Here are some of the ways our law firm is different…

Catherine Isaiah BoatYou have responsibilities and dreams.  We can help with both. Whether you are starting you first job, welcoming your first great-grandchild, or somewhere in between, we can help find solutions today to protect your loved ones tomorrow.  We listen to your concerns and partner with you to make your dreams reality when you are gone.  And, we ensure important details of your planning are followed through to help your plan continue to work for generations.

Capture Your Whole Legacy. We believe your financial wealth is only part of your overall Legacy which includes your priceless intellectual, spiritual, and human assets–who you are and what’s important to you.  Most estate plans are only able to transfer your financial wealth to the next generation.  The intangible nature of your much greater wealth makes it difficult to capture and these values, insights, stories and experiences are what is most often lost when someone passes.  How much do you know about your grandparents’ values?  Their most prized personal possessions?  What their dreams were for you?  What they had learned during their lifetimes?  If you are like most people, you know very little.  Our system helps you pass on your whole legacy, including your Intellectual, Spiritual, and Human assets.family_edited

No More Hourly Billing.  We encourage communication with our clients.  In fact, we’ve thrown out the time clocks so you never have to be afraid to call with a question or copy us on another email.  Most everything we do is billed on a flat-fee basis, agreed to in advance, so there are never any surprises about what something will cost you.  At your Legacy Planning Session, you choose the level of service and fee that works best for you.

Round-the-Clock, Worldwide Support. Any lawyer can help you prepare documents.  Our firm is committed to making sure your documents work.  We are one of the only law firms in Northwest Colorado with the extensive resources of WealthCounsel, the Family Wealth Planning Institute, and DocuBank endorsing and supporting us.  This means you have a Trusted Team of over 5,000 experienced attorneys to help you, even when Catherine retires, you move out of the state, or your loved ones want face-to-face guidance far away from Steamboat Springs.  These lawyers use our same systems and are readily trained to understand the hows and whys of your estate plan.  With these networks, we ensure our systems are continuously updated and peer-reviewed, so your Legacy Plan can reflect current law and best practices of America’s top attorneys.  We include proven tools and systems so you have peace of mind your information will be available when you need it: anytime, anywhere.

Give us a call at 970-879-1572 to have the peace of mind you deserve.