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We truly focus on helping clients make sure a complete plan is in place to protect their estate, make sure they understand the process and legal plan being set up, and make it as easy as possible for their family, rather than simply putting in place legal documents and that being the end of our role in their estate planning. Our relationship with our clients is continual.
Colorado is not very explicit or straightforward with most of the probate and legal system in general, which can make it harder for clients to know what to expect. Colorado is not a community property state and has no state estate tax, which can make planning simpler for clients.
As a Colorado native, our clients feel like home to me and they are very grounded and focused on helping make things easier for their loved ones.
Clients ask me the most about probate, taxes, and how to easily pass on their homes.
A lot of our clients are super educated. They come in knowing all about beneficiaries and TODs and already have wills set up. They ask: What do we do with the home? How do we make our kids not have to go through probate? How do we minimize taxes?
They have questions about how they can get their homes passed on as easily as possible. For a lot of the clients, it's about getting a trust set up to help keep the house out of probate. They want to make it so that their kids won’t have to wait around to sell the house or deal with attorney's fees.
Our main focus is usually helping them get their house out of probate with a trust. Other times they'll have some different goals. Sometimes, they're in blended families and have a house that they purchased jointly. In these cases, they want to know, “How can I ensure my spouse lives here, but still give it to the kids when the time comes?” Another example is, if someone’s child is living in their basement because Denver is expensive, they’ll want to know how they can keep that child in the house without leaving the child with a tax issue.
There are different ways we can help with trust planning to make sure that their goals are achieved, regarding how their home is handled. We walk them through what taxes their families will be taking on versus the ones they don't have to worry about to ease their concerns.
We specialize in estate planning and having a national presence with many attorneys (with different areas of expertise) that will be here to help in the future.
I tell the audience about my grandmother's Alzheimer's journey and her experience with nursing homes / memory care facilities, as well as my mother's experience administering her estate after she passed away and the difficulties that has caused for her.
All of our documents have state-specific laws, but there aren’t additional documents for Colorado that you wouldn’t commonly see in other states.
The one that's the most unique for us in Colorado versus our other states is the financial power of attorney. Ours is very long in Colorado because it's not legally required here. We've had a lot of difficulty with local institutions not accepting the short-form ones or wanting super specific language. Consequently, our power of attorney is way longer than those in other states.
We're also not a community property state. Sometimes when I have clients moving from Texas or Arizona, I explain that there are differences from state to state.
A lot of people come to us with beneficiary deed questions because beneficiary deeds are allowed in Colorado, but not in every state. We go over whether to do a beneficiary deed or not, and whether their existing one is sufficient (if they already have one).
On average we normally see probates resolved in approximately a year, but it is not unusual to see a 2+ year probate, especially if there is no will in place.
Formal probate can cost approximately $10,000 - $15,000, but far more if it is contested or there is no will. Informal probate in Colorado can be less expensive.
They ask about the difference between a trust and a will and how to minimize taxes and expenses for their family. I focus on walking through how a will vs. the different types of trust will play out in their specific situation with their unique assets, family members, etc. so they can understand which makes the most sense for their family. I walk them through capital gains taxes, gift taxes, and estate taxes, to make sure they understand the different tax implications and ways to utilize these exemptions.
Brighton, Loveland, and Thornton (which is my current hometown).
We have unfortunately had clients who pass away during the estate planning process before their documents have been finalized, which shows how important it is to plan ahead and not procrastinate.
Estate planning is about protecting what matters most — your loved ones, your legacy, and your peace of mind. At Oath Law in Broomfield, we help individuals and families create clear, comprehensive estate plans that include wills, trusts, powers of attorney, and healthcare directives. Our estate and financial planning team focuses exclusively on estate planning, giving families across Colorado the clarity and confidence they deserve.
Trusts aren’t just for the wealthy — they’re flexible, practical tools for managing and transferring assets. Many types of trusts — revocable living trusts, irrevocable trusts, and special needs trusts — can help ensure your estate passes smoothly and privately to your loved ones, without the delays or expenses of probate.
