Life doesn’t always come with a plan — but your future can.
A plan you understand. A future you feel confident in.
Estate planning isn't something most people think about until they have to — a new baby, a health scare, a home purchase, or watching a family navigate loss without a plan in place. But the families who make it through those moments the most smoothly? They planned ahead.
We serve clients throughout Montana with Zoom consultations available statewide.
What is Estate Planning?
Estate planning is how you decide — in advance, in legally binding documents — what happens to your assets, your healthcare, and your family when you can no longer make those choices.
Think of estate planning as the greatest gift you can give the people you love — peace of mind, clarity, and protection when they need it most.
It's not just for people with significant wealth
If you own a car, have a bank account, have children, or care about who makes medical decisions on your behalf — you need a plan
Who needs it? Everyone does.
Our Estate Planning Services
Not sure what you need? That's exactly what the free consultation is for.
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Durable Financial Power of Attorney
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Healthcare Power of Attorney
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Limited / Special Power of Attorney
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Springing Power of Attorney
Documents & Planning
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Last Will & Testament
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Revocable Living Trust
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Irrevocable Trust
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Medicaid Asset Protection Trust
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Special Needs Trust
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Testamentary Trust
Additional Planning
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Advance Health Directive (Living Will)
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Guardianship Designation for Minor Children
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Beneficiary Designations Review
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Asset Protection Planning
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Medicaid / Long-Term Care Planning
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Business Succession Planning
Our Process — Simple and Clear
Have a question at any point? We're here for you at every stage.
Free Consultation (Up to 1 Hour)
In person, by phone, or on Zoom. We talk through your family, assets, and goals. You leave with a clear plan, honest pricing, and a defined next step.
PRICING
Transparent Pricing — Built Around Your Needs
We believe in honest, upfront pricing. Estate planning isn't a menu — your needs are unique, and your pricing should reflect that.
We use your free consultation to understand your situation, then build a custom package tailored to your family. Pricing is discussed before we begin. No surprises. Just transparent pricing to protect your family.
"No surprises. Just transparent pricing to protect your family."
Who We Serve
Who Should Have an Estate Plan?
Short answer: everyone. Common life moments that bring clients to us:
New baby or expanding family
Home purchase or major asset acquisition
Marriage, divorce, or relationship change
Protecting a partner or family — regardless of the political landscape
Business ownership
Upcoming surgery or health diagnosis
Wanting peace of mind
Approaching retirement or long-term care planning
SPECIALIZED SERVICES
Medicaid Asset Protection Planning
As Montana's population ages, protecting assets from long-term care costs is one of the most important things families can plan for.
A Medicaid Asset Protection Trust lets you legally shelter your home and other assets so they're preserved for your family while still qualifying for Medicaid coverage.
This is a growing area of our practice — and one of the most impactful things you can do for your family's long-term security.
Medicaid planning protects:
Your home and primary residence
Savings and financial accounts
Family heirlooms and property
Your right to choose your care
Business Succession Planning
If you own a business, your estate plan should address what happens when you're gone or ready to step away. We help Montana business owners integrate succession planning into their broader estate plan — protecting what they've built and ensuring a smooth transition.
MONTANA LAW
What Happens If You Die Without a Will in Montana?
Montana law — not your wishes — determines who inherits your estate. Here's what that looks like:
If you are married...
No children
Spouse inherits 100%
All children are also your spouse's
Spouse inherits 100%
Blended family (children from prior relationship)
Spouse gets first $225,000 + half of remainder; your children from a prior relationship get the other half
If you are not married...
You have children
Divided equally among your children (a deceased child's share goes to their children)
No descendants
Property goes to your parents
No descendants or parents
Property divided among siblings
Frequently Asked Questions
