Wills & Trusts
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Montana Wills
Wills & Trusts in Montana
Secure Your Future with a Customized Legal Plan
At Columbia Falls Estate Planning, we help individuals and families across Montana protect what matters most by creating personalized wills and trusts. These foundational estate planning tools allow you to clearly state your wishes, avoid uncertainty, and ensure your assets are distributed in the way you intend.
Whether you’re drafting your first will or exploring the benefits of establishing a trust, our experienced team—led by attorney Denise Romer, Esq.—is here to guide you through the process with clarity, compassion, and legal precision.
Why It Matters
Why Wills and Trusts Matter
Creating a will or trust is about more than paperwork—it’s about planning for the future and caring for the people (and pets) you leave behind. Without a valid will or trust in place, decisions about your estate may fall to the courts, often creating confusion, delays, or unintended outcomes for your loved ones.
Wills and trusts give you control over:
- Who receives your assets and property
- When and how your beneficiaries inherit
- Guardianship for minor children
- The management of your estate if you become incapacitated
- Minimizing probate delays and maintaining privacy
These essential tools ensure that your wishes are respected and your family is protected, no matter what the future holds.
Will & Wishes
Last Will and Testament
A will is a legal document that outlines how your property should be distributed after your passing. It can also be used to name guardians for your children, specify funeral wishes, and identify who will manage your estate (executor).
At Columbia Falls Estate Planning, we assist with:
- Drafting new wills from scratch
- Updating outdated or invalid wills
- Naming guardians for minors
- Ensuring your will complies with Montana state law
- Coordinating your will with your overall estate plan
If you already have a will, we recommend reviewing it periodically—especially after major life changes like marriage, divorce, the birth of a child, or acquiring property.
Smart Trust Planning
Trusts: Flexible Solutions for Long-Term Planning
Trusts are powerful estate planning tools that allow for greater control over how your assets are managed and distributed. Unlike a will, a trust can go into effect during your lifetime and may allow your beneficiaries to avoid probate.
Our firm creates and manages a wide range of trusts, including:
- Revocable Living Trusts – Allow you to manage your assets during your lifetime and avoid probate upon death
- Special Needs Trusts – Provide for loved ones with disabilities without affecting their eligibility for public assistance
- Testamentary Trusts – Established through your will and activated upon your passing
- Honorary/ Pet Trusts – Ensure your animals receive care and funding after your death
- Charitable Trusts – Leave a legacy by supporting causes you care about
We work closely with you to determine which type of trust aligns with your financial goals and family circumstances.
Guidance You Can Trust
Personalized Guidance Every Step of the Way
No two estates are alike. That’s why we take the time to understand your priorities, explain your options in plain language, and draft documents that reflect your intentions with precision.
Attorney Denise Romer brings over 25 years of legal experience to every estate plan she designs. Her background in dispute resolution and deep commitment to her community ensures that you’ll receive both the legal clarity and personal support you need when making these important decisions.
Montana Service
Serving Clients Across Montana
Columbia Falls Estate Planning serves individuals and families across Montana from our office in the heart of Columbia Falls. We welcome in-person visits and also offer virtual consultations for your convenience. Our office is fully handicap accessible, and we are proud to offer a supportive, welcoming space for every client.
Start Now
Ready to Get Started?
There’s no better time to protect your loved ones and secure your legacy. Let us help you create a will or trust that gives you peace of mind—today and in the future.