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Overview Estate Law

Browse all Colorado attorneys

Revocable Living Trust for Colorado ResidentsCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.Colorado Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.Colorado Codicil to a WillAdd, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.Colorado Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.Colorado Healthcare Power of AttorneyName someone to make medical decisions if you can't.Colorado HIPAA ReleaseName who may receive your medical records, in the authorization federal law requires, with your state's rules for sensitive records. Free for every state.Colorado Financial Power of AttorneyName someone to manage your finances if you can't.Colorado Transfer on Death DeedTransfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.Lady Bird DeedKeep your home for life with the power to sell, and name who takes it at your death, in the deed your state recognizes. Available in 6 states.Colorado Vehicle Transfer on DeathName a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.EIN ApplicationGet the tax ID number (EIN) banks require to open an estate account or trust account after someone dies.IRS Form 56Notify the IRS that you are the fiduciary of an estate, a trust or a person, or end a notice filed before, on the official form.IRS Form 1310Claim a refund due a deceased taxpayer on the official form, on the box the form routes you to, with what the form says to attach.Colorado Petition for Probate and LettersOpen probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.Colorado Notice to CreditorsNotify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.Colorado Renunciation of ExecutorDecline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.Colorado Living WillState in advance which life-sustaining treatments you want or refuse, in the document your state recognizes, with signing instructions from the statute.Colorado Affidavit of HeirshipPrepare the sworn statement of a deceased person's family history and heirs for recording in the county land records, with your state's recording instructions.Colorado Affidavit of DeathPut a joint owner's or a transfer on death deed owner's death on the land records with the affidavit your state's statute names, laid out for recording.Colorado Small Estate AffidavitCollect a small estate's property without probate — the sworn affidavit presented to banks and other holders, with a presentation letter for each.Colorado Estate InventoryPrepare the probate inventory of estate property — every asset at its date-of-death value, composed to your state's statute, with the state's filing or delivery instructions.Colorado Estate ClosingPrepare the paperwork that closes the estate — the state's closing statement, petition for discharge, or final account, with the state's closing instructions and the optional federal forms.Letter of InstructionPrepare the letter a bank or insurer requests during estate settlement, addressed to its claims department.Digital Assets Recovery LetterPrepare a letter requesting a deceased person's online accounts, points, and balances from the program that holds them.

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I'm planning ahead

Colorado Estate Planning Cost CalculatorCompare costs across estate planning providers including online services and attorneys.Colorado Revocable Living Trust Cost CalculatorCompare revocable living trust costs across providers including online services and attorneys.Colorado Will Cost CalculatorCompare will costs across providers plus probate costs your heirs will pay.Colorado Life Insurance CalculatorCalculate your life insurance needs based on income, debts, and family situation.Colorado Beneficiary Designation CheckerCheck how divorce, creditors, and state laws affect your beneficiary designations.Colorado Name a Guardian GuideSee how a parent names a guardian for their minor children, what weight the court gives your choice, and your options for temporary care.Colorado Burial & Cremation Law GuideSee who controls final arrangements, cremation and burial rules, and what your state allows.Colorado Signing Requirements CheckerFind witness, notary, and remote signing requirements for all 50 states.Colorado Document Portability CheckerCheck if estate planning documents signed in one state are valid in another.Colorado Trust Need AssessmentFind out if a revocable trust makes sense based on your state, estate value, and family situation.Colorado Avoid Probate GuideSee which of your assets pass outside probate under your state’s law, asset by asset, and what remains for the probate estate.Colorado TOD Deed AssessmentFind out if a transfer on death deed can keep your property out of probate.Colorado Vehicle TOD AssessmentFind out if you can name a beneficiary on your vehicle title to skip probate.Colorado Trust or Will Decision ToolCompare the cost of probate vs a trust for your state and estate value.

Someone I love died

Colorado Death Certificate CalculatorCalculate how many certified death certificates you need and see ordering info for your state.Colorado Probate Decision ToolFind out if an estate needs probate or qualifies for simplified procedures.Colorado Joint Tenancy Survivorship GuideSee what your state records when a joint tenant with right of survivorship dies: an affidavit, the death certificate or a new deed.Colorado Estate Settlement PlanPersonalized plan for settling an estate after someone passes away.Colorado What to Do When Someone Dies ChecklistA step-by-step checklist for the days, weeks, and months after a death, with state rules noted where they apply.

