The Estate Planning Pyramid
Estate planning isn’t one-size-fits-all. Your needs—and the needs of your family—depend on your stage of life, assets, goals, and personal circumstances. Think of estate planning like a pyramid to help you understand what kind of plan fits your situation.
Whether you’re just getting started or need more advanced tools, there’s a place for you in the pyramid.
Base of the Pyramid: Basic Documents
Essential Documents Every Adult Needs
The foundation of any good estate plan starts here. This level covers the must-have documents that ensure your wishes are respected and your family can act on your behalf if something unexpected happens.
This includes:
- A Last Will and Testament or basic Living Trust
- Durable Financial Power of Attorney
- Medical Power of Attorney and
- Living Will or Advance Directive
Who it’s for:
Everyone. No matter your age, family structure, or financial situation, having these core documents in place is critical to avoiding confusion, delays, and court involvement in a time of crisis. This is what we provide at Nimble Estate.
Middle of the Pyramid: Comprehensive Estate Planning
Tailored Planning for More Complex Situations
If your life or estate has more layers, a basic plan might not be enough. This level is ideal for those who need a more thoughtful, detailed approach, and want a close working relationship with an experienced attorney.
This may include:
- Customized Living Trusts
- Tax-conscious planning for high-value estates
- Business considerations for rental properties
- Planning to avoid probate in multiple states
- Trusts for blended families or minor children
- Coordination of beneficiary designations
- Ongoing legal guidance and funding support
Who it’s for:
People with higher-value estates, multiple properties, business interests, or unique family dynamics. It’s also a good fit for those who want more guidance and explanation throughout the process.
Top of the Pyramid: Advanced Estate Planning
Specialized Tools for Unique Needs
At the top of the pyramid is the most advanced level of planning. This is for clients who need strategic legal solutions beyond the traditional estate plan. Here, attorneys help protect vulnerable family members, preserve assets, and navigate complex benefits systems.
This level includes:
- Special Needs Trusts
- Medicaid Asset Protection Trusts
- Irrevocable Trusts for long-term care planning
- Charitable planning
- Asset protection for future generations
Who it’s for:
Families with loved ones who have disabilities, individuals planning for long-term care, or anyone looking to preserve wealth across generations in a legally strategic way.
Let’s Build Your Plan Together
Schedule a free consultation to talk through your needs and find the right level of planning for you and your family.
Just Me Plan
Will plan for Single Person
Essential protection for life's unexpected moments.
JUST ME PLAN
A simple, affordable way to make sure your wishes are known and your loved ones are protected. The Will Plan for Singles includes a Last Will and Testament to direct how your assets should be distributed, along with a Financial Power of Attorney, Medical Power of Attorney, and Advance Directive (Living Will). Together, these essential documents help ensure that someone you trust can manage financial, legal, and healthcare decisions if you're unable to do so yourself.
Together Plan
Will Plan for Couples
Build a plan together with confidence.
TOGETHER PLAN
Protect one another and create a clear plan for the future. The Will Plan for Couples includes a complete set of estate planning documents for both partners, including two Wills, two Financial Powers of Attorney, two Medical Powers of Attorney, and two Advance Directives (Living Wills). This package provides the foundational legal documents most couples need to ensure their wishes are honored and important decisions can be made by the people they trust.
Protect Plan
Trust Plan for Single Person
More control, more privacy, more peace of mind.
PROTECT PLAN
For individuals seeking greater control, privacy, and flexibility, the Trust Plan for Singles provides a comprehensive estate planning solution. In addition to a Will, Financial Power of Attorney, Medical Power of Attorney, and Advance Directive (Living Will), this package includes a Revocable Living Trust. A trust can help simplify the transfer of assets, avoid probate for trust-owned property, and provide clear instructions for managing your affairs during your lifetime and after your passing.
Forever Plan
Trust Plan for Couples
Comprehensive planning for the people and assets you love most.
FOREVER PLAN
Our most comprehensive estate planning package for couples, designed to help protect your assets and provide peace of mind. The Trust Plan for Couples includes two Wills, two Financial Powers of Attorney, two Medical Powers of Attorney, two Advance Directives (Living Wills), and a Revocable Living Trust. This package helps couples create a coordinated plan for managing assets, caring for loved ones, and ensuring a smooth transition of property according to their wishes.
Send us a Message
Send us a message. We would love to start a conversation with you about your planning needs.
Nimble.Estate
Nimble.Estate is a service of Law Office of Anna L. Burr, LLC. Nimble.Estate is an estate planning law firm for individuals and couples with basic planning needs. The legal planning services we perform are not appropriate for estate tax planning, capital gains tax planning, Medicaid planning, or other complex planning scenarios. Nimble.Estate was created to provide access to professional estate planning services to those in Colorado who may otherwise not be able to afford it, and we focus exclusively on “basic” or “simple” estate planning strategies. Nothing on this website is intended to be, nor should it be taken as, legal advice. An attorney-client relationship is not created until a Nimble.Estate representation agreement is signed.