free resources

VIDEO: ESTATE PLANNING 101

VIDEO: AFTER THE FUNERAL BEFORE PROBATE

JDF 999- THE SMALL ESTATE AFFIDAVIT FOR COLORADO

Did you know not every estate has to be probated in Colorado? This FREE form was created by our judicial district courts to help individuals avoid probate for small estates that have no real estate and are under approximately $80,000 (it adjusts a little each year). This form can be used to transfer assets like cars, bank accounts, investments, personal belongings, etc. Here is the form: JDF999.pdf

Will it work for your situation? Meet with Chelsea to discuss your estate needs.

HOW IS THE HOUSE TITLED? This is one of the most critical questions that must be answered when you are planning your estate. Not only is real estate biggest asset in most estates, but how it is titled will determine where it goes, taking precedent over what your will states. Confirm your title is correct by getting the most currently recorded deed. Use the free county links below to search your property.

Larimer County Clerk and Recorder Easy Access | Larimer County

Boulder County Clerk and Recorder Search (publicsearch.us)

Weld County Clerk and Recorder Recording Department – Weld County

Want to understand the difference between Joint Ownership with Right of Survivorship vs. Tenants in Common vs. Trust/LLC ownership?

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