406 Estate Planning - Denise Romer esq. Columbia Falls MT probate Trust Estate Planning

Columbia Falls Estate Planning

Serving Montana State Wide

 
 

 

Secure Your Legacy with Expert Legal Guidance

Welcome to Columbia Falls Estate Planning, your trusted partner in navigating the complexities of legal procedures, estate planning, and business administration. Located in the heart of Montana, we are dedicated to offering the services that ensure your peace of mind and secure your legacy. Whether you are planning for the future of your estate, updating your will, dealing with a probate process, or transferring real estate, our team is equipped to guide you every step of the way. With over 25 years of legal experience, Denise Romer, Esq., leads our firm with a commitment to excellence, compassion, and personalized client care.

 

As Attorney Denise Romer celebrates her 25th year in the practice of law, Columbia Falls Estate Planning is celebrating its 4th amazing year in Columbia Falls!

Denise and her team appreciate your overwhelming and continued support as they continue promoting Community, Compassion and Connection!

Girls and Boys Club of Glacier Country- Board Member/ Non-Profit

Columbia Falls Community Market- Partner/ Non-Profit

Blades Athletic Scholarship Foundation- Board Member/ Non-Profit

Intermountain Therapy Animals “ITA”- Therapy Team/ Non-Profit

Hugh Rogers Wag Park- Board Member/ Non-Profit

 

Awards

Best attorney 2024
Best attorney flathead valley 2023
Best attorney flathead valley 2023
Best attorney flathead valley 2022

Areas of Practice

(Notary Public on Premises)

Estate Planning

Estate Planning involves determining how assets will be preserved, managed, and distributed after your death.

Effective estate planning is crucial for managing your assets and ensuring they are distributed according to your wishes. Our firm specializes in creating detailed estate plans that take into account complex family dynamics and the specific needs of individual beneficiaries. From drafting wills to setting up trusts, we ensure that your legacy is preserved and your loved ones are cared for long after you are gone.

Probate Administration

Is the legal process of validating a will and appointing an executor or administrator to manage and distribute the deceased's assets according to their wishes.

Dealing with the probate process can be challenging without the right guidance. At Columbia Falls Estate Planning, we provide comprehensive probate administration services, helping to streamline the settlement of estates, reduce delays, and minimize potential conflicts among heirs. Our team ensures that all legal requirements are met efficiently and respectfully.

Real Estate Transfers

In Montana, real estate transfers, whether through sale, gift or inheritance require filing a Realty Transfer Certificate (RTC) with the county clerk and recorder.

Real estate transactions require meticulous attention to detail and a deep understanding of property law. Our attorneys are skilled in handling all aspects of real estate transfers, ensuring that every transaction is compliant with local and state regulations. Whether you’re buying, selling, or transferring property, we provide the expertise needed to complete the process smoothly.

 

Wills & Trusts

In Montana, real estate transfers, whether through sale, gift or inheritance require filing a Realty Transfer Certificate (RTC) with the county clerk and recorder.

Real estate transactions require meticulous attention to detail and a deep understanding of property law. Our attorneys are skilled in handling all aspects of real estate transfers, ensuring that every transaction is compliant with local and state regulations. Whether you’re buying, selling, or transferring property, we provide the expertise needed to complete the process smoothly.

Business Planning and LLC Formation

Create a roadmap for your business, outlining goals, strategies, and how you'll achieve them, while protecting yourself and your assets with a proper business structure.

A limited liability company is a business ownership structure that separates your personal affairs from your business affairs. When set up properly, an LLC shields your personal assets from being taken to pay business debts or claims against the business, like a corporation.

Guardianship and Conservatorship

A legal arrangements that grant one person the authority to make decisions on behalf of another who is unable to do so themselves due to age, incapacity, or disability.

Establishing guardianship or conservatorship is a sensitive issue that requires careful legal consideration. We assist families in setting up these arrangements to ensure the well-being and protection of minors or adults who cannot make decisions for themselves. Our firm respects the delicate nature of these matters and provides compassionate, professional guidance.

 

 

Planning for Your Pets

Like many people, you probably consider your pets to be a part of your family and want to make sure they’re taken care of after you’re gone. But in the eyes of the law, pets are considered property, and you can’t use your Will to leave them an inheritance.

However, you can still provide for your pets’ care when you create a Will or a Trust by naming a “pet guardian,” a.k.a. a beneficiary for your pet.

In addition, we can help pet owners to create a Pet Directive! This Pet Directive provides important information about your pet that only you may know.

