How Much Support Do You Need to Settle a Loved One’s Estate?
Probate can feel overwhelming, especially when you’re grieving or managing a loved one’s affairs for the first time. This quick worksheet will help you understand how much support you might need—and whether my flat-fee probate packages are a good fit for your situation.
🛠️ How to Use This Assessment
- Choose “Yes” or “No” for each question below.
- Don’t stress—just go with your honest answers.
- At the end, it’ll help you figure out which package might work best for your needs.
- If your situation is contested (meaning someone is objecting to some part of the process), I’ll guide you toward other resources.
🚫 First Things First: Is This a Contested Case?
| Is anyone objecting to the validity of the will or claiming there isn’t one when others say there is? | Yes | No |
| Is anyone disputing who should serve as Personal Representative (executor)? | Yes | No |
| Is there conflict among the heirs or beneficiaries about who gets what? | Yes | No |
If you answered YES to any of the questions above, your case may be contested, and I’m not the right fit. I recommend speaking with a probate litigation attorney. If you need help finding one, check out my Best in Class guide.
👤 Your Role in the Estate
| Are you comfortable handling paperwork and staying organized if someone walks you through the steps? | Yes | No |
| Are you local to Colorado or available to be here in person if needed? | Yes | No |
| Do you have time in your schedule to manage tasks like mailing notices, keeping records, and communicating with beneficiaries? | Yes | No |
| Do you feel confident reaching out with questions if something is unclear? | Yes | No |
| Have you ever handled legal or court-related tasks before (even if not probate)? | Yes | No |
What Your Answers Might Mean
- Mostly YES → The Essential Package might be a great fit. You’ll stay in the driver’s seat while I guide you through the process with legal support and clear instructions.
- Mostly NO → The Advanced Package could be the better choice. I’ll take the lead, handle more of the legwork, and make things as smooth as possible for you.
📘 Next Step
Settling a loved one’s estate is never easy—but you don’t have to do it alone. Whether you’re comfortable managing things with some legal guidance or you’d rather have someone take the lead, I offer clear, flat-fee options designed to protect your peace and reduce your stress.
👉 Ready to take the next step? Schedule your free consultation
📘 Want to explore your options first? See my flat-fee packages
We’ll walk through this together—one step at a time.
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This website includes information about legal issues. Such materials are for informational purposes only and may not reflect the most current legal developments. These informational materials are not intended, and should not be taken, as legal advice on any particular set of facts or circumstances. You should contact an attorney for advice on your specific legal problems.