Title: January Lunch N Learn: Small Estate Affidavit & Procedure

Area: Denver

Date: Tuesday, January 15, 2019

Time: 12:00 PM - 1:00 PM

Location: Cherry Tower – Room 108

Address: 950 South Cherry Street, Denver, CO 80246


Colorado allows for the transfer of assets after a person’s death using a small estate process if a probate isn’t required.  Beth Mitchell will discuss the requirements of a small estate affidavit and how it can be used to transfer bank accounts, investments, IRAs, vehicles, deeds of trust, and other assets in the name of the deceased.

This course is approved for one (1) hour of continuing education credit for Certified Financial Planners, Certified Public Accountants, and insurance professionals. To RSVP click the link, call our office at 303-407-1542, or email us at info@ambler-keenan.com

Bookings no longer allowed on this date.