Elevate Estate Planning, LLC

Nearby LawyersColoradoArapahoe CountyDenverSouth Cherry Street

Open Hours:

Monday, 9:00 AM - 5:00 PM
Tuesday, 9:00 AM - 5:00 PM
Wednesday, 9:00 AM - 5:00 PM
Thursday, 9:00 AM - 5:00 PM
Friday, 9:00 AM - 4:00 PM
Saturday, Closed
Sunday, Closed

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Elevate Estate Planning, LLC Introduce

Are you considering planning for the future and ensuring the security of your assets and loved ones? Within our platform category, "Nearby Lawyers," we are pleased to introduce you to Elevate Estate Planning, LLC, located at 501 S Cherry St Ste 1100, Denver, CO 80246, USA. While their physical office is in the United States, we understand that our local users in Japan may have assets or family members in the U.S., necessitating expert estate planning advice under U.S. law. Elevate Estate Planning, LLC, led by Jonathan Day, appears to be a highly capable firm in this crucial area of law.

Based on the glowing testimonials from their clients, Elevate Estate Planning, LLC, and particularly Jonathan Day, are highly regarded for their expertise and client-focused approach. One client recounted their experience revising and updating their existing Estate Plan, noting that Jonathan Day did an "amazing job." They specifically praised his thoroughness, thoughtfulness, and the seamless execution of the entire process. Importantly, this client highlighted Mr. Day's dedication to understanding their family's unique needs, which resulted in a comprehensive estate plan with multiple layers of protection and security.

Another client expressed complete satisfaction with the service they received, stating they were "taken care of from start to finish." This concise yet powerful statement underscores the firm's commitment to providing a smooth and supportive experience for their clients during the often complex process of estate planning. This client offered a strong recommendation for Jonathan and his team, reinforcing the positive experiences of others.

A third client shared their impressions after a meeting with Jonathan, describing it as "fantastic." They were particularly impressed by his expertise, thorough approach, and genuine desire to provide Elevate clients with estate planning solutions that offer both present and future security. This client left the meeting with "such confidence" in the services offered, indicating a strong belief in Jonathan Day's abilities and the firm's commitment to their clients' peace of mind.

The environment at Elevate Estate Planning, LLC, as portrayed by client feedback, seems to be one of professionalism, thoroughness, and genuine care. Clients feel heard, understood, and confident in the solutions provided. The emphasis on understanding individual needs and creating comprehensive plans suggests a client-centric approach where attention to detail and long-term security are paramount.

Based on the firm's name and the positive client reviews emphasizing estate planning, the services offered by Elevate Estate Planning, LLC, likely include:

  • Wills: Drafting and executing legally sound wills to ensure the proper distribution of assets according to the client's wishes.
  • Trusts: Creating various types of trusts (e.g., living trusts, irrevocable trusts, special needs trusts) to manage assets, minimize taxes, and provide for beneficiaries.
  • Estate Administration (Probate): Assisting executors and administrators with the legal process of settling an estate after someone passes away.
  • Advance Directives: Preparing documents such as living wills and medical powers of attorney to ensure clients' healthcare wishes are respected.
  • Financial Powers of Attorney: Creating documents that allow a designated individual to manage financial affairs on behalf of the client if they become incapacitated.
  • Guardianship and Conservatorship: Establishing legal arrangements for the care of minor children or incapacitated adults.
  • Elder Law Planning: Addressing the unique legal and financial needs of older adults, including long-term care planning and Medicaid eligibility.
  • Tax Planning: Incorporating strategies to minimize estate taxes and ensure efficient transfer of wealth.
  • Estate Plan Updates and Revisions: Helping clients review and update their existing estate plans to reflect changes in their lives or the law.

The features that clients consistently praise include:

  • Expertise in Estate Planning: Possessing a deep understanding of estate law and providing knowledgeable guidance.
  • Thorough Approach: Paying close attention to detail and ensuring all aspects of the estate plan are comprehensive.
  • Thoughtfulness: Taking the time to understand individual needs and tailoring plans accordingly.
  • Seamless Execution: Making the estate planning process smooth and stress-free for clients.
  • Comprehensive Planning: Creating multi-layered plans that address various potential future scenarios.
  • Client-Centricity: Focusing on the real needs of the family and prioritizing their best interests.
  • Excellent Communication: Ensuring clients are well-informed and comfortable throughout the process.
  • Commitment to Security: Providing solutions that offer peace of mind for the present and future.

For our local users in Japan who own property in the U.S., have family members residing in the U.S., or anticipate future legal needs related to U.S. estate law, Elevate Estate Planning, LLC, offers a compelling option for expert legal counsel. The positive testimonials highlight their dedication to providing thorough, thoughtful, and effective estate planning services. Jonathan Day's commitment to understanding his clients' unique needs and creating comprehensive plans suggests a level of personalized service that can be particularly valuable in such important and sensitive matters.

The repeated emphasis on thoroughness, thoughtfulness, and the seamless execution of the estate planning process indicates a firm that prioritizes both the quality of their legal work and the client experience. The confidence expressed by clients after working with Jonathan Day underscores his ability to provide clarity and security in an area that can often feel overwhelming.

While specific promotional offers are not detailed in the provided information, the strong recommendations and the description of their services as providing "security for them now and in the future" serve as a powerful testament to the value offered by Elevate Estate Planning, LLC. Their focus on creating comprehensive plans tailored to individual needs suggests a commitment to providing long-term peace of mind for their clients.

For individuals seeking a "Nearby Lawyer" in Denver for estate planning who value expertise, thoroughness, and a client-centered approach, Elevate Estate Planning, LLC, and Jonathan Day come highly recommended. Their commitment to understanding client needs and creating comprehensive solutions makes them a trusted resource for securing your future and protecting your loved ones.

To learn more about Elevate Estate Planning, LLC, and discuss your estate planning needs, you can contact them at (303) 566-0614 or +1 303-566-0614. Their office is located at 501 S Cherry St Ste 1100, Denver, CO 80246, USA. We encourage you to reach out to them directly to experience the expert and thoughtful service that has earned them such positive reviews from their clients.

Location

Customer Reviews

(19 reviews)

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Courtney Horn
Jun 03, 2024

Jonathan Day helped revise and update our existing Estate Plan this year. He did an amazing job, he was thorough, thoughtful and executed the process seamlessly. He spent the necessary time to tune into our real needs which served our family best and put together a comprehensive plan with many layers. We were taken care of from start to finish. Thank you Jonathan for your excellent work! I Highly Recommend Jonathan and his team.

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Erin Gaskins
Oct 04, 2023

I had a fantastic meeting today with Jonathan from Elevate Estate Planning. I am so impressed by his expertise, thorough approach, and desire to provide Elevate clients with estate planning solutions that will provide security for them now and in the future. I left with such confidence in his services!

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Justin Broome
Feb 13, 2021

My wife and I were referred to Jonathan by a friend for some estate planning. From the beginning, Jonathan was very friendly and professional. He listened to our goals and quickly put in place a full estate plan for my family at a very reasonable price. I even recommended Elevate to family members, and they have all been happy with Jonathan’s services! Five stars!

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Austin New
Jan 24, 2020

Jonathan and the team at Elevate Estate Planning are an excellent resource for anyone who is looking to plan for the future. Jonathan is knowledgeable about estate planning, but more importantly he is able to coherently explain the nuances to someone who is unfamiliar in this area. I would highly recommend Jonathan to anyone who needs estate planning.

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Erin DeRoia
Feb 22, 2020

Gus was so easy to work with! He explained everything thoroughly and helped us create the perfect estate plan for our family. I’d highly recommend his services to anyone!