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

Columbia Falls Estate Planning

Serving Montana State Wide

 
 

Columbia Falls Estate Planning is a compassionate, experienced and award-winning law firm in Montana that handles estate planning, probate, guardianships, real estate transactions, business formation and related areas of the law.

 

Awards

Best attorney flathead valley 2022
Best attorney flathead valley 2021
Best attorney flathead valley 2021
 
Best attorney flathead valley 2021
Best attorney flathead valley 2021
 

Areas of Practice

(Notary Public on Premises)

Personalized Estate Planning

That seems like sensible advice, doesn't it? Yet a surprising number of people leave no estate plan in place for their survivors. It makes a certain amount of sense. Nobody likes talking about death. But this is exactly why you should make an effort to create and maintain an estate plan: you simply won’t be there to settle matters when the time comes. Everyone needs an estate plan.

Without your instructions, it could be decided in court. If you don't leave behind an estate plan, your family could face major legal issues and, potentially, bitter disputes. Your estate plan may include wills and trusts, life insurance, disability insurance, guidance on the care for children and other dependents, powers of attorney, a living will, medical directives, anatomical donation directives, a pre-or post-nuptial agreement, extended care insurance, charitable gifts, debts, passwords, digital assets, and more.

Wills & Trusts

Why not just a will? While your will may state who your beneficiaries are, they may still have to seek a court order to have assets transferred from your name to theirs. Estate planning can include items like properly prepared and funded trusts, which could help your heirs to avoid probate. Probate can be an expensive process and lock up assets during the time they're needed most.

Beneficiary designations on qualified retirement plans and life insurance policies usually override bequests made in wills or trusts. Many people never review the beneficiary designations on their retirement plan accounts and insurance policies, and the estate planning consequences of this inattention can be serious. Having an estate plan means keeping the estate plan updated, as time passes or changes happen in your family.Trusts are often used to avoid the probate process. A Trust involves a property owner giving legal ownership of the property to someone else. The person receiving ownership is called a Trustee. It is the Trustee’s job to manage the property in a way that benefits the Trust’s beneficiaries.

Probate Administration

Losing a loved one is one of life’s most difficult experiences and can be extremely stressful and confusing. Everyone has an estate.

Someday, it will be someone's job to account for the things you leave behind when you die. This goes for homeowners and renters, those who are retired and those who are working full-time, and everyone from every walk of life.

Probate is the administrative process of settling an estate whether the decedent died with or without a will. If appointed the personal representative named in your will has the responsibility of settling your estate according to the terms and provisions of it and Montana law. Although probate may seem lengthy and detailed, it is provided by Montana law to assure that the property of the deceased is accounted for, and that all debts and taxes are paid. Someone must carry out the business of the estate and see that the property is distributed to. the designated parties.

 

 

 

Denise Romer, esq - 406 estate planning

Denise P. Romer, Esq

 

Denise Romer achieved her undergraduate degree in Oklahoma and her Juris Doctorate at Pepperdine University School of Law. Denise also received a concurrent Master’s Degree in Alternative Dispute Resolution (Arbitration, Mediation and Negotiation) from Pepperdine’s prestigious Straus Institute, ranked number one in the country by U.S. News and World Report. Denise is a licensed Attorney in the States of Oklahoma, California and Montana!

While attending law school, Denise volunteered with Pepperdine’s Center for Community Development and Service, mentoring and tutoring Los Angeles’s inner-city children and lecturing in various venues, including prisons, on the topic of domestic violence. Denise’s name is forever engraved in the Southern Poverty Law Center’s “Wall of Tolerance” for her work towards a more just America.

While she is not working, Denise spends most of her time writing, motorcycling, weight-lifting, relaxing with her rescue dogs and exploring the outdoors.

Denise is also an assistant coach at Glacier Gymnastics, a published author of both southern and paranormal fiction, a Certified Pet Nutrition Specialist, Canine Massage Therapist, and now a SPARTAN!

An avid sports fan, Denise is the President of the OU Club of Northwest Montana and the proudest Sooner in the valley!

 

 
 

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.

“I had the pleasure of working with Denise Romer and Courtney Coburn at the Columbia Falls office after the death of my father. Throughout the process, Courtney was always incredibly responsive to my requests for information and Denise was an excellent and professional partner who helped me through all of the complexities of probate.

I also appreciated their efforts to make sure we were kept in the loop throughout the process and the humor and levity of our communications. I would absolutely work with this team again in the future..”

— Chris J.

“We chose Denise Romer to handle my father in law's estate. We have been highly impressed with her knowledge and skill in these matters. What would have been overwhelming has turned into a controlled easy process. I highly recommend this office and Courtney Coburn is a very pleasant and charming paralegal who is amazingly helpful! Thank you both!.”.

— Traci S.

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