Our trusted

professionals

We want to ensure that our clients receive high-quality service—even outside legal needs. Colorado Estate Matters, Ltd. stands by these reputable businesses for their expertise and dedication to their profession.

Accountants

AIan Boxer & Rick Boxer, CPAs

Boxer & Associates, CPAs
303-221-5959
www.boxercpa.com
8400 East Prentice Ave.,
Suite 605,
Greenwood Village, CO 80111

Services: Bookkeeping, Financial Statements, Payroll, Tax Preparation, Tax Planning
Ryan Peterson

Pathlight Tax & Consulting
303-825-1000
www.pathlighttax.com
3131 S Vaughn Way,
Suite 652,
Aurora, CO 80014

Services: Tax Filing, Tax Planning, Bookkeeping, Payroll, IRS Representation, Estate, Gift, and Trust Returns

Realty

Motenia Rose-Deaver

Broker Associate/RE/MAX Professionals,
Senior Real Estate Specialist
303-810-7870
MRDteam@hotmail.com
MovingWithMoe.com
143 Union Blvd.
Suite 120
Lakewood, CO 80228

Real Estate Broker for 30+ years experience throughout metro Denver and all surrounding areas.
Specializing in Estate Sales and Relocation.
Helping you stage and prepare your home to maximize the equity, while keeping in mind the emotional component.

Financial Planning

Financial Planning Trusted Professional

(303) 713-9147
michele@coloradoestatematters.com


Certified Financial Planner located within our building. Services include investment, protection and distribution of wealth. Specialties include retirement income planning, inheritance, divorce/separation agreements and income tax planning. Please call our office for contact information.

Bridget Summers

Financial Advisor, Thrivent
Office: 720-821-5822
Bridget.Summers@thrivent.com
www.connect.thrivent.com/bridget-summers

My goal is to bring clarity and understanding to my clients’ financial picture and to help them meet their goals.

Services: Banking, investments, insurance, financial planning, and charitable giving

Schedule your free consultation

  • This field is for validation purposes and should be left unchanged.
  • This field is for validation purposes and should be left unchanged.

ALL FIELDS Are REQUIRED