You can identify a new owner and provide information on your pet's medical history, routines and instructions for end-of-life-care.

 

 

Denise Romer, esq - 406 estate planning

Denise Romer Esq.

Denise Romer, Esq., is a distinguished attorney whose legal career has been a commitment to excellence, advocacy, and community service. With over 25 years of experience, she has earned a reputation as a trusted advisor in estate planning, probate, and family law. Denise’s expertise is complemented by her dedication to the wellbeing of her clients and community.

After obtaining her undergraduate degree in Oklahoma, Denise pursued her legal education at Pepperdine University School of Law, where she not only earned her Juris Doctorate but also a concurrent Master’s Degree in Alternative Dispute Resolution from the Straus Institute. This specialized training in arbitration, mediation, and negotiation has equipped her with unique skills that she utilizes to help her clients navigate complex legal and familial situations with tact and empathy.

Having been licensed to practice in Oklahoma, California, and Montana, Denise has a broad perspective on legal issues that affect her clients. Her approach to law is proactive and client-centered, focusing on providing personalized legal solutions that address the specific needs and circumstances of each client.

Denise’s commitment to social justice and community welfare is evident in her volunteer work with Pepperdine’s Center for Community Development and Service, where she mentored inner-city children and lectured on domestic violence. Her dedication to creating a more just society has earned her a place on the Southern Poverty Law Center’s “Wall of Tolerance.”

Outside of her practice she serves as an assistant coach at Glacier Gymnastics and holds positions on the boards of several nonprofits, including the Boys and Girls Club of Glacier Country and the Hugh Rogers Wag Park in Whitefish. She is also the President of the Blades Athletic Scholarship Foundation and a passionate member of the Northwest Montana Estate Planning Council.

An avid outdoorswoman, Denise enjoys cross-country skiing with her dog Amelia, motorcycling, and weight-lifting. Her life outside the courtroom is filled with activities that reflect her spirited and adventurous personality. Whether she’s participating in a SPARTAN race or writing southern and paranormal fiction, Denise brings the same level of energy and dedication that she applies to her professional work.

At Columbia Falls Estate Planning, Denise Romer, Esq., upholds the highest standards of the legal profession while fostering a supportive and understanding environment for all her clients.

 

Start securing your future today. Contact Columbia Falls Estate Planning to schedule a free consultation. Our team is ready to provide expert legal advice and personalized solutions to fit your needs. Visit us at our office located at 139 6th Street West, Columbia Falls, MT, or call us at (406) 897-8521 to discover how we can help you achieve peace of mind and a secure future for you and your loved ones.

Focus on the Flathead

Learn more about Attorney Denise Romer featured on the podcast, Focus on the Flathead Listen and Enjoy!

Denise Romer - estate planning probate trust business formation Kalispell flathead valley

“Planning is bringing the future into the present so that you can do something about it now.”
— Alan Lakein

What People Are Saying...

“This staff was so friendly, inviting, and professional! I wanted a will made up for my peace of mind and that's exactly what I got. It was so simple and it only took a few minutes for Denise to gather all the information she needed. It was such an easy process and Denise knew how to answer all of my questions and was extremely kind. I definitely recommend this office to anyone and everyone!”

— Amanda D.

“Professional. Caring. Experienced. Incredibly Understanding in a very Emotional time for a Family. They were very thoughtful and sincerely caring as they helped me navigate through My Father's Estate and all it entailed. Best in The Valley for a reason. Thank You.”

— Erik M.

“Denise at Columbia Falls is literally a miracle worker. She has pulled through for me in the most desperate of time to get things done! Not enough good things to say, she really is a stellar human being on top of a rock star attorney!”

— Bobbi B.

 
 
Denise Romer, esq Flathead Valley - Kalispell - Columbia Falls - Estate Planning - Trust - Wills-Probate - Business Formation
Denise Romer, esq Flathead Valley - Kalispell - Columbia Falls - Estate Planning - Trust - Wills-Probate - Business Formation
Denise Romer, esq Flathead Valley - Kalispell - Columbia Falls - Estate Planning - Trust - Wills-Probate - Business Formation
Denise Romer, esq Flathead Valley - Kalispell - Columbia Falls - Estate Planning - Trust - Wills-Probate - Business Formation
Denise Romer, esq Flathead Valley - Kalispell - Columbia Falls - Estate Planning - Trust - Wills-Probate - Business Formation
Denise Romer, esq Flathead Valley - Kalispell - Columbia Falls - Estate Planning - Trust - Wills-Probate - Business Formation