Estate Planning

Senior Law Handbook

CBA Guides by Topics

Steps to Plan Your Estate

The Conversation Project

The Conversation Project® is a public engagement initiative of the Institute for Healthcare Improvement (IHI). They aim to help everyone discuss their wishes for care through the end of life so they can be understood and respected. Walking through the guides can be very helpful for anyone looking to have meaningful end-of-life and estate-planning conversations.

Collect Important Documents

Consult with an attorney if possible

Colorado's Find A Lawyer Program
NAELA (National Academy of Elder Law Attorneys) - www.naela.org - Click “Consumer Resources,” then “Find a Lawyer” to find a NAELA attorney in your area.
ACTEC (American College of Trust and Estate Counsel) - www.actec.org - Click on “Find an ACTEC Lawyer” to find an ACTEC attorney in your area.

Estate Planning Documents

Medical Advance Directives

Documents that inform medical professionals and others your treatment choices if you become incapacitated.

Click Here

Financial Directives

Legal documents that give someone the power to make financial decisions on your behalf

Click Here

Other Resources

AARP - Colorado Chapter

Provides counseling and information on health insurance to AARP members.

(866) 554-5376

http://states.aarp.org/region/colorado

coaarp@aarp.org

Colorado Gerontology Society

Online Contact Form

303-333-3482
Spanish - 855-880-4777

https://www.senioranswers.org/programs/

The Motley Fool

The Motley Fool site began as a tool for investors and has grown into a resource on all financial matters, including Social Security. They have videos on YouTube that discuss when you should take your Social Security benefits and what to expect on Social Security.

www.fool.com