“I Just Need A Simple Will” Workshops

Our next Workshop will be held at Light of the World Catholic Parish on Friday, April 25 at 1:00.

Registration will open on Thursday, April 10.

Our Group Will Workshops are offered for groups of ten to twenty people and can usually be held at a location of your choosing.  While we typically provide the Workshops for employers, church groups, schools or other organizations, any group of twenty or more people is eligible. The workshops are a great low-cost option for married couples ($495) or individuals ($395) with fairly straightforward estates. To discuss the scheduling of a workshop please contact our office either by phone or email. Each individual who attends the workshop will have the opportunity to leave with the following documents:

  1. Last Will and Testament (a "Will")

  2. Nomination of Guardian for Children Under 18 (for the care of your children, if applicable)

  3. Financial Power of Attorney

  4. Medical Power of Attorney

  5. Living Will

We provide the notary and witnesses, so when attendees walk out the door their estate plan is fully executed and legally binding.  If you are interested in scheduling a Workshop for your organization or group, please call or email to discuss specifics.

 

Frequently Asked Questions

  1. How long is a workshop? Workshops generally last three hours, though some individuals may finish in a shorter time. If you would like, you are welcome to bring a snack. (Though we will typically have bagels and cream cheese on hand for you as well!)

  2. How do I know if my estate is "simple" enough? The two most common issues arising are: 1.) parties with more than $4,000,000 in assets (not counting term life insurance); and 2.) couples that have previously been married, and want to ensure their children from the prior marriage are are protected if they pass first. Neither of these issues are appropriate for this workshop. Generally speaking, however, if these two issues do not apply to you this workshop is probably a good fit. For a complete list of factors, please review our Workshop Eligibility Form.

  3. I'm married - does my spouse need to attend? Yes, both spouses must be present to execute your estate plan. Please only register for a workshop if both you and your spouse can be there.

  4. Will my estate plan avoid probate? No. All wills in Colorado go through the probate system. Fortunately, Colorado has a fairly straightforward probate system which is not as burdensome as many other states.

  5. I signed up for a workshop and now I need to cancel - can I get my money back? Certainly, though we kindly request at least 48 hours of advanced notice to allow others to register in your place.

  6. Is there anything I need to bring with me? Very little! After you register, we will send you a short estate planning form with points to consider and a brief amount of information to collect in advance. Please bring your completed form and a valid driver's license or state ID. All other materials will be provided for you at the workshop.

  7. Is there anything else I should know before I register? Not much, though you must be a resident of Colorado, able to read and write English, and healthy enough to fill out the necessary paper work.

Preparing for the Workshop

The documents below will walk you through all decisions you need to make, and all information you need to gather, prior to attending the Workshop.

Testimonials

Begun in 2014, the Simple Will Workshop has proven to be very popular and well received. Click here for testimonials from prior attendees.