Mission Statement
We help clients create legal documents to plan for some of life’s most challenging situations—death and incapacity. Conversely, after someone passes away, we also help clients navigate the conclusion of their loved ones’ affairs. Whether in estate planning or estate and trust administration, we meet clients where they are, listen to their goals and objectives, and create comprehensive plans to assist clients with achieving those goals and objectives.
The degree of professionalism met my expectations once I met Nicole Brown! She demonstrated a strong and clear knowledge of estate planning and how best to direct my path forward with it! Nicole answered all my questions and concerns to my satisfaction and I felt very confident working with her! She offered patience, encouragement, understanding and respect as we went through the process! I greatly appreciated Nicole’s overall approach and professional clarity in this regard! Thank you!
Janet C.
Vision Statement
Be a small estate planning and estate administration firm that serves clients throughout the Denver metro area and Colorado that delivers big firm work product at small firm prices.
Values Statements
Nicole was nothing short of spectacular! She was detailed, and took the time to explain everything to my satisfaction. She never grew tired or lost her patience with me. She was a pros pro throughout my experience.
Chad W.
Solutions. We seek solutions and plan for our clients’ differing situations.
Collaboration. We do not impose our plans on clients. Instead, we listen to our clients and develop plans that reflect their goals and objectives.
Meticulous. We deliver high-quality work product by the promised deadline.
Responsive. We strive to timely respond to clients’ inquiries and meet the deadlines we quote.
Teamwork. We believe that great ideas come from all members of our team. We work together to develop plans that serve our clients’ best interests.
Community. We invest in the community in which we live by volunteering our time and donating money to causes that are important to each of our team members.
I knew that I needed estate planning help, but didn’t know how to get started. Fortunately, my financial advisor at Schwab recommended Nicole.
She walked my wife and I though the issues and listened hard to any questions or concerns we had. She then applied her considerable knowledge to produce a complete set of estate planning documents – wills, trusts, powers of attorney, advance care directives, etc.
The fee we paid was very fair, and reflective of her efficient work and extensive experience.
It is a *huge* relief to have my estate planning process completed. I’m really grateful to Nicole.
Steven W.
