Hartney Law

We hired Hartney Law to do estate planning for us. They created a revocable living trust, an IRA trust, wills, powers of attorney, healthcare documents, and protection plans and guardianship for our children.
They send out a financial questionnaire to get started, and we had a free initial consultation (about one hour) to go over this and our needs. We later had an in-​depth interview and planning session (about two hours), and later a signing session to go over and sign all the prepared documents (about two hours).
Hartney Law works on a flat-​fee basis, and is available for clarifications at no further charge. You also get a free review of your plan every three years (they do charge for revisions if needed).
Their principal attorney Martha Hartney and their front-​office person Amy Dunbar-​Wallis are meticulous and easy to work with. Our situation is not especially complicated, but it had some tricky aspects, and Martha was very alert to these and guided us through them. The firm’s specialty is estate planning and that seems to be most of their business, but they also do some family and small business law. We were very pleased with their work.
Martha has some very good videos on their web site about the importance of planning and about some of the parts that take extra care to understand and carry out. They also do frequent free presentations around Boulder, although we did not attend any of these; see their web site for schedules.