Estate planning representation guided by over 40 years of experience in Loveland, CO and the surrounding area.

If you are putting an estate plan in place in Loveland, CO, several decisions come early: whether a will or a trust better suits your situation, who should serve in roles like executor or trustee, and how the pieces fit together. Our Loveland, CO estate planning lawyer at W.B. Moore Law builds plans that fit the people they’re actually for, with documents that hold up and reflect what you want to happen. Contact us to talk through your options.

Estate Planning Lawyer Loveland, CO

Estate planning is the process of deciding what happens to your property, your healthcare decisions, and your dependents if you become incapacitated or pass away. It’s not a single document. A complete plan usually combines several: a will, one or more powers of attorney, advance healthcare directives, and often a trust.

The goal is straightforward. You want your assets to go where you intend, your family spared from avoidable court involvement, and someone you trust empowered to act if you can’t. Without a plan, Colorado’s default rules decide all of it for you, and those rules rarely match what any particular family would have chosen. A Loveland, CO estate planning attorney helps you replace those defaults with your own decisions, documented in a way that actually works when the time comes.

Types of Estate Planning Cases We Handle in Loveland

W.B. Moore Law works with clients across the full range of estate planning matters. The services we provide include the following.

Wills. A will is the foundation of most plans. It directs how your property is distributed, names an executor, and can appoint a guardian for minor children.
Living trusts. A revocable trust lets assets pass to beneficiaries without probate, which means faster distribution and more privacy.
Power of attorney. These documents designate someone to make financial or healthcare decisions if you can’t. A Loveland power of attorney is one of the most useful and overlooked pieces of a plan, particularly as people age.
Trusts. Beyond the basic revocable trust, some families need other structures. Our Loveland trust services cover the range, including specialized trusts for particular goals.
Special needs trusts. Families with a disabled beneficiary need to plan carefully to avoid jeopardizing government benefits. Our Loveland special needs trust services address this directly.
Business succession planning. Owners need a plan for what happens to the business when they retire, become incapacitated, or pass away. Without one, a closely held business can stall or fracture the moment the owner steps away. We help integrate business succession into the broader estate plan so the transition is orderly rather than chaotic.

Why Choose W.B. Moore Law as My Estate Planning Attorney in Loveland, CO?

A Practice Built Over Four Decades

Estate planning touches tax, probate, business, and family law all at once, and a plan drafted by someone who only sees one piece tends to miss things. Attorney W.B. Moore has worked across all of those areas since 1982. He earned his J.D. from UCLA School of Law, holds bar admissions in Colorado (2002) and New York (1984), and has served clients ranging from young families to heirs of the Rockefeller fortune. He has also advised other Colorado law firms and taught Legal Issues in Entrepreneurship at the University of Illinois as a law professor. He is a member of the Colorado Bar Association.

There is also a personal dimension to this work for him. He has a family of his own, including 15 grandchildren, and he returned to practice after recovering from a spinal cord injury. The value of getting these documents right is serious to him.

Plans Built for Real People, Not Templates

Every family is different. A young couple with a first child needs something very different from a retiree with property in three states, and both need something different from a business owner with partners. A template can’t account for that. Online form documents are worse because they give people false confidence that they’ve handled something they haven’t. We build plans around the actual people, assets, and relationships in front of us.

That means asking the questions that surface what really matters: who you trust to make decisions, how you want minor children protected, what happens to a family business, and which assets should avoid probate. Understanding what assets go through probate informs nearly every other decision in the plan.

Understanding Estate Planning

Key Estate Planning Documents and What They Do

A complete estate plan generally includes several documents, each doing a distinct job:

Last will and testament. This document directs the distribution of probate assets, names an executor, and designates guardians for minor children.
Revocable living trust. A revocable living trust holds assets so they pass outside probate and provides for management during incapacity.
Durable financial power of attorney. This document authorizes an agent to manage your finances if you become unable to.
Medical power of attorney. This document names someone to make healthcare decisions on your behalf.
Living will. A living will records your wishes for end-of-life medical care.

These pieces work together. A will alone leaves gaps. So does a trust without the powers of attorney that handle incapacity. Knowing the difference between a will and a trust is usually the first thing clients want clarified.

What Are Important Aspects of an Estate Plan?

A few things determine whether a plan does its job.

Naming the right people is the big one. The roles of executors, trustees, agents under a power of attorney, and guardians for children carry real responsibility, and the wrong choice creates problems that surface at the worst possible time. It’s worth thinking past the obvious pick. The person you’re closest to isn’t always the one best suited to manage money or navigate a court process. Coordination matters too. Retirement accounts and life insurance pass by beneficiary designation, outside your will, so a plan that ignores them produces results you didn’t intend.

A document drafted before a divorce, a new child, or a move to Colorado may no longer reflect your life. We help clients understand what happens to an existing plan after a move across state lines.

What Is the Estate Planning Timeline?

Building a plan from scratch usually takes a few weeks, depending on its scope. The general sequence looks like:

Initial consultation to review your situation, family, assets, and goals
A recommendation on which documents fit your circumstances
Drafting of the documents
Client review and revisions
Execution of the final documents, signed and witnessed or notarized as Colorado law requires
For trusts, funding: retitling assets and updating beneficiary designations

What Should You Bring to Your Estate Planning Consultation?

The first meeting goes faster when you arrive with the basics in hand, and none of it has to be perfect or exhaustive. A rough list is far better than nothing, and we can fill in gaps as we go. Bringing what you have lets us spend the meeting on substance rather than logistics. Plan to bring:

A list of your assets and how they’re titled, including real estate, accounts, retirement plans, life insurance, and business interests
Names and contact details for people you’re considering as executor, trustee, agent, or guardian
Any existing estate planning documents you’d like reviewed
Notes on specific wishes or concerns, such as a child with special needs, a blended family, charitable goals, or a business

What Are Important Colorado Legal Resources for Estate Planning?

The Colorado statutes covering wills, trusts, probate, and powers of attorney all sit within Title 15 of the Colorado Revised Statutes. Loveland residents can use the resources below to get a sense of the legal landscape.

The full statutory text is published by the Colorado General Assembly, where Title 15 gathers the laws that an estate plan is built on.
For the intestacy and will rules in plainer language, Title 15, Article 11 on Justia is a helpful reference.
A well-built plan often aims to spare a family from probate, and the Colorado Judicial Branch shows what that process involves when it can’t be avoided.
The Colorado Bar Association allows residents to confirm an attorney’s standing in the state.

Reach Out to W.B. Moore Law to Schedule a Consultation

Estate planning is easy to postpone and costly to leave undone. A well-built plan protects your family from confusion, conflict, and unnecessary court involvement at a time when they are already managing grief. It also gives you the certainty of knowing your wishes are documented and your affairs are in order. W.B. Moore Law works with individuals and families across Loveland, CO to build estate plans that reflect their circumstances, their relationships, and their goals. Contact us to get started.