Montana Estate Planning Lawyers

Kristi Burmeister
Claimed Lawyer ProfileQ&ASocial Media
Kansas City, MT Estate Planning Attorney with 11 years experience
(816) 281-5404 4900 Main Street
Suite 160
Kansas City, MT 64112
Free ConsultationEstate Planning, Business, Insurance Defense and Products Liability
University of Missouri - Kansas City School of Law
I helped form PEAK for the same reason I became an attorney, I like solving problems and I’m not afraid to take risks or think outside the proverbial “box.” I am very fortunate to be surrounded by other lawyers at PEAK who feel the same. If you are reading this, I hope it means we will be working together.

I graduated from UMKC law school with highest honors and was fortunate to be hired by Shook, Hardy & Bacon LLP in 2007, where I was promoted to Partner seven years later. As an attorney at Shook, I spent most...
Aaron Neilson
Claimed Lawyer ProfileSocial Media
Missoula, MT Estate Planning Attorney with 7 years experience
(406) 721-7772 310 W. Spruce St.
Missoula, MT 59802
Estate Planning, Business, Probate and Real Estate
University of Montana School of Law
Aaron is an experienced attorney, practicing law in the areas of real estate, business, finance and banking, estate planning, and civil litigation. Aaron attended the University of Montana School of Law, obtaining his J.D. in 2010, graduating cum laude. His undergraduate years were also spent at the University of Montana, where he studied Political Science and Communication Studies, graduating magna cum laude in 2006. In his free time, Aaron enjoys fishing, hiking, basketball, baseball, concerts, breweries, and spending time with his wife, son, friends, and dog.
Elizabeth A. Clark
Claimed Lawyer ProfileSocial Media
Missoula, MT Estate Planning Attorney with 6 years experience
(406) 541-2550 1923 S. Higgins Ave.
Missoula, MT 59801
Estate Planning, Business, Probate and Tax
University of Washington School of Law and University of Montana School of Law
My law practice focuses on helping my clients plan for life events, whether creating a comprehensive estate plan, starting or selling a business, buying or selling real estate, working through a divorce, or probating the estate of a love one. I began practicing as a general civil litigator with Terrazas Law Offices after graduating from the University of Montana School of Law in 2012, and have tailored my practice more towards planning after earning my LLM in taxation in 2016 from the University of Washington School of Law. I graduated Magna Cum Laude with a Bachelor's of...
Bradley Jay Jones
Claimed Lawyer ProfileQ&ASocial Media
Missoula, MT Estate Planning Lawyer with 4 years experience
(406) 543-3800 2423 Mullan Rd
Missoula, MT 59808
Free ConsultationEstate Planning, Divorce, Family and Workers' Comp
University of Montana School of Law and Willamette University College of Law
Bradley J. Jones and his wife Brenda have been married for more than twenty years and are raising their four sons and one daughter in the Bitterroot. Following his first career in construction (carpenter/construction management/contractor) Brad joined Bulman Law Associates PLLC. as an intern in January 2013, and was an associate disability attorney from July 2014 thru December 2017. In January 2018 Brad struck out on his own froming Jones & Cook Attorneys at Law. Taking advantage of past experience, Brad’s practice focuses on workers’ compensation disputes, denial of veterans’ benefits, family law, wills and estates and...
Mr. David A. Lord
Claimed Lawyer Profile
Missoula, MT Estate Planning Attorney with 9 years experience
(406) 493-5538 327 West Pine Street
Missoula, MT 59802
Estate Planning, Arbitration & Mediation, Divorce and Elder
University of Montana School of Law
David was born and raised in Deer Lodge, Montana, and graduated from Powell County High School. He received a bachelorâs degree in English Literature from the University of Montana, where he was an active member of the Davidson Honors College and the University of Montana Advocates. After completing his undergraduate education, David attended law school at the University of Montana. While in law school, David worked as a Junior Partner in the law school's Law Firm Program, participated in the law school;s Mediation Clinic, and interned at Worden Thane, P.C. Upon graduation, David began practicing in Missoula. David is admitted to...
Hilary Joan Oitzinger
Claimed Lawyer ProfileSocial Media
Helena, MT Estate Planning Attorney with 10 years experience
(406) 459-0539 314 N. Last Chance Gulch, Suite 303
Helena, MT 59601
Free ConsultationEstate Planning, Divorce, Family and Probate
University of Montana School of Law
