Executor appointment
Name a primary and alternate executor with authority to administer the estate, pay debts, file necessary returns, and distribute assets to beneficiaries.
Clear, Colorado-specific guidance reduces the risk of intestacy, clarifies guardianship for minor children, and helps ensure that your estate plan is accepted in probate without avoidable disputes or delays.
They are also useful for executors, family attorneys, and estate planners who must verify that documents meet Colorado formalities and protect minor heirs.
| Field | Configuration |
|---|---|
| Delivery Method | In-person signing with witnesses; avoid electronic-only execution for wills |
| Authentication Level | Government ID check at execution; witnesses attest identity |
| Signature Type | Wet signatures with witness attestations recommended |
| Storage Location | Secure safe or attorney trust file; provide certified copies to executor |
Maintain the original wet-signed will in a secure location and keep encrypted digital copies for redundancy and for quick access by the executor or counsel.
Anytime; especially after birth, marriage, divorce, or major asset changes
Update after a new child, marriage, divorce, or major inheritance
File with probate court shortly after death; local rules govern timing
Form 706 due nine months after decedent's date of death (IRS)
Keep originals indefinitely; retain key records for statutory periods
The person making the will (testator) must sign the document voluntarily and be of sound mind. If married, clearly indicate whether the will is mutual or separate and how community or separate property is treated.
Two competent adult witnesses should observe signing and attest by signature. A notary may notarize a self-proving affidavit; notarization is not universally required for validity in Colorado.
Name a primary and alternate executor with authority to administer the estate, pay debts, file necessary returns, and distribute assets to beneficiaries.
Designate primary and alternate guardians for minor children and provide direction on personal care and education preferences where appropriate.
Create testamentary trusts to hold assets for minor children until a specified age, including spendthrift provisions and trustee powers.
Identify particular items or dollar amounts to specific individuals, and state fallback instructions if beneficiaries predecease you.
State how the remaining estate should be divided between spouse and children, including division percentages or lifetime trusts.
Include testator signature, two witness signatures, and optionally a notarial self-proving affidavit to simplify probate.
| 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 (Business Premium) | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Varies by plan | Varies by plan | Varies by plan | Varies by plan |