Estate Planning

Foundational Estate Planning

Our team drafts the essential estate planning documents that everyone, regardless of their assets, needs in order to facilitate end of life asset transfers. This often includes wills, revocable trusts, powers of attorney (medical and financial), living wills, and guardianship appointments for minor children. Our team also has experience in drafting instruments such as special needs trusts and assisting with Medicaid planning. Our team takes an individualized approach to estate planning, as we know one size does not fit all. We are happy to draft both unique and complex plans to accommodate each client’s unique family dynamics, assets, charitable inclinations, and estate planning goals. We not only develop and draft estate plans, but we also work closely with our clients to assist with asset planning and re-titling assets.

Advanced Estate Planning

For our clients who exceed the taxable estate threshold, we provide thoughtful, tax- efficient estate planning. This often includes irrevocable trusts and business succession planning for clients. Additionally, our team can assist with preparing tax returns that those in the taxable estate space often need, such as the Form 706 (Estate Tax Return) and Form 709 (Gift Tax Return). See our Tax Planning page to read more about how we might be able to help.

Marital Agreements

Marital agreements allow both parties to mutually agree on certain terms either prior to or during marriage in the event of divorce and/or death. Our team can assist with marital agreements for those who plan to be married or are already married. Our goals when a client hires us for a marital agreement are to make the process as smooth as possible and address important considerations, all while maintaining the positive spirit of your upcoming or current marriage. Due to our experience with estate planning, we are able to advise on how a client’s marital agreement might affect his or her estate plan as well.

 

Looking for an Estate Planning Attorney?

An estate planning attorney works with the living clients on how to administer their assets and estate. Similar to a will and trust lawyer, these lawyers help our clients prepare trusts, wills, and other relevant documents to ensure a smooth transition of assets.

Our Estate Planning Attorneys

Primary Contact

W. Douglas Hoak

Additional Contacts

Jennifer Clouse

Illumine Legal LLC proudly provides services to those in need. We also take pride in helping our community.

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Special Discounts

Illumine Legal LLC is pleased to offer a ten percent (10%) discount to the following community members:

  • Pastors, to include retired and active members of full-time ministerial service of all faith backgrounds.
  • Veterans, to include retired and active veterans from any branch of military service.
  • Police officers and fire fighters, to include retired and active members of a career of service.
  • Single parents, to include any parent supporting minor children without the aid of a spouse or partner.

Community Development

Illumine Legal LLC proudly supports and endorses CrossPurpose (https://www.crosspurpose.org/) in its efforts to end poverty in the Denver Metro region through emotional development and technical skills training, offered to those in poverty seeking a hand up. Please contact Illumine Legal or CrossPurpose directly to learn more about this worthy organization and how to support it.

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The Skilled Legal Representation You Need in Colorado, Utah, Wyoming, and New York

Taking on the legal system without adequate counsel can be intimidating. Fortunately, Illumine Legal LLC ensures that Colorado, Utah, Wyoming, and New York clients have the legal consultation services they need to navigate complex legal issues and processes.  From protecting your wealth and assets to navigating an estate administration or creating a limited liability company, we have an incredible legal team ready to find the right resolution for you.  Contact us today for more information about specific legal services or to learn how we can assist you with your legal issue.