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Estate and Wealth Planning

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Estate & Wealth Planning in Colorado

Protect your family, simplify decisions, and preserve what you’ve built.

At Kinney Law Office, we create clear, practical estate plans for Colorado families, business owners, and mineral owners—so your wishes are carried out and your loved ones aren’t left with confusion or conflict.

Schedule a Free Estate Strategy Session


Why Estate Planning Matters

A complete estate plan gives your family clarity and control. It puts the right people in charge, avoids unnecessary court delays, and ensures your assets—homes, businesses, mineral interests, investments—go where you want, when your family needs it.

  • Protect your loved ones: name guardians, set up trusts for minor children, and provide clear guidance.
  • Reduce cost & delay: plan to minimize probate complexity and streamline asset transfers.
  • Control medical decisions: make your wishes known with healthcare directives and powers of attorney.
  • Plan for special assets: coordinate mineral rights, family businesses, and retirement accounts.

What We Create for You

  • Wills & Trusts: revocable living trusts, testamentary trusts, special needs planning, beneficiary trusts.
  • Powers of Attorney: financial/estate POA and medical POA for decision-making if you’re unable to act.
  • Healthcare Documents: living will/advance directive and HIPAA authorizations.
  • Asset Coordination: funding your trust and aligning beneficiary designations for bank/brokerage, life insurance, and retirement accounts.
  • Real Property: deeds for your home and other Colorado properties, including mineral interests.
  • Business & Mineral Focus: succession planning, voting/non-voting interests, and strategies tailored to oil & gas/mineral owners.

Want to learn more first? Read our plain-English guides on the Kinney Law Office blog:


Our Process (Fast, Clear, and Practical)

  1. Free Strategy Session: we map goals, risks, and key decisions.
  2. Design Meeting: choose guardians, trustees, and distribution terms (in plain English).
  3. Draft & Review: we prepare your documents and walk you through each piece.
  4. Signing & Funding: sign with formalities and retitle key assets to your trust.
  5. Ongoing Updates: life changes—your plan should keep pace. We make it easy to refresh.

Plans & Typical Pricing

We’ll quote your exact fee at the Strategy Session based on your goals and complexity. Typical client choices include:

  • Starter Plan for Young Adults: basic incapacity documents + simple will. (Great for students and early-career professionals.)
  • Will-Based Plan: comprehensive will package (typically $2,500).
  • Trust-Based Plan: revocable living trust package with funding guidance (often $4,000 for the basic package). Popular add-ons include a Clayton Election (+$1,000) and Lifetime Asset Protection Trusts for beneficiaries (+$1,000).

Every plan includes clear signing instructions and practical funding steps to ensure your documents work when your family needs them.


Estate Planning FAQs

Do I really need a trust?

Not everyone does. Trusts are great for avoiding probate, protecting beneficiaries, and managing out-of-state or complex assets. We’ll help you decide if a will-based plan or a trust-based plan fits best.

What about my retirement accounts and life insurance?

We help you align beneficiary designations so these assets pass correctly and tax-efficiently, coordinated with your will or trust.

How often should I update my plan?

After major life changes (marriage, divorce, new child, home purchase, business changes) or at least every 3–5 years. We make updates simple.

How does estate planning connect to probate?

Good planning can make probate simpler—or sometimes avoid it. If you’re facing probate now, see our Probate & Estate Matters page.


Service Area

Kinney Law Office is based in Broomfield, Colorado, and serves clients across the Denver metro area and Front Range communities — including Boulder, Westminster, Arvada, Thornton, Northglenn, Longmont, Louisville, Erie, Lafayette, Brighton, Aurora, Superior, Firestone, Frederick, Dacano, Golden, and Denver. We also provide trusted estate planning services for families and business/mineral owners throughout Colorado.

Core counties include Adams, Arapahoe, Boulder, Broomfield, Denver, Jefferson, Douglas, and Weld — with representation available across the entire Colorado Front Range and statewide as needed.


Ready to Protect What Matters?

Let’s make a clear plan that works the way you want, when your family needs it.

📞 303.386.4328  |
Schedule Your Free Estate Strategy Session


Getting Your Estate Plan Done is Easier than You Think

Our estate planning process begins with a free Estate Strategy Session Consultation. The consultation will answer your questions and schedule you for our complementary Estate Strategy Session. Before the Session, you will complete an online, guided interview that will help you collect the information we need. We make the process fast, easy and secure.

During the Session, your attorney will guide you through what would happen to the people you love and your wealth should anything happen to you. Then we will create a plan together to make sure everything goes the way you want. You can control your future and do things today that will help your family during one of their most emotional and difficult moments. They will always know how much you cared about them and will be relieved of many of the difficult choices they would have otherwise been forced to make.

At Kinney Law Office, we see the signing of your estate planning documents as just the beginning of our relationship with your family. As your situation changes, your estate plan should change too. Call or click for a complementary Estate Strategy Session today!

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