I am licensed in Montana and Arizona. As a Montana native, I received my law degree from the University of Montana School of Law in 2008. Since completing my clerkship with the Montana Supreme Court in August 2009, I have been involved in family law practice, estates and trusts, and general civil litigation. I practice in the areas of family law, including Collaborative and uncontested, estates and trusts, employment, personal injury, government law, and business. I believe that family law is about knowing what your options are. It is important to know that...
Patrick Beddow
Claimed Lawyer ProfileSocial Media
Billings, MT Estate Planning Attorney with 6 years experience
(406) 252-8500 2817 2nd Avenue North
Ste. 300
Billings, MT 59101
Estate Planning, Energy, Probate and Real Estate
University of Montana School of Law
Patrick G.N. Beddow is an attorney licensed in Montana, North Dakota and Wyoming, with a practice concentrating on the areas of real estate, oil & gas, minerals, trusts and estates (planning and probate), and title curative. He has significant depth and diversity of experience in mineral title, curative,and transactions in all three states in which he is licensed, as well as probate administration and real property transactions.
Sean Morrison
Claimed Lawyer ProfileSocial Media
Helena, MT Estate Planning Attorney with 2 years experience
(406) 443-1040 111 North Last Chance Gulch
Suite 3B
Helena, MT 59601
Estate Planning, Appeals and Tax
Harvard Law School
Sean Morrison is an attorney at Morrisona Law Firm, PLLC, specializing in tax controversy, planning and policy. After graduating from Harvard Law School with honors in 2015, Sean worked at an elite tax law firm in Washington, D.C. His experience includes representing clients in high-profile tax disputes before the U.S. Tax Court and the District Court of D.C. Prior to law school, Sean worked as a research assistant on tax policy for U.S. Senator Max Baucus.
Richard Baskett
Claimed Lawyer Profile
Missoula, MT Estate Planning Attorney with 39 years experience
(406) 549-1110 210 North Higgins Avenue
Suite 234
Missoula, MT 59802
Estate Planning
University of Montana School of Law
Katherine Delaney Berst
Claimed Lawyer ProfileSocial Media
Billings, MT Estate Planning Attorney with 4 years experience
(406) 248-3900 2722 Third Ave N., Suite 325
Billings, MT 59101
Estate Planning, Arbitration & Mediation, Divorce and Family
University of Idaho College of Law
A Billings girl born and raised. “I love Billings!” “I love Montana!” I come from a close knit family. My dad is a local Veterinarian, my mom, brothers and I grew up helping and working at my dad’s clinic. From my parents I learned the value of hard work, and that you don’t stop working until a job is, not only done, but done well. My early education took place at Trinity Lutheran School where I learned how important team work is. At West High School I continued to learn how to compete as a team member on...
Peter K Elverum
Claimed Lawyer Profile
Townsend , MT Estate Planning Lawyer
(406) 521-0486 Townsend , MT 59644
Estate Planning, Family, Municipal and Probate
Gonzaga University School of Law
Peter graduated from Montana State University, with honors, in 2006. Upon graduation, he was commissioned in the United States Army as a Second Lieutenant and attended law school at Gonzaga University School of Law. In the fall of 2009, after passing the Montana Bar, Peter chose to enter active duty as an Infantry Officer and attended the Infantry Officer Basic Course, Airborne School and Ranger School at Fort Benning Georgia. During his active service, he deployed to Afghanistan and Kuwait and received the Bronze Star Medal and Combat Infantryman Badge while deployed to Afghanistan. Peter left...
(406) 521-0486 54 N. Last Chance Gulch, Suite 9
Helena, MT 59601
Robin Ammons
Claimed Lawyer Profile
Missoula, MT Estate Planning Attorney with 17 years experience
(406) 552-1864 210 North Higgins Avenue #205
Missoula, MT 59802
Free ConsultationEstate Planning, Divorce, Family and Probate
University of Montana School of Law and University of Montana School of Law
Ms. Ammons is a registered nurse and an attorney. She has seen firsthand that vulnerable people need protection and guidance. As a lawyer, she believes in protecting her clients and resolving problems as they arise. She will work with your personal situation with respect and work toward your future. Please call at 552-1864. Consultations by appointment only.
Daniel Z. Rice
Claimed Lawyer ProfileSocial Media
Miles City, MT Estate Planning Attorney with 7 years experience
(406) 232-4070 513 Main Street
PO Box 728
Miles City, MT 59301
Estate Planning, Business and Real Estate
University of Montana School of Law
Dan Rice was raised in Miles City, Montana, and graduated from Custer County District High School in 2000. Mr. Rice served in the United States Army and the Montana Army National Guard from 2003-2010. Rice received a BA in Sociology from The University of Montana in 2008, and graduated from The University of Montana School of Law with a Juris Doctorate in 2010. Mr. Rice practices at the Lucas & Tonn, P.C. law firm located at 513 Main Street in Miles City, Montana.
