Estate Planning

Estate planning is for everyone regardless of age or financial status.

Our team of experienced Montana attorneys is dedicated to making the estate planning process clear and accessible, ensuring your family’s future and legacy are protected with plans that reflect your unique circumstances. We specialize in estate planning for traditional and non-traditional families of Montana, offering tailored solutions that cater to the diverse needs of our community.

We are committed to demystifying estate planning for all families, safeguarding against the uncertainties and challenges that can arise without proper preparation. A comprehensive estate plan ensures your wishes are clear and can be honored with less expense, less time, and less conflict for those who are left behind.

Through thoughtful planning we can assist you in creating a plan to make sure your property, care, and family are honored after death or in the event you cannot make decisions on your own.

This can include:

Naming who will act as a guardian for any minor children
Identifying the best person to make financial decisions in the event you cannot speak for your

Providing for family members with special needs
Outlining the kinds of medical treatment you want (or don't want) if you become incapacitated

How it works

Get Started

How estate planning works:

We start by gathering information about what is important to you, what plans you already have in place, and how to best move forward. Based on the plan we create with you, we will draft a will, trust or other documents to ensure your wishes will be followed. At the conclusion, you will have all of your documents in one place along with instructions to make sure you have a clear understanding of any additional steps you may need to take.

Wills:

Wills can be simple or very complex. This is typically the foundational document in any estate plan. It provides an outline of your heirs, who you wish to inherit and how, who you would like to be responsible for the tasks associated with dispersing your property, and more. A will is often the document that nominates a guardian for your minor children should that become necessary.

Trusts:

Trusts are not just for the ultra-wealthy. A trust transfers property to a trustee who will manage the funds for one or many beneficiaries. Trusts are often used to protect the interests of minor children. If you leave behind minor children, a trust allows you to provide financial support in an age-appropriate, protected way.

Advanced Health Care Directives:

Do you have wishes about your healthcare or end of life? The best way to ensure that your wishes are followed or to alleviate the burden on loved ones is an Advanced Health Care Directive.

Power of Attorney:

In some instances, it is important to have a trusted person to have a power of attorney. This may be a good idea if you are going overseas and you may need someone to assist with a financial transaction.

Springing Power of Attorney:

This may be used only when a certain event occurs. For example, if you become incapacitated, this document would allow a trusted person to maintain your financial affairs until you have recovered. This can be very important if you work primarily from accounts where you are the only authorized user.

If you believe a Power of Attorney may be helpful for you, let's discuss it!

Frequently Asked Questions

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