Estate Planning Navigator

01

DECIDE WHAT'S MOST IMPORTANT TO YOU

What is best, given your situation? A Will or a Trust? What other considerations should you be aware of?

02

CONSIDER ALL THE VARIABLES

Veterans have different needs, different problems, and different variables. We know what those look like, and can help you ensure you and your loved ones are protected.

03

CREATE YOUR ROADMAP

Once you've run through the basics, create your roadmap. Then schedule an appointment, we'll help you start the process.

Veteran Estate Planning Navigator | Valor Veterans Law
From one Veteran to another

Veteran Estate Planning Navigator

A few quick questions, then a personalized roadmap — including the military and VA pieces most plans miss.

Step 1 of 4

Your family

Do you have a spouse or partner?
Do you have children under 18?
If yes, naming a guardian is one of the most important things a plan does.
Does a child or dependent have a disability and receive (or may need) benefits like SSI or Medicaid?
Is yours a blended family — children from a prior relationship, or someone you want to be sure is (or isn't) included?

Property & assets

Do you own a home or other real estate?
Do you own property in more than one state?
This can force a separate court process in each state, which a trust can avoid.
Do you own a business or rental property?
Roughly, your total estate is:

Your wishes

How much does avoiding probate — the public court process — and keeping things private matter to you?
Would you want someone you trust to handle your finances and medical decisions if you couldn't?

Military & VA benefits

These are the pieces generic estate planning skips — and where Veterans lose the most.
Do you have SGLI, VGLI, or other life insurance?
Do you have a TSP, IRA, or 401(k)?
Are you enrolled in — or deciding about — the Survivor Benefit Plan (SBP)?
Could you or your spouse need long-term care someday (assisted living or nursing care)?
This affects whether a trust helps or hurts your VA pension eligibility — timing is everything.

Your roadmap

The next step is a conversation, not a form.

Bring this roadmap to Valor Veterans Law. Every attorney here is a Veteran, and the first consultation walks through exactly what your family needs.

Schedule a consultation Call (720) 386-1882

This is general education, not legal advice. It doesn't create an attorney-client relationship, and your specific plan depends on facts only an attorney can review with you. Benefit figures change yearly: the VA pension net-worth limit is about $163,699 for December 1, 2025–November 30, 2026, with a 36-month look-back on asset transfers. Courts and the VA make all final determinations. Talk with Valor Veterans Law before acting on anything here.