Amanda O'Shea Tiernan
Claimed Lawyer ProfileSocial Media
Billings, MT Estate Planning Lawyer with 5 years experience
(406) 248-3900 2722 Third Ave North
Suite 325
Billings, MT 59101
Estate Planning, Criminal and Family
Gonzaga University School of Law
Amanda is a Montana girl through and through. She loves spending her time skiing in the winter and camping in the summer. She grew up in Billings and Laurel Montana, and is a proud graduate of Laurel High School. Amanda attended Rocky Mountain College, in Billings, Montana, where she graduated with a Bachelors of Science in History, Political Science, and Professional Communication Studies, with honors. While at Rocky, she was a member of the Debate Team recieving several awards and invaluable experience. During this time she also interned with Senator Tester's office. Amanda attended law school...
Charles Cromwell
Claimed Lawyer ProfileSocial Media
Bozeman, MT Estate Planning Lawyer with 8 years experience
1700 W. Koch.
Suite 6
Bozeman, MT 59715
Estate Planning, Business, Military and Trademarks
University of Montana - University of Montana-Missoula
A Big Sky State native, Charlie grew up in Missoula, Montana. After graduating from Hellgate High School, Charlie attended Harvard University. While in college, Charlie was an ROTC cadet and Division I varsity athlete in swimming and water polo. After graduating cum laude in American History, Charlie received his commission in the U.S. Army as a second lieutenant. His 4-year, active duty service included a 13-month combat tour in Iraq. While in the field, Charlie was put in numerous positions that required strong leadership, quick-thinking, and sound judgment. These positions ranged from leading his...
Brenda L Wahler
Claimed Lawyer ProfileSocial Media
Helena, MT Estate Planning Attorney with 16 years experience
(406) 449-2060 7 West 6th Ave
P.O. Box 1455
Helena, MT 59624
Estate Planning, Arbitration & Mediation, Elder and Family
University of Montana School of Law
Specialties include child custody and parenting plans; equine law.
Kelby R. Fischer
Claimed Lawyer Profile
Helena, MT Estate Planning Lawyer with 2 years experience
(406) 438-6665 40 W. Lawrence
Suite A
Helena, MT 59601
Estate Planning, Business, Probate and Real Estate
University of Montana School of Law
Kelby Fischer is an attorney practicing in the areas estate planning, probate, business law, and real estate. Proudly serving throughout the state of Montana. Kelby is committed to helping individuals, families and businesses protect what they have worked hard to build and preserve their legacy for the next generation by providing his clients with the highest-quality legal representation and customized estate planning and business documents. Kelby provides solutions tailored to each client’s individual needs to help them achieve their planning objectives.
Mark Anderson
Claimed Lawyer ProfileQ&A
Anaconda, MT Estate Planning Attorney with 21 years experience
(406) 546-1771 4677 Crackerville Rd
Anaconda, MT 59711
Estate Planning, Arbitration & Mediation, Probate and Tax
Business lawyer with experience in tax and business law.
Adrienne Ellington
Claimed Lawyer Profile
Bozeman, MT Estate Planning Attorney with 1 year experience
(406) 602-4200 1700 W Koch St Suite 9
Bozeman, MT 59715
Estate Planning, Arbitration & Mediation, Criminal and Tax
Adrienne is a graduate of Boise State University, University of Phoenix, and the University of Montana School of Law.
Adrienne is a Montana native and grew up in Butte and Great Falls. Before attending law school, Adrienne worked in the legal field for over twelve years. Her experience includes working as a paralegal for a family and criminal defense attorney for nine years. She also worked in various prosecutor’s offices and as a jail technician at the sheriff’s office.
Public interests is a passion for Adrienne. Before her admission to the Montana bar, Adrienne was actively involved in Montana...
Janel Falk Chin
Claimed Lawyer ProfileSocial Media
Missoula, MT Estate Planning Lawyer with 11 years experience
(406) 207-6462 P.O. Box 8834
Missoula, MT 59807
Estate Planning, Divorce, Native American and Probate
Janel F. Chin provides comprehensive legal guidance to clients as they navigate the peaks and valleys of their lives. More than just a will, a contract or documents to probate an estate, Janel provides her clients with comprehensive legal services and guidance to help them navigate the peaks and valleys of their lives. Janel's legal experiences since becoming a member of the Montana State Bar in 2012 have been focused exclusively on providing family, estate planning and probate legal services at a reasonable cost.

