Montana Elder Law

Montana Elder Law Montana Elder Law, Inc. is an Estates & Elder law firm helping clients throughout Montana is our Mission.

Our Services
1) Estate Planning
2) Elder Law
3) Probate
4) VA Benefits
5) Special Needs Planning

Association
We are a part of these prestigious national and local organizations that promote the highest standards of legal care and service in the market for Elder Law and Estate Planning.

- WealthCounsel
- ElderCounsel
- National Academy of Elder Law Attorneys
- The Academy of VA Pension Planners
- State Bar of Montanaโ€™s Trust and Estates Section
- Western Montana Estate Planning Council

When someone passes away, their trust doesn't manage itself. ๐Ÿ“‚Trust administration involves notifying beneficiaries, man...
08/30/2026

When someone passes away, their trust doesn't manage itself. ๐Ÿ“‚

Trust administration involves notifying beneficiaries, managing and distributing assets, filing taxes, and following the exact terms the person laid out โ€” all while a family is grieving.

Having the right guidance during this process can make an overwhelming time feel a lot more manageable.

๐Ÿ‘‰ Navigating a trust administration? Reach out to our team today. We're here to help.

What's one thing that's been on your to-do list all year that you're finally ready to tackle? ๐Ÿ‘‡Comment below, let's hold...
08/29/2026

What's one thing that's been on your to-do list all year that you're finally ready to tackle? ๐Ÿ‘‡
Comment below, let's hold each other accountable.

Family businesses don't just need a will. They need a succession plan. ๐ŸขWithout one, disagreements over "who's in charge...
08/28/2026

Family businesses don't just need a will. They need a succession plan. ๐Ÿข

Without one, disagreements over "who's in charge" can tear apart both the business and the family relationships behind it.

The right plan spells out leadership, ownership, and a clear process โ€” so the business (and the family) can keep moving forward.

๐Ÿ‘‰ Own a family business? Reach out to our team today to talk about protecting it.

"Aging in place" sounds simple. The planning behind it usually isn't. ๐ŸกStaying in your own home as you age can mean home...
08/27/2026

"Aging in place" sounds simple. The planning behind it usually isn't. ๐Ÿก

Staying in your own home as you age can mean home modifications, in-home care arrangements, and sometimes tough conversations about when a change might be needed.

The families who plan ahead tend to have a lot more options โ€” and a lot less stress โ€” when the time comes.

๐Ÿ‘‰ Reach out to our team today to talk through what aging in place could look like for your family.

๐Ÿพ Happy National Dog Day!Yes, you can actually plan for your pet's future. A Pet Trust lets you set aside funds and name...
08/26/2026

๐Ÿพ Happy National Dog Day!

Yes, you can actually plan for your pet's future. A Pet Trust lets you set aside funds and name a caretaker, so your furry family member is taken care of no matter what happens to you.

Because "who's going to walk the dog" shouldn't be left to chance either. ๐Ÿถ

๐Ÿ‘‰ Have questions about Pet Trusts? Reach out to our team today.

Charitable giving can be part of your legacy, not just your annual budget. โค๏ธWith the right planning, you may be able to...
08/25/2026

Charitable giving can be part of your legacy, not just your annual budget. โค๏ธ

With the right planning, you may be able to support causes you care about while also creating tax advantages for your estate.

Options like charitable trusts or beneficiary designations to a nonprofit let your generosity outlast you.

๐Ÿ‘‰ Want to build giving into your estate plan? Reach out to our team today.

Who makes your medical decisions if you can't? ๐ŸฅWithout an Advance Healthcare Directive, that decision may fall to whoev...
08/24/2026

Who makes your medical decisions if you can't? ๐Ÿฅ

Without an Advance Healthcare Directive, that decision may fall to whoever your state says is next in line โ€” not necessarily the person you'd actually choose.

This document lets you name your decision-maker and spell out your wishes, so your family isn't left guessing during an already difficult moment.

๐Ÿ‘‰ Have questions about getting yours in place? Reach out to our team today.

Family wealth rarely disappears in one bad decision. It usually disappears slowly, one generation at a time, without a p...
08/23/2026

Family wealth rarely disappears in one bad decision. It usually disappears slowly, one generation at a time, without a plan to hold it together. ๐Ÿ“‰

Studies consistently show that most family wealth doesn't survive to the third generation, often due to a lack of communication and planning, not bad luck.

The families who beat those odds usually have one thing in common: a clear plan, and open conversations about it.

๐Ÿ‘‰ Reach out to our team today to start building yours.

What's one piece of advice your grandparents gave you that you still think about? ๐Ÿ’ญWe'd love to hear it in the comments....
08/22/2026

What's one piece of advice your grandparents gave you that you still think about? ๐Ÿ’ญ
We'd love to hear it in the comments.

๐Ÿ‘ Today is National Senior Citizens Day.To every senior citizen who built a business, raised a family, served their coun...
08/21/2026

๐Ÿ‘ Today is National Senior Citizens Day.

To every senior citizen who built a business, raised a family, served their country, or simply showed up for the people around them for decades โ€” thank you.

Your wisdom, your stories, and your example are worth celebrating far beyond one day a year.

We're honored to help protect what you've spent a lifetime building. ๐Ÿ’™

Address

2687 Palmer Street, Suite D
Missoula, MT
59808

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+14065490306

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