I'm an executor

Colorado Probate Cost CalculatorEstimate attorney fees, executor fees, court costs, and timeline for probating an estate.Colorado Executor Fee CalculatorCalculate how much an executor can charge for administering an estate.Colorado Self-File Probate AssessmentWhether your state lets you open probate yourself, and what it costs with a lawyer and without one.Colorado Letters Testamentary GuideSee the court that issues Letters Testamentary or Letters of Administration, the petition, the bond, and the documents to file.Colorado Creditor Claims DeadlinesFind creditor claim deadlines, notice requirements, and payment priority order for your state.Colorado Insolvent Estate CalculatorSee the order your state pays an insolvent estate's debts and which claims go unpaid.Colorado Unclaimed Property Claim GuideSee where to search for a deceased person's unclaimed property and what each state asks an heir or executor to send.Colorado Personal Property Value EstimatorEstimate the fair market value of household items for probate and see how it affects fees.

I'm a trustee

Colorado Trustee Compensation CalculatorFind out what fair compensation looks like for serving as trustee.Colorado Trust Settlement PlanPersonalized plan for settling a trust after the grantor passes away.

I'm inheriting

Colorado Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.Colorado Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.Colorado Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.Colorado Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.Colorado Post-Death Tax Filing GuideFind out which tax returns need to be filed after someone dies and whether tax clearance is required.

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Colorado Agencies

Medicaid Estate Recovery Unclaimed Property Unemployment Benefits Public Pensions Vital Records

Federal Agencies

Administration for Community Living (ACL)Black Lung Benefits Program Bureau of Indian Affairs (BIA)Centers for Medicare & Medicaid Services (CMS)Consumer Financial Protection Bureau (CFPB)Defense Finance and Accounting Service (DFAS)Defense Health Agency (DHA)Department of Veterans Affairs (VA)DOD Casualty Assistance Program Drug Enforcement Administration (DEA)Energy Employees Occupational Illness Program (EEOICPA)Federal Aviation Administration (FAA)Federal Communications Commission (FCC)Federal Deposit Insurance Corporation (FDIC)Federal Election Commission (FEC)Federal Emergency Management Agency (FEMA)Federal Student Aid (FSA)Federal Trade Commission (FTC)Indian Health Service (IHS)Internal Revenue Service (IRS)National Credit Union Administration (NCUA)National Personnel Records Center (NPRC)National Transportation Safety Board (NTSB)NOAA Commissioned Officer Corps Office of Personnel Management (OPM)Pension Benefit Guaranty Corporation (PBGC)Radiation Exposure Compensation Program (RECA)Railroad Retirement Board (RRB)September 11th Victim Compensation Fund (9/11 VCF)Social Security Administration (SSA)Thrift Savings Plan (TSP)Transportation Security Administration (TSA)U.S. Citizenship and Immigration Services (USCIS)U.S. Coast Guard Casualty Assistance Program U.S. Copyright Office U.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of State U.S. Department of the Treasury U.S. Patent and Trademark Office (USPTO)U.S. Public Health Service Commissioned Corps (PHS)U.S. Securities and Exchange Commission (SEC)U.S. Small Business Administration (SBA)United States Postal Service (USPS)USDA Farm Service Agency (FSA)

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Browse all Colorado institutions

Estate Planning Estate Settlement All resources

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Alabama Alaska Arizona Arkansas California Colorado Connecticut District of Columbia Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

Overview Estate Law

Forms

Revocable Living Trust for Colorado Residents Colorado Last Will and Testament Colorado Codicil to a Will Colorado Pour-Over Will Colorado Healthcare Power of Attorney Colorado HIPAA Release Colorado Financial Power of Attorney Colorado Transfer on Death Deed Lady Bird Deed Colorado Vehicle Transfer on Death EIN Application IRS Form 56 IRS Form 1310 Colorado Petition for Probate and Letters Colorado Notice to Creditors Colorado Renunciation of Executor Colorado Living Will Colorado Affidavit of Heirship Colorado Affidavit of Death Colorado Small Estate Affidavit Colorado Estate Inventory Colorado Estate Closing Letter of Instruction Digital Assets Recovery Letter

I'm planning ahead

Colorado Estate Planning Cost Calculator Colorado Revocable Living Trust Cost Calculator Colorado Will Cost Calculator Colorado Life Insurance Calculator Colorado Beneficiary Designation Checker Colorado Name a Guardian Guide Colorado Burial & Cremation Law Guide Colorado Signing Requirements Checker Colorado Document Portability Checker Colorado Trust Need Assessment Colorado Avoid Probate Guide Colorado TOD Deed Assessment Colorado Vehicle TOD Assessment Colorado Trust or Will Decision Tool

Someone I love died

Colorado Death Certificate Calculator Colorado Probate Decision Tool Colorado Joint Tenancy Survivorship Guide Colorado Estate Settlement Plan Colorado What to Do When Someone Dies Checklist

I'm an executor

Colorado Probate Cost Calculator Colorado Executor Fee Calculator Colorado Self-File Probate Assessment Colorado Letters Testamentary Guide Colorado Creditor Claims Deadlines Colorado Insolvent Estate Calculator Colorado Unclaimed Property Claim Guide Colorado Personal Property Value Estimator

