How-To Pamphlets for Fiduciaries

These brochures were compiled by the Colorado Bar Association to provide roadmaps to be followed by the personal representative of a will, an agent under a power of attorney, a guardian, a conservator and a trustee.   Other brochures address what to do when someone dies and common questions regarding wills and trusts.

What to Do When Someone Dies

So Now You are a Personal Representative

So Now You are a Guardian

Financial Power of Attorney

Estate Planning

Discussions with Healthcare Power of Attorney

Facebook Account Memorialization Form

How to Contact Facebook about a Deceased Family Member’s Account

How to Contact Twitter about a Deceased Family Member’s Account

How to Obtain a Credit Report for a Deceased Person

Motor Vehicle Beneficiary Form

Steps to Reduce the Risk of Identity Theft After a Death

Colorado Trustee To-Do List During Trust Administration

Trust Administration Initial Steps

Estate Planning – An Introduction

Estate Planning Self Check Up Checklist

Remembrance-and-Services-Memorandum

Essential Guidance for Your Healthcare Power of Attorney: Ensuring Your Wishes Are Respected

Pet Care Instructions