A trust can also provide asset protection, charitable planning, and control over how and when your beneficiaries receive inheritances. Our Broomfield team makes the process simple and educational, so you understand every option and feel confident your trust reflects your goals and values.
A will is a key part of your estate plan. It outlines how your property will be distributed and who will manage your estate after you pass. Unlike a trust, a will typically goes through the probate process — but it still provides essential clarity and legal authority for your loved ones.
Our attorneys in Broomfield take the time to learn your goals and craft a will that coordinates with your overall financial plan. Whether you’re updating existing documents or starting fresh, Oath Law helps ensure your plan is clear, complete, and easy for your family to follow.
A power of attorney is essential for maintaining stability if you’re ever unable to make decisions for yourself. It allows someone you trust — your “agent” — to handle financial, legal, or medical matters on your behalf. Without one, your family might need to go to court to gain the authority to act, which can take months.
Our Broomfield attorneys help you choose the right person, define their powers, and ensure your document meets Colorado’s legal standards. With the right POA in place, you can be confident your affairs will be handled according to your wishes.
Healthcare directives and living wills allow you to express your preferences for medical care if you’re unable to speak for yourself. These documents can address treatment choices, life support, and comfort care — and name a trusted decision-maker to carry out your wishes.
Oath Law helps Broomfield clients prepare healthcare directives that provide clarity, compassion, and control. Your family will have the guidance they need, and you’ll have peace of mind knowing your values will be respected.
Broomfield families trust Oath Law because we provide:
Our Broomfield team is dedicated to making estate planning approachable and effective. We take the time to understand your goals, simplify the process, and provide personalized guidance that protects your future and reflects your values.
1. Why should I create an estate plan?
Estate planning ensures your assets, healthcare wishes, and financial affairs are managed exactly as you intend — avoiding confusion or conflict for your loved ones.
2. What’s the benefit of a trust over a will?
A trust allows assets to pass privately and efficiently, often avoiding probate. It also gives you more control over how and when your assets are distributed.
3. How often should I update my estate plan?
We recommend reviewing your plan every few years or after major life changes such as marriage, retirement, or relocation.
4. What happens if I don’t have a power of attorney?
Without a POA, your loved ones may need to petition the court for guardianship to manage your affairs — a process that can be stressful, time-consuming, and costly.
5. What’s included in a comprehensive estate plan?
A complete plan typically includes a trust, a will, a financial power of attorney, and a healthcare directive. Together, these documents protect your assets and your decisions.
6. Why should I hire an estate planning attorney instead of using online forms?
An attorney ensures your documents are valid, coordinated, and tailored to your specific needs. DIY templates often miss crucial details that can cause problems later.
7. Can Oath Law review my existing will or trust?
Yes. We regularly review and update existing plans to ensure they remain legally current, properly funded, and aligned with your goals.
8. How can I plan for digital assets like passwords or online accounts?
Your estate plan can include detailed instructions for managing online accounts, digital property, and cryptocurrency to protect your legacy in the digital age.
9. What if my family or assets are spread across multiple states?
We can help structure your plan to account for assets or beneficiaries in different states, ensuring everything works together seamlessly.
“I found the great folks at Oath to be professional, knowledgeable, friendly, and responsive. They made an overwhelming task easy to accomplish through their guidance.”
“The whole experience was pleasant and very informative. I now know that I have everything in order for those I leave behind. And most of all, I have peace of mind — that in itself is worth more than I can put in words.”
“We had put off proper estate planning for too long. We talked to three firms and chose Oath… It’s very comforting to know we’re well prepared for the future. It was a great decision to go with Oath.”
“They made the process of setting up some complicated trusts a fairly simple process. They were very patient and helpful.”
“Very helpful and knowledgeable — highly recommended!”
Address: 390 Interlocken Crescent, Suite 350, Broomfield, CO 80021 (By appointment only)
Phone: (720) 782-2999
If you’re ready to protect your assets and your legacy, our estate planning attorneys in Broomfield are here to help.
Book a Consultation today and start building your plan with confidence.
