Dave Rich specializes in assisting Colorado families with their legal planning needs, which include wills and trusts, probate and estate administration, as well as asset protection. He obtained his law degree from the University of Colorado at Boulder School of Law. As a certified mediator, Dave takes pride in helping parties find common ground and reach mutually beneficial agreements, even in the face of seemingly insurmountable differences. At Flatiron Legal Advisors, LLC, they are dedicated to providing cost-effective representation, starting with a complimentary case review. Their goal is to alleviate the stress associated with estate planning and focus on empowering clients throughout the legal process. They understand that planning for the future can be a sensitive undertaking, but with compassionate guidance, they believe the process can become less intimidating. By working with their firm, they will ensure that complex legal language is translated into plain English, allowing you to fully comprehend your rights and make informed decisions for your future.
3 Best Estate Planning Lawyers in Boulder, CO
Expert recommended Top 3 Estate Planning Lawyers in Boulder, Colorado. All of our estate planning lawyers actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
DAVE RICH - FLATIRON LEGAL ADVISORS, LLC REVIEWS
Dave Rich was incredibly helpful. We live in Mexico and had a short period of time back in Colorado in which we needed a US will, POA, and Medical Directives. Dave took care of everything in a few days for us in such a professional, friendly and helpful way. I highly recommend him!
Thank you for your fantastic service - we're very pleased with your representation and highly recommend you and your company!
My experience with Courtenay Patterson was excellent. I highly recommend her to anyone looking for an attorney.
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Jodie Gilbert specializes in providing her clients with the knowledge and tools to protect what matters most. She graduated from Oberlin College in 2002 and obtained her law degree from the University of Colorado Law School in 2011. Jodie is licensed to practice law in Colorado and Alaska. In addition to her legal practice, Jodie plays a significant role in the legal community. She serves as the co-Chair for the Colorado Bar Association's Guardianship Bill of Rights Subcommittee and sits on the Board of Directors for Imagine!, an organization that facilitates access to various programs for individuals with intellectual and developmental disabilities in Boulder County. Additionally, Jodie ensures that her client meetings are comfortable and supportive, leading to a final result that meets their needs. The ultimate objective is for every client to leave with a comprehensive plan that reflects their priorities. Watershed Estate Planning takes pride in offering various estate planning services tailored to each client's unique circumstances. With two convenient locations, the firm is well-positioned to assist you in creating a personalized estate plan that meets your needs.
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JODIE GILBERT - WATERSHED ESTATE PLANNING REVIEWS
Attorney Jodie Gilbert couldn't have been more helpful and reassuring when I needed to restructure my estate plan for my newly-reconfigured future. Her expertise is apparent in everything she does. Her professionalism and overall manor is both comforting and empowering. She explains everything, walking through every scenario, with guidance and clarity. Jodie helped my family and me when we needed her most. We will be coming back for years to come.
I used this firm/Jodie to craft my estate planning documents. Everything about the process was seamless and made me feel supportive. Jodie did an amazing job of explaining the process and documents. She took the time to ask and learn about my concerns and goals. She also was great at identifying gaps and discussing with me how to address them. I highly recommend Jodie and the firm.
I can’t say enough about Jodie‘s excellent work on my will. Especially her work on my pet trust. I have never had a will before, so I have no idea what to expect. Jodie is both intuitive and detail oriented. For no extra cost, she sent me a card that can access all of my healthcare information so that if I go into the hospital all I have to do is present the card. Can’t say enough good things.
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Hartney Law is a dedicated estate planning practice that assists adventurous and entrepreneurial families in Colorado with preparing for an uncertain future. With over a decade of active involvement in estate planning, Martha Hartney brings extensive experience to her practice. Martha obtained her degree from the University of Denver and furthered her professional development by becoming certified as a Child & Family Investigator through the Colorado Bar Association. She has also been involved in supporting new mothers as a La Leche League Leader and advocating for attachment and natural parenting. Martha's legal studies focused on family, juvenile, and estate law, and she has served in various esteemed positions, including the Boulder County District Attorney's Office, Larimer County Domestic Courts, and the Rocky Mountain Children's Law Center. One of the unique features of Hartney Law is its electronic record-keeping system, which ensures that all your important legal documents are securely stored and easily accessible whenever you need them.
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MARTHA HARTNEY - HARTNEY LAW REVIEWS
Definitely a 5-star experience! Martha expertly and empathetically guided us through an in-depth interview process, taking the time to get to know what was in our hearts and talking through all the options before creating our estate plan. The best part was at the end when she created a video log of us talking about what matters most to us -- a beautiful legacy gift to leave behind for our children.
Martha is outstanding. She's a deeply integrated woman with a confident grasp on all the legal-technical knowledge required to create the type of estate plans I needed for my blended family and my small business. She also has the heart and grounded presence to really explain things in a way that made sense, felt clear and brought relief at the deep, existential level very few lawyers have the skillfulness to touch. Thank you, Martha. My life is significantly better from working with you. I can't recommend you enough!
Responsive, professional, helpful, easy to work with, delivered what I needed quickly. Very pleasant transaction.
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