How We Are Different

When most people think of estate planning, they envision meeting with an attorney, obtaining a set of documents (that they don’t really understand), putting those documents in a safe place, and forgetting about them until they die or become disabled. At that point, their loved ones will likely discover (too late, of course) that the plan put in place years before no longer bears any relation to their loved one’s life, needs or values.

Here are just some of the ways we are different from the traditional estate planning firm:

  • We encourage regular communication with our clients. In fact, we’ve thrown out the time clocks so you never have to think twice about asking all of your questions. Everything we do is billed on a flat-fee basis, agreed to in advance, so there are never any surprises.
  • We help ensure that your trust is actually funded. If we have set up a trust on your behalf, we help ensure that the trust is actually funded, and that you know how to keep it funded as your assets change in the future.
  • We harness the latest technology to ensure that your health care powers of attorney and health care directives will be immediately available to health care providers in the event of an emergency.
  • If you have minor children, we will put into place a comprehensive Parent Contingency Plan that will name not only long-term guardians, but short-term ones as well so that your kids will never have to face the risk of spending time with someone other than the people you expressly choose in the event of an accident or death. We provide you with a set of wallet ID cards to alert emergency responders about who to contact. We provide express instructions to all the relevant players so that everyone will know exactly how to act/respond, and in what sequence, should the worst happen.
  • We understand your financial assets are just one part of the legacy you hope to leave behind. We have developed a unique way to help you pass your most precious assets on to your loved ones: your values, stories, insights and experiences. These are the things most often lost when a loved one dies.

different

Our planning always begins with our Complimentary Estate Planning Session.

At this meeting, we will help you discover the best type of plan to fit your needs today, and we can even begin the process of designing that plan for you during this session, if you choose to move forward. Find out today if you qualify for our complimentary Estate Planning Session. Together we will help you develop a plan that will ensure that your family and their future are cared for. Visit the link above today and take the first step.

The value gained when knowing your loved ones are cared for…

If you think this all sounds expensive, well, you are right and you are wrong. I can guarantee you that if you qualify for a Complimentary Estate Planning Session, the planning we will recommend is substantially less costly than it would be for your family if you died with a plan that didn’t work or if you didn’t have a plan in place at all. We’ve made creative financing available to our clients because we know that this planning is the foundation for a life of success!


I was headed into major surgery with two little kids, a husband and a business that depended on me. I needed to know that my kids would be taken care of and that my husband wouldn’t have to be the one making all the difficult decisions when it came to a living will. Jodie worked with me and really listened to what I needed to set up to make sure my kids were taken care of in case something happened. She made the process easy and answered all my questions as we went through the process. She has given me a little peace of mind and did it with so much kindness and caring.

~ Margaret Adsit ~


Jodie Gilbert was so helpful in putting together my Special Needs Trust and Living Will. She was very patient in listening to all my questions and then very clearly explaining how to go about getting them resolved. This was all done in a very caring and timely manner. I am so thankful for all the time and expertise that she put into these legal documents. I would highly recommend Jodie for help in any legal matters.

~ Tova ~


Wendi really took the time to answer all of our questions with a mix of humor and seriousness, and diligently followed up.  She is on it, and emotionally open to the emotional part of the process. Wendi makes you feel incredibly comfortable during all stages of what can seem like a daunting process.  I really trust her, and feel so much more prepared for my future and my children’s futures after going through this work. She provides a great gift to her clients.

~ Mari Brown ~


We had been researching lawyers for years to do our estate plan. We feel we learned more from our first 20 minutes with Wendi than we did in an hour with any of the others. Wendi was really patient with all of our questions and explained everything so well. We have already recommended her to several of our friends.

~ David and Celine Alper ~


We loved working with Temkin Law. We not only gained a better understanding of estates and trusts, but of ourselves as well. We can rest easy knowing that our ‘stuff’ is in order for our child. Doing the Legacy Interview was absolutely priceless. We so enjoyed getting to know Wendi.

~ L.W. and J.W. ~


Wendi made the process of estate planning, which I was reluctant to do, easy and actually fun.

~ Mitchel Rossman, M.D. ~


Wendi made a time-consuming process much easier to complete through her check-lists, templates, and clear instructions for every task. The binder she put together for us is so thorough and makes something overwhelmingly complicated possible to understand and follow. If I need to remember anything about what we did, I know it is in the binder!

~ Mary ~


This truly was the best experience with an attorney ever. Ms. Temkin shines brightly with her highly capable communication skill. She also brings a level of comfort that is authentic and unlike previous attorney contacts. Her personable communication style coupled with her strong knowledge base quickly streamlines the experience into a straight forward efficient session.

~ Judy Roberts ~

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Your relationship with Watershed Estate Planning begins with a Free Initial Consultation. Let us help you discover the best type of Estate Plan to fit your needs. Schedule below or call us today!

(303) 997-6072

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We have two convenient locations to serve you. With offices in Boulder and Denver-Greenfield Village, we are ready to help you plan today for a more secure tomorrow.

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