Formerly admitted to practice law in Colorado, Janel has experience representing to non-immigrant crime victims applying for...
Katie Holliday
Claimed Lawyer Profile
Missoula, MT Estate Planning Lawyer with 17 years experience
(406) 830-3327 210 North Higgens Ave, Ste 226
Missoula, MT 59802
Estate Planning, Business, Divorce and Family
Katie C. Holliday, has been practicing law for over 15 years. Dedicated to her clients, she attempts to combat the confusing and overwhelming nature of the legal process in each of her practice areas. Communication is key, and she will work with you to discern your situation and produce unique legal solutions that work best for you.
Whether it relates to your business or your family, you will leave Carmody Holliday Legal Services, PLLC, knowing more about your options and your legal situation. Katie C. Holliday has the experience and the solutions to help in a wide variety of legal matters.
Lili Panarella
Claimed Lawyer Profile
Missoula, MT Estate Planning Attorney with 19 years experience
(406) 552-7814 317 East Spruce Street
Missoula, MT 59802
Estate Planning and Family
Lewis & Clark Law School
Lili Panarella is the owner of Matrium Law Group. Lili is licensed to practice law in Montana and Oregon. Matrium Law Group is a minority woman owed law firm, specializing in family law and estate planning.
Nik Geranios
Claimed Lawyer Profile
Missoula, MT Estate Planning Lawyer with 23 years experience
(406) 541-3565 120 Hickory St.
Suite B
Missoula, MT 59801
Free ConsultationEstate Planning, Bankruptcy, Consumer and Elder
Grant Snell
Claimed Lawyer ProfileSocial Media
Kalispell, MT Estate Planning Lawyer with 10 years experience
(406) 752-6644 Crowley Fleck PLLP
1667 Whitefish Stage Rd.
Kalispell, MT 59901
Estate Planning, Business, Elder and Probate
Seattle University School of Law
Craig Mungas
Claimed Lawyer Profile
Missoula, MT Estate Planning Lawyer
(406) 721-8896 2809 Great Northern Loop, Suite 100
Missoula, MT 59808
Estate Planning and Tax
Craig Mungas was born in Philipsburg, Montana. He graduated from the University of Montana in 1998. He then attended Seattle University School of Law, and graduated cum laude in 2002. After law school, Craig moved to Helena, Montana and practiced commercial law with a large law firm. He then returned to Seattle, Washington where he received his Master of Laws (LL.M) in 2004 from the University of Washington. While at UW, Craig earned a perfect grade in Estate Planning and Taxation. In 2006, Craig was appointed by the King County Superior Court to serve...
Marguerite Kaminski
Claimed Lawyer Profile
Whitefish, MT Estate Planning Attorney with 30 years experience
(406) 270-1495 PO Box 1658, Whitefish, MT 59937
PO Box 525, Westcliffe, CO 81252
Whitefish, MT 59937
Free ConsultationEstate Planning, Business and Real Estate
Contracts Consultant, Vietnam Era Veteran, Focus on Contracts, Real Estate, Estate Planning, and General Civil Law( adoptions, Canadian matters,corporate)
Paul Grigsby
Claimed Lawyer Profile
Bozeman, MT Estate Planning Attorney with 23 years experience
(406) 587-9440 1700 West Koch Street, Suite 4
Bozeman, MT 59715
Estate Planning, Employment, Probate and Real Estate
University of Montana - University of Montana-Missoula
Juliane Lore
Claimed Lawyer Profile
Billings, MT Estate Planning Attorney
(406) 206-0144 2921 2nd Ave. North
Billings, MT 59101
Estate Planning, Bankruptcy, Business and Elder
University of the Pacific, McGeorge School of Law
David Bjornson
Claimed Lawyer Profile
Missoula, MT Estate Planning Lawyer
(406) 721-8896 2809 Great Northern Loop, Suite 100
Missoula, MT 59808
Estate Planning, Real Estate and Tax
