and Testament Package
- Last Will and Testament
- Review and Certification of Documents by a Colorado Attorney
- Financial Power of Attorney
- Healthcare Power of Attorney Package: Advance Medical Directive/Living Will
- Online Cloud Storage and Sharing
- Ongoing in person support: From Implementation to Regular Annual Reviews
$499 Individual $699 Married
Attorney
Will
Living Trust
In Person Guidance
Legal Advice
Attorney Reviewed and Certified
Financial Power of Attorney
Healthcare Power of Attorney
Assistance Placing Assets into Trust
Ongoing in Person Support
$500+
$3,000+
Yes
Yes
Yes
$200-$300
$200-$300
Additional $$
Additional $$
Online DIY
$100-$700
$200-$999
NO
NO
NO
$35-$100
$35-$100
NO
NO
Insight Folios
$499-$700
$1499
YES
NO
YES
$0
$0
YES- Included
YES- Included
How Does It Work?
1
15 Minute Fit Call
2
Plan Build:
Estate Documents
3
Attorney Review and Certification
FAQ
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Do you replace my attorney?
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We handle basic wills and living revocable trusts. Complex cases are referred directly to a local attorney.
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Which package is right for me? A will or a living revocable trust?
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We can not give legal advice nor legal recommendations. That being said, we use estate planning software created by EstateGuru that asks a series of questions. Based on your answers the software will recommend the appropriate documents. This can be done during our 15 minute fit call.
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Is this a sales pitch?
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No it is about creating and putting your estate plan into place. If you later want investment help, you are free to ask.
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