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Estate Planning

Our Estate Planning Attorneys Meet the Needs of Families Throughout Montana

Everyone needs an estate plan, regardless of your age or the size of your estate. At Silverman Law Office, PLLC, our years of experience and desire to establish a personal connection with every client allows us to earn your trust in handling such sensitive matters. You and your family are our number one priority. An experienced estate planning attorney can help you in drafting your will, trust, financial power of attorney, health care power of attorney, living will or handling probate for your family in Montana.

Our Estate Planning Services

Silverman Law Office, PLLC helps families and individuals with their comprehensive estate planning needs. Our services include the following:

Last Wills and Testaments

A will is the foundation of most estate plans. It outlines your estate’s property, identifies your heirs, and names an executor (who will distribute your property and manage your estate). If you have minor children, it should also name a guardian for them. However, a will isn’t always the best estate planning option. In most circumstances, a will requires you to open an estate in probate court. This process can be expensive and time-intensive. An experienced Montana estate planning lawyer can help you understand if drafting a will is in your best interest.

Trusts

Trusts aren’t just for the ultra-wealthy. In fact, a living trust can help your loved ones avoid probate court and minimize their estate tax obligations. In a trust, you transfer property to a trustee, who manages the property on behalf of your named beneficiaries. Trusts can also help direct assets to charities you support or protect a disabled loved one after your death. To learn more about the diverse trust options that might meet your long-term goals, contact a Montana estate planning attorney at Silverman Law Office, PLLC.

Durable Powers of Attorney

Your estate plan shouldn’t just address your property and assets. Instead, it can also help guide your end-of-life care and protect your personal interests. A durable power of attorney is a vital part of any estate plan. If you become incapacitated, a durable power of attorney authorizes a trusted loved one to make important decisions on your behalf. Depending on your circumstances, you might appoint different people to make health care, business, and financial decisions for you.

Advanced Health Care Directives

Advanced health care directives authorize and guide a loved one through your end-of-life medical decisions (if you cannot make them yourself). Many people have strong opinions about end-of-life care. You might not want to go on life support or undergo a risky surgery simply to prolong your life for a short time. Your health care directives will also permit a trusted loved one to access your medical information and speak with your physicians. This is something that federal privacy laws would otherwise prohibit.

Medicaid Planning

Medicaid planning is often a major concern. We help you analyze your specific situation to ensure that your estate plan is not upset by the need to cover long-term health and care needs.

Probate and Opening an Estate

Did someone recently name you an executor of a will? After the loss of a loved one, the last thing on your mind might be opening an estate in probate court. Rather than struggle with the paperwork and complicated process of opening an estate and distributing its property, consider hiring an experienced Montana estate planning attorney. An attorney can help you with the following:

  • Identifying all of the estate’s property
  • Opening an estate in probate court
  • Filing the required notices to creditors and potential heirs
  • Paying the estate’s debts and taxes
  • Distributing assets and personal property to their heirs
  • Properly closing the estate

An estate planning attorney can also help you distribute property under our state’s intestacy laws. State intestacy laws apply when there isn’t a will. Or we can help you navigate a will contest.

Our caring probate attorneys work closely with personal representatives to make sure that the probate process is handled efficiently for both you and your family. The probate process can be complicated by a business ownership, liquor and gaming license, or special needs. We explain the process, including how to wade through the legal morass. We do this so you can concentrate on what’s most important, your family.

Schedule an Appointment With Our Estate Planning Attorneys

Our team approach to creating the best estate plan possible will maximize your goals, and our tax planning attorneys seek to minimize or potentially eliminate any tax the government may seek from your estate. We take pride in our personal touch while helping you meet your family’s needs for the short and long term. And we do this without charging excessive fees.

If you’re looking for an estate planning attorney who is client-centered and detail-oriented, contact the Silverman Law Office for a consultation. We believe that our clients benefit from long-term relationships with a Montana estate planning lawyer that focuses on your goals and unique needs. We look forward to speaking with you about our personalized approach to estate planning!

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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.

Silverman Law Office - Bozeman

504 W. Main St.

Bozeman, MT 59715

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406-582-8822

Silverman Law Office - Helena

2620 Colonial Drive

Helena, MT 59601

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406-449-4829