Mr. Bjornson has spent his nearly 30 year legal career practicing both in Seattle, Washington, and in Missoula, Montana, specializing in business transactions, contracts, loan transactions, corporate law, business organizations (including corporations, limited liability companies and partnerships), private and public business financings, real estate (both residential and commercial), tax litigation, tax planning, estate planning, trusts and probate, and alternative dispute resolution in lieu of litigation. Mr. Bjornson is a member of Bjornson Law Offices, located in Missoula, Montana, a distinguished firm originally established in 1998. He was formerly associated with Garlington, Lohn & Robinson, PLLP, and Boone, Karlberg...
Scott Manning
Claimed Lawyer Profile
Missoula, MT Estate Planning Attorney with 18 years experience
(406) 721-3456 PO Box 5043
Missoula, MT 59806-5043
Free ConsultationEstate Planning, Elder and Real Estate
Ryan Jones
Claimed Lawyer Profile
Missoula, MT Estate Planning Attorney
(406) 721-8896 2809 Great Northern Loop, Suite 100
Missoula, MT 59808
Estate Planning and Tax
Nick is a native Utahan and completed his undergraduate studies at the University of Utah. After working for the Boys and Girls Club of Greater Salt Lake for a few years, Nick attended the University of Montana School of Law where he earned a Juris Doctorate degree with Honors. While concurrently enrolled in law school, Nick completed substantial undergraduate work at the University of Montanaâs School of Business towards a Masterâs of Business Administration â he is currently working towards its completion. Subsequently, Nick received a merit based scholarship to study taxation at the University of Washington School of Law...
Erica D. Griffith
Claimed Lawyer ProfileSocial Media
Miles City, MT Estate Planning Lawyer with 6 years experience
(406) 234-1222 507 Pleasant St.
Miles City, MT 59301
Estate Planning, Agricultural, Probate and Real Estate
John Grant
Claimed Lawyer Profile
Helena, MT Estate Planning Lawyer with 41 years experience
(406) 442-1300 203 N. Ewing St
Helena, MT 59601
Estate Planning, Bankruptcy, Business and Probate
Gonzaga University School of Law
Thomas Morrison
Claimed Lawyer Profile
Helena, MT Estate Planning Lawyer with 29 years experience
(406) 443-1040 111 North Last Chance Gulch, Suite 3B
Helena, MT 59601
Estate Planning, Probate and Tax
Audrey Schultz Cromwell
Claimed Lawyer Profile
Bozeman, MT Estate Planning Attorney
416 W. Mendenhall
Bozeman, MT 59715
Estate Planning, Divorce, Family and Landlord Tenant
Daniel H. Bruni
Claimed Lawyer Profile
Great Falls, MT Estate Planning Attorney
(406) 761-3000 114 Third St. S.
Great Falls, MT 59403
Estate Planning
Billings, MT Estate Planning Attorney
(406) 896-4622 401 North 31st Street
Billings, MT 59101
Estate Planning, Antitrust, Business and Tax
University of Montana School of Law
Missoula, Mt Estate Planning Attorney with 33 years experience
(406) 721-8896 2809 Great Northern Ave
Missoula, MT 59808
Estate Planning, Business, Real Estate and Tax
Billings, Mt Estate Planning Lawyer with 24 years experience
(406) 248-3900 100 N 27th St
Billings, MT 59101
Estate Planning, Business, Divorce and Family
Billings, MT Estate Planning Lawyer
(406) 896-4627 401 North 31st Street
Billings, MT 59101
Estate Planning, Business and Tax
University of Montana School of Law
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Related Practice Areas

Elder Law
Probate
Tax Law

Planning your estate?

Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.

An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.


Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.

Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.