Revocation Clause
Explicitly revoke prior wills and codicils to prevent competing documents from creating ambiguity during probate and ensure the current will governs distribution.
A clear, properly executed will ensures your property passes to chosen beneficiaries, names an executor to manage your estate, and can appoint guardians for minor children, reducing uncertainty and potential litigation after death.
Estate planning advisors and individuals often pair a will with other documents—trusts, powers of attorney, and beneficiary designations—to build a complete plan.
The person who creates and signs the will. The testator must be at least 18 years old and of sound mind; their signature and the attesting witnesses' signatures validate the document for probate in Colorado.
Named individual or institution charged with administering the estate. The executor locates assets, pays debts and taxes, files probate documents, and distributes property under the will's terms; the court confirms formal authority during probate.
A parent lists specific cash gifts to each child and names an executor to sell real property as needed
A couple designates primary and alternate guardians for their minor children in a single document
Identify a primary executor and alternates, specify powers to collect assets, pay debts, and sell property if necessary, and indicate whether bond is required to streamline court approval and daily administration.
Describe cash, personal property, or real estate gifts with sufficient detail—names, relationships, and asset identifiers—to ensure beneficiaries receive the intended items without court interpretation.
State how remaining property is divided after specific gifts and expenses; use percentages or alternative beneficiaries to avoid partial intestacy if a beneficiary predeceases you.
If you have minor children, name primary and alternate guardians and include preferences for health care and education to guide the court in custody decisions during probate.
Complete and review document language.
Sign with required witnesses present.
Triggers probate and administration.
Court approves distribution plan.
Complete before incapacity to ensure validity.
Executor should find will as soon as reasonably possible.
File promptly per local court rules after death.
Follow state notice and claim timelines.
Distribution after debts and taxes resolved.
Explicitly revoke prior wills and codicils to prevent competing documents from creating ambiguity during probate and ensure the current will governs distribution.
Include survivorship periods or contingent gift language to specify when beneficiaries must outlive you to inherit, preventing unintended intestacy outcomes.
Direct whether estate taxes, debts, and administrative expenses are paid from specific bequests or the residuary estate to allocate financial responsibility clearly.
Consider a narrowly drafted no-contest clause to discourage frivolous challenges, but be aware enforceability varies by jurisdiction and circumstance.
Identify digital accounts and provide instructions or an appointed agent for access while complying with applicable service provider rules and privacy laws.
Attach a notarized self-proving affidavit when executing the will to speed probate by eliminating the need for witness testimony at admission.
Preserve the signed original on paper when required by Colorado law and retain electronic copies with secure access and an immutable audit trail.
| Field | Configuration |
|---|---|
| Signer Authentication | Email + SMS code or higher |
| Witness Fields | Separate signature slots for witnesses |
| Self-Proving Option | Include notarization and affidavit fields |
| Retention Settings | Enable immutable audit trail |
| Criteria | Will | Revocable Trust |
|---|---|---|
| Purpose | probate distribution | avoid probate, manage assets |
| Probate Required | often yes | often no |
| Privacy | public record | private |
| Costs | lower drafting cost | higher setup cost |
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Varies | Varies | Varies | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
Have final printed copy ready for signing.
Ensure testator understands terms and is competent.
Two disinterested adult witnesses preferred.
Witnesses watch signing and then sign themselves.
Not required but notarize for self-proving affidavit.
Execute with notary to streamline probate.
Store original in trusted location and inform executor.
Provide certified copies to advisors as needed.