Resources

Explore valuable resources for individuals, estates and trusts.

Estate Inventory System

We have developed a digitally based organizational system with fillable forms to document your estate and wishes. The steps to complete this process include an easy to fill out questionnaire and a brief follow-up conversation. Then, we will provide you with customized forms for your unique circumstances. These include a personal profile, asset inventory, advisor contact list, and more. If you are interested, we look forward to telling you more about it.

Websites

IRS https://www.irs.gov/

Social Security Administration https://www.ssa.gov/

Medicare https://www.medicare.gov/

Veterans’ Administration https://www.va.gov/

Colorado Unclaimed Property Website https://colorado.findyourunclaimedproperty.com/

Software

QuickBooks Online https://quickbooks.intuit.com/