A trust is only as good as the day someone needs it.

— Whitman Estate & Trust

Whitman Estate & Trust

Estate planning and trust administration for Denver families.

Wills, trusts, trust administration, and business succession — drafted personally by Sarah Whitman from first call through signing day. Licensed in Colorado. Call (303) 555-0921 to schedule.

Serving Denver, CO — Sarah Whitman, Principal

Whitman Estate & Trust

Denver, CO

About

Meet Sarah Whitman

Sarah Whitman built her practice around a narrow conviction: a trust is only as good as the day someone needs it. The drafting matters; the funding matters more; the ongoing maintenance matters most. She works one-on-one with every client, drafts every document she signs off on, and stays the point of contact long after the plan is in place.

The firm focuses on estate planning, trust administration, and business succession — the matters where careful drafting today prevents litigation in five years. Sarah has spent her career on plans that hold up.

The practice stays small by design. That is the point.

Google rating

4.8★

Reviews

22

Admissions

CO

Talk to Sarah directly: (303) 555-0921

Practice areas

What we do for Denver families

  1. 01

    Wills & Trusts

    Revocable living trusts, last wills, and pour-over arrangements designed around your family's actual situation.

  2. 02

    Trust Administration

    Funding, ongoing administration, and successor-trustee guidance — the work most firms forget after signing day.

  3. 03

    Business Succession

    Coordinated estate and buy-sell structures that keep ownership transitions clean for closely-held Colorado businesses.

  4. 04

    Probate

    Informal and formal probate, supervised administration, and estate closing across Denver and surrounding counties.

  5. 05

    Powers of Attorney

    Durable financial and medical POAs drafted to Colorado standards — they hold up when your family needs them.

How it works

From first call to a plan you can rely on

  1. 01

    Initial consultation

    Bring your questions, any existing documents, and a general sense of what you own and who you want to protect. Sarah listens first and explains what a plan covering your goals would actually look like — no pressure, no sales pitch.

  2. 02

    Plan design

    Sarah drafts your documents and schedules a review meeting to walk through every clause before anything is signed. If something does not reflect your intent, it gets revised. The goal is a plan you understand and can explain.

  3. 03

    Signing day

    Signing, witnessing, and notarization happen at the Denver office in a single appointment. Sarah coordinates the execution requirements under Colorado law so the documents are valid from day one.

  4. 04

    Trust funding & maintenance

    After signing, we fund the trust correctly — retitling assets, updating beneficiary designations, ensuring the structure actually works. Most firms skip this step. We do not. Sarah handles amendments and annual reviews for existing clients.

Ready to put your plan together?

A short conversation is the fastest way to know whether Sarah is the right fit for your family.