Estate Planning

Personalized, Comprehensive Estate Planning

Our attorneys have a wealth of experience in estate planning, trusts and probate. We are prepared to analyze your assets and goals, and create a plan that makes the most sense for you and your family. You naturally want to protect assets during life and after death and minimize your tax exposure. A personalized estate plan can provide peace of mind and guidance for you and your family with regard to your finances during later stages of life and real estate, health care and legacy goals.

Estate Planning Services Serving Montana Clients In Missoula And Beyond

We can efficiently prepare a comprehensive, affordable package of estate planning documents which may include a will, trust, durable power of attorney, and living will or advance health care directive that will meet the needs of both you and your family.

We are skilled at providing estate and financial planning for more complex situations, including planning that takes into account clients’ or their family members’ disability or special needs.

Our estate planning attorneys often collaborate with other attorneys at Worden Thane P.C. to ensure that an individual’s estate plan takes into account relevant legal issues such as tax planning, business succession planning, premarital agreements, and guardianships and conservatorships, and complies with any other existing plans, agreements and protective arrangements.

If you need assistance with an Estate Planning matter, please contact any of these attorneys:

Contact Worden Thane P.C.

While this website provides general information, it does not constitute legal advice. The best way to get guidance on your specific legal issue is to contact a lawyer. To schedule a meeting with an attorney, please call or complete the intake form below.