Estate Planning Grant Program
While the Board of Trustees is happy to share that an additional $40,000 has been added to this grant - now totaling $110,000 in total funding - unfortunately, this grant’s funding has been exhausted. Please be on the lookout for future messaging regarding any additional funding.
The Estate Planning Grant Program is established by the Colorado State Patrol Family Foundation to promote financial security, personal dignity, and responsible asset management by assisting Colorado State Patrol employees with the legal costs of drafting foundational estate planning documents. This program provides limited, one-time financial support to help ensure that individuals have access to professionally prepared estate plans. This Grant must be applied for and you must be accepted in advance of any reimbursement being made to you.
Establishing a Will or Trust is a critical step in responsible financial and personal planning. These legal instruments ensure that an individual’s wishes are clearly documented and carried out after their death. Without a valid estate plan, state laws will determine how assets are distributed, which may not align with the individual’s intentions and can create unnecessary stress and conflict among surviving family members.
A Will allows individuals to designate beneficiaries, name guardians for minor children, and appoint an executor to manage the estate. A Trust, in addition to directing asset distribution, can provide enhanced privacy, reduce probate complexities, and allow for more structured management of assets over time.
Full-time, regular employees or Retirees from these employment categories (not Contract, part-time or Temporary) CSP Employees may apply for a one-time grant to help offset legal expenses associated with the preparation of either:
A Last Will and Testament, up to $1,000, or
A Revocable Living Trust (which includes a Will), up to $2,000
Funds are disbursed solely for the purpose of drafting new (first time and initial) estate planning documents by a qualified legal professional.
This grant is a one-time award per individual/family and may not be renewed or reissued.
The program does not cover any future legal expenses, including but not limited to amendments, restatements, codicils, updates, or disputes related to an existing Will or Trust.
As program funding is limited to budgeted resources, employee eligibility for reimbursement of documented legal fees directly associated with the initial preparation of the Will or Trust, can only be guaranteed after previously notifying the Foundation of the employee’s intent to seek a grant through this program, and only after receiving confirmation from the Foundation that funding is available.
After you have applied for and received confirmation from CSPFF that grant funds are available, your planning effort will be eligible to be reimbursed. Because of the popularity of this grant, you have 60 days from the date of your grant acceptance to engage your law firm by paying their retainer fee for services and for YOU to provide CSPFF with evidence of same. Should you not be able to engage in the process within 60 days, your “reserved” grant funding will be released and made available to other applicants. You are welcome to reapply when the timing is better for you.
Reimbursement of your Will or Trust legal fees, consistent with the above limits, will occur after your law firm informs CSPFF that your effort and document(s) have been completed. It is YOUR responsibility to ensure your law firms informs CSPFF the effort is complete. We will issue you a check in the amount of your out-of-pocket fees, consistent with the above limits, and mailed to the address contained within your law firm’s invoice.
Please reach out to john@cspff.net with any questions.
To apply for this grant, please complete the below form.