Estate Planning
- Home
- Areas of Practice
- Estate Planning
Your Montana Plan
Estate Planning in Montana
Protect Your Legacy with a Thoughtful, Personalized Plan
Estate planning is one of the most important steps you can take to secure your future and protect the people you love. At Columbia Falls Estate Planning, we help individuals and families across Montana create clear, legally sound estate plans that reflect their values, goals, and unique life circumstances.
Led by experienced Montana estate planning attorney Denise Romer, Esq., our firm is known for providing compassionate, detailed guidance through every stage of the planning process. Whether you’re preparing your first will, setting up a trust, or updating existing documents, we’re here to help you build a plan that brings clarity and peace of mind.
Think Ahead
Why Estate Planning Matters
Too often, estate planning is put off until it’s too late. But having a plan in place now—no matter your age or financial situation—can make all the difference for your loved ones later. A properly drafted estate plan ensures:
- Your assets are distributed according to your wishes
- Your loved ones are provided for and protected
- Court involvement and probate delays are minimized or avoided
- Trusted individuals are named to make decisions if you are unable
- Family disputes and uncertainty are reduced
Estate planning isn’t just for the wealthy—it’s for anyone who wants to be prepared and provide security for the future.
What's Inside?
What’s Included in an Estate Plan?
At Columbia Falls Estate Planning, we offer a comprehensive range of estate planning services. Each plan is tailored to your individual needs, financial situation, and family dynamics.
Wills
A will allows you to name beneficiaries, designate guardians for minor children, and specify how you want your property distributed after your death. We help ensure your wishes are clearly stated and legally enforceable.
Trusts
We offer assistance with revocable living trusts, special needs trusts, testamentary trusts, and more. Trusts can help avoid probate, maintain privacy, and offer flexible control over your assets during and after your lifetime.
Powers of Attorney for Asset Management
A Power of Attorney for Asset Management authorizes someone you trust to make financial and property decisions on your behalf if you become incapacitated.
Powers of Attorney for Healthcare
A Power of Attorney for Healthcare Decisions allows your chosen agent to make medical choices if you cannot, ensuring your healthcare wishes are respected.
Pet Directives
Your pets are family too. We can help you prepare a Pet Directive that names a guardian, includes detailed care instructions, and ensures your pet’s wellbeing if you’re no longer able to provide for them.
Trusted Locally
A Local Firm You Can Count On
Columbia Falls Estate Planning isn’t a large, impersonal law firm—we’re your neighbors. We take the time to get to know you, listen to your concerns, and explain your options in plain language. Every estate plan we create is customized with care, clarity, and respect for your goals.
Attorney Denise Romer brings over 25 years of legal experience to the table, along with a deep commitment to community and service. Whether your estate is straightforward or complex, she and her team are here to provide guidance that’s both professional and personal.
Regional Reach
Serving Columbia Falls, Kalispell, Whitefish and Beyond
Our office is located in Columbia Falls, but we proudly serve clients throughout Montana. In-person and virtual consultations are available, and our office is fully handicap accessible. Wherever you are in your estate planning journey, we’re ready to help you take the next step.
Start Now
Start Planning Today
A strong estate plan gives you confidence in the present and security for the future. Let Columbia Falls Estate Planning help you protect what matters most—with personalized strategies, experienced legal support, and a team that genuinely cares.