Protect your family, your assets, and your peace of mind with a tailored estate plan.
We help you make sense of the future by creating personalized plans that safeguard your loved ones and honor your wishes. Whether you need a will, trust, or help organizing your financial decisions, we’re here to provide guidance that brings you clarity and confidence.
Life doesn’t always go as planned, but creating an estate plan ensures you’re prepared for whatever comes next.
Without a plan, your family could face unnecessary stress and expenses. Without clear instructions, they might struggle to honor your wishes or even face disputes over your belongings.
When you take the time to create an estate plan, you’re protecting more than just assets—you’re securing your legacy and relieving your loved ones of tough decisions during an already emotional time.
Contact us at (409) 549-0306 or click here to get started today.
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Posted on Sundey LeightyTrustindex verifies that the original source of the review is Google. I attended this workshop in Kalispell and found it very worthwhile. The information was practical, well explained, and backed up with clear examples that made sense to me. I’m still years away from retirement, let alone Long Term Care, but the strategies discussed gave me a better understanding of what I should be thinking about now. It’s a solid resource that I’m glad I came across.Posted on Wren Walker Robbins, Ph.D.Trustindex verifies that the original source of the review is Google. Super informative and I enjoyed the presentation!Posted on Norma BoyerTrustindex verifies that the original source of the review is Google. Very informativePosted on Steve E.Trustindex verifies that the original source of the review is Google. Very well run and McKenzie is organized and professional.Posted on Barbara GoodTrustindex verifies that the original source of the review is Google. Extremely educational! A must attend event.Posted on Lori PikeTrustindex verifies that the original source of the review is Google. This elder law informational training is VERY very helpful for providing home and asset protection for self and heirs. We learned so much good information and we are approaching 60 and now is the perfect time for PROACTIVE planning. Really recommend this seminar!Posted on valerie FowlerTrustindex verifies that the original source of the review is Google. Very valuable information. Presenter was very knowledgeable and made it easy to understand.
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Think of an estate plan as a Swiss-army knife: multiple tools with specific purposes, all in one place.
Here are some common tools people often include:
Leave clear instructions about your belongings and name guardians for any minor children.
Protect your estate from delays and disputes, ensuring your assets go to the right people.
Appoint someone you trust to make important financial or healthcare decisions if you’re unable to.
Ensure your medical preferences are honored, giving your family clear guidance during difficult times.
A few years ago, John and Linda, a retired couple from Bozeman, realized they didn’t have a clear plan for the future.
They’d always meant to create a will but kept putting it off, thinking they had time.
When a health issue arose, they found themselves scrambling to answer tough questions:
They came to us feeling overwhelmed, but we quickly got to work. Together, we created a personalized estate plan that gave them confidence and clarity.
Today, John and Linda can focus on what truly matters—enjoying time with their family—knowing their future is secure.
Contact us at (409) 549-0306 or click here to get started today.
At Montana Elder Law, we work with families, seniors, and their loved ones to create plans that protect and preserve their legacy.
Contact us at (406) 549-0306 to get started today.
Estate planning isn’t just for the wealthy. It’s for anyone who wants to protect their loved ones and their legacy.
Here’s why creating a plan today is so important:
Without a clear plan, your family may face lengthy court proceedings to settle your estate. A well-crafted estate plan keeps the process private and stress-free.
From distributing your belongings to deciding who will handle your affairs, estate planning puts you in control and removes the guesswork.
Protect your home, savings, and other assets, ensuring they are passed down to the people who matter most to you.
At Montana Elder Law, we believe every family deserves a clear, thoughtful plan for the future.
Let us guide you through the process of creating a legacy that reflects your values and cares for the people you love most.