Generosity Estate Planning
How We Partner With YouWe work closely with clients, their families, and other advisors to ensure a comprehensive and integrated approach.
Estate Planning
What You Can Expect
Estate planning is a vital part of a thoughtful financial strategy. It’s more than just creating a will—it’s about protecting your assets, caring for your loved ones, and shaping the legacy you leave behind. At Generosity Estate Planning, we can work alongside your wealth management team to create a comprehensive plan that reflects your values, financial goals, and long-term vision.
1. Discovery & Consultation
Your estate planning journey begins with a conversation. We take the time to understand your financial landscape, family dynamics, and personal wishes. Whether you need a basic will, a trust, or more advanced planning strategies, this first step helps define the best approach for your unique situation.
2. Strategy & Collaboration
An estate plan should align with your broader financial picture. We collaborate with your financial advisor, tax professionals, and other key partners to integrate your plan into your overall wealth management strategy. This ensures your assets are structured in a way that supports your goals both now and for future generations.
3. Plan Design & Drafting
Once we establish the right strategy, we draft the legal documents that bring it to life. This may include wills, trusts, healthcare directives, and powers of attorney. Every detail is carefully crafted to match your intentions, providing clarity and confidence for you and your loved ones.
4. Review & Implementation
We guide you through your plan step by step, explaining its impact and how to put it into action. This includes funding trusts, updating beneficiaries, and making any necessary financial adjustments. Our team works closely with you to make the process straightforward and stress-free.
5. Ongoing Guidance & Adjustments
Life changes—your estate plan should evolve with it. Marriage, children, career growth, or shifting financial priorities may require updates. We offer ongoing support and regular check-ins to keep your plan aligned with your life’s path.
Guidance & Experience
What We Help You Prepare
Everyone benefits from having a thoughtful estate plan in place. Preparing ahead of time offers peace of mind and spares your loved ones from difficult decisions during moments of stress, illness, or loss.
At Generosity Estate Planning, we guide you through the process of creating the essential documents you may need, including:
- Last Will and Testament
- Financial Power of Attorney
- Healthcare Power of Attorney
- Directive to Physician (also known as a Living Will)
- HIPAA Release
Depending on your needs, we also assist with additional planning tools such as:
- Beneficiary Deeds
- Revocable Trusts
- Irrevocable Trusts
- Special Needs Trusts
- Guardian Nominations
Each document is carefully tailored to your circumstances, values, and goals—part of a larger plan to protect your wishes and care for the people and causes that matter most.
Generosity Group
Complete Financial Understanding
The Generosity Group unites the expertise of Generosity Wealth Management, Generosity Estate Planning, and Generosity Business Exit Planning under one mission: to empower individuals, families, and business owners to achieve clarity, confidence, and purpose in every aspect of their financial lives.
By integrating strategic financial planning, legacy protection, and business transition guidance, our collaborative teams provide a holistic approach tailored to your unique goals and values. With shared leadership, a dedicated support network, and a deep commitment to your success, the Generosity Group ensures every piece of your financial picture works seamlessly together.
We believe that true wealth is about more than numbers—it’s about living fully, creating meaningful impact, and building a legacy that reflects your values. Through trust, integrity, and compassionate service, we’re here to guide you through life’s complexities and help you focus on what matters most.
Together, we help you align your financial decisions with your vision for the future—because your journey deserves nothing less than a comprehensive, unified approach.
SECURE YOUR LEGACY
PROTECT YOUR FUTURE
885 Arapahoe Ave.
Boulder, CO 80302
720.303.2812
Let’s test our compatibility, connect with us today for a complimentary phone consultation.
Generosity Estate Planning
885 Arapahoe Ave.
Boulder, CO 80302
720.303.2812
Generosity Estate Planning is a part of the Generosity Group.