I'm a trustee

Colorado Trustee Compensation Calculator Colorado Trust Settlement Plan

I'm inheriting

Colorado Who Inherits Calculator Colorado Estate & Inheritance Tax Calculator Colorado Inheritance Tax Guide Colorado Step-Up Basis Calculator Colorado Post-Death Tax Filing Guide

Colorado Agencies

Medicaid Estate Recovery Unclaimed Property Unemployment Benefits Public Pensions Vital Records

Federal Agencies

Administration for Community Living (ACL)Black Lung Benefits Program Bureau of Indian Affairs (BIA)Centers for Medicare & Medicaid Services (CMS)Consumer Financial Protection Bureau (CFPB)Defense Finance and Accounting Service (DFAS)Defense Health Agency (DHA)Department of Veterans Affairs (VA)DOD Casualty Assistance Program Drug Enforcement Administration (DEA)Energy Employees Occupational Illness Program (EEOICPA)Federal Aviation Administration (FAA)Federal Communications Commission (FCC)Federal Deposit Insurance Corporation (FDIC)Federal Election Commission (FEC)Federal Emergency Management Agency (FEMA)Federal Student Aid (FSA)Federal Trade Commission (FTC)Indian Health Service (IHS)Internal Revenue Service (IRS)National Credit Union Administration (NCUA)National Personnel Records Center (NPRC)National Transportation Safety Board (NTSB)NOAA Commissioned Officer Corps Office of Personnel Management (OPM)Pension Benefit Guaranty Corporation (PBGC)Radiation Exposure Compensation Program (RECA)Railroad Retirement Board (RRB)September 11th Victim Compensation Fund (9/11 VCF)Social Security Administration (SSA)Thrift Savings Plan (TSP)Transportation Security Administration (TSA)U.S. Citizenship and Immigration Services (USCIS)U.S. Coast Guard Casualty Assistance Program U.S. Copyright Office U.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of State U.S. Department of the Treasury U.S. Patent and Trademark Office (USPTO)U.S. Public Health Service Commissioned Corps (PHS)U.S. Securities and Exchange Commission (SEC)U.S. Small Business Administration (SBA)United States Postal Service (USPS)USDA Farm Service Agency (FSA)

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Home→Financial Institutions→Colorado

Estate Planning and Financial Institutions in Colorado

The 46 regional and state-based institutions serving Colorado: how each handles beneficiaries, trust funding, and death claims. National and online-only institutions serve every state and are listed in the full directory.

State

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Category

All Categories781 Banks261 Brokerages85 Credit Unions175 Insurance Companies123 Retirement Plan Providers45 Annuity Providers36 Transfer Agents5 State Pension Systems7 Mortgage Servicers25 Student Loan Servicers13 Auto Finance Companies28 HSA Providers4 Crypto Platforms13 Credit Card Issuers17 Personal Loan Lenders11 Buy Now, Pay Later7 Credit Bureaus4

Coverage

46 institutions serving Colorado

Auto-Owners Life

Insurance Company serving the Midwest, Southeast, and more

Auto-Owners Life

Bellco

Credit Union serving Colorado

Bellco

Blue FCU

Credit Union serving Wyoming and Colorado

Blue FCU

BMO

Bank serving the West, Midwest, and more

BMO

BOK Financial

Bank serving the Southwest, Midwest, and more

BOK Financial

Busey

Bank serving the Southwest, Midwest, and more

Busey

Canvas CU

Credit Union serving Colorado

Canvas CU

Central Bank

Bank serving the Midwest, Southwest, and more

Central Bank

Columbia Bank

Bank serving the West and Southwest

Columbia Bank

Commerce Bank

Bank serving the Midwest, Southwest, and more

Commerce Bank

COUNTRY Financial

Insurance Company serving the Midwest, West, and more

COUNTRY Financial

CrossFirst Bank

Bank serving the Southwest, Midwest, and more

CrossFirst Bank

CSAA Insurance

Insurance Company serving the West, Northeast, and more

CSAA Insurance

Customers Bank

Bank serving the Northeast, West, and more

Customers Bank

D.A. Davidson

Brokerage serving the West, Midwest, and more

D.A. Davidson

Elevations CU

Credit Union serving Colorado

Elevations CU

Encore Bank

Bank serving the Southeast, West, and more

Encore Bank

Ent CU

Credit Union serving Colorado

Ent CU

First Interstate

Bank serving the West and Midwest

First Interstate

First Tech

Credit Union serving the West, Northeast, and more

First Tech

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Forms

Revocable Living Trust
Last Will and Testament
Pour-Over Will
Healthcare Power of Attorney
Codicil to a Will
HIPAA Release
Financial Power of Attorney
Transfer on Death Deed
Lady Bird Deed
Vehicle Transfer on Death
Living Will
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