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Fiduciary Services

The attorneys at Katz, Look & Onorato, P.C. are governed by the Colorado Supreme Court as opposed to being regulated by the Colorado Division of Banking.

Services

  • Serving as agent, personal representative, and trustee
  • Meeting with financial advisors and banks that provide custodial services
  • Keeping records and accountings
  • Making tax decisions
  • Preparing tax returns
  • Meeting with beneficiaries to discuss their needs
  • Preparing budgets, paying bills, and making distributions
  • Preparing and filing court documents


Advantages

  • Established 1972
  • Extensive knowledge and experience in handling estates and trusts
  • Flexibility to serve as sole fiduciary, co-fiduciary, or successor fiduciary
  • Impartiality
  • Independence 
  • Lack of emotional bias
  • Time availability to perform fiduciary duties
  • Minimization of family disputes
  • Continuation of fiduciary succession for years to come


Compensation

  • We earn our fees on an hourly basis and we are reimbursed for costs
  • Our compensation is based on work performed instead of on the size of your estate or trust

Contact Us

1120 Lincoln Street
Suite 1100
Denver, CO 80203
Phone Number: 303-832-1900
Fax Number: 303-863-0412
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Our Location


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