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This rapidly evolving coronavirus (COVID-19) has imposed a fluid situation upon our community and its businesses. The team here still aims to maintain a “business as usual” approach, we are still meeting with clients in person. We are also offering video and telephone appointments to all our clients.
BOZEMAN OFFICE 406-582-8822 HELENA OFFICE 406-449-4829
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Bozeman Estate Planning Attorney

Bozeman Estate Planning Attorney

Bozeman Estate Planning AttorneyWhen creating a plan that clearly outlines your wishes, your first call should be to our Bozeman estate planning attorney. We have seen firsthand the devastation that can result when a person does not take the time to develop an estate plan. Be aware; an estate plan is more than a will; it is a series of documents that encapsulate every aspect of your specific situation. There are several do-it-yourself options available on the market today. However, they can pose a significant risk. By choosing the estate planning services available at Silverman Law Office, PLLC you can strategize and map out your wishes in a way that leaves nothing up for discussion when you are no longer able to make decisions on your own. 

An Estate Plan is More Than a Will

Estate planning is critical. There are many reasons for this. Not only do you have the ability to develop a clear plan, but you also can retain control over what happens in the future. It’s not uncommon for estate plans and wills to be used interchangeably. However, we want you to know that the two are not the same. A will is a document within the estate plan that outlines how you would like your assets and property distributed. An estate plan is more than that; it is a series of documents that includes:

  • Letter of Intent
  • The Last Will and Testament
  • Beneficiary Designations
  • Living Will
  • Power of Attorney
  • Medical Directives
  • A Plan for Your Children
  • Life Insurance Policy
  • Retirement Accounts
  • Bank Accounts
  • + More

Our Bozeman estate planning attorney can provide essential guidance in making these critical decisions by listening to your needs and strategizing the most appropriate way to develop an estate plan that protects your interests.

The Risk of DIY

There are a variety of reasons that one might choose to create their estate plan with an online, DIY estate planning tool. A number of these on the market promise to assist in developing an estate plan at ease and at a much lower cost. We want to caution you at pursuing this route. While developing an estate plan can seem like a straightforward process, an estate planning tool will not consider your specific situation. Not only could you risk your will being invalidated in probate, but certain state tax considerations may not be taken into account. The last thing that any person wants is to leave their loved ones to deal with the challenges that come with a DIY estate plan. Ensure that your wishes are properly carried out, your heirs retain as much wealth as possible, and complications are mitigated with the assistance of our estate planning team. 

Choosing Our Services

No one wants to consider life when they no longer can make decisions on their own. Many believe that there will be plenty of time to develop an estate plan. While we hope that you live a long and happy life, you must put the proper planning into your estate plan. You will want to ensure that your wishes are carried out to the fullest extent. At Silverman Law Office, PLLC, our estate planning attorney in Bozeman, Montana, can help ensure that you develop a plan that outlines every last aspect of your estate. 

CONTACT US

Fill out the form below to get in touch with our legal team or call Bozeman office at (406) 582-8822 or our Helena office at (406) 449-4829 to talk to someone right away.