Giving you peace of mind

Estate Planning Montana

Estate Planning Documents

Serving Montana

Estate planning is simply getting one’s legal household in order to make sure your health care and financial wishes can be carried out if you are unable to make these decisions for yourself; your end-of-your life wishes are known and followed; and your property goes to your chosen heirs when you die. Regardless of age, or whether you have vast financial resources or live very simply, you need these documents.

We charge per document, not by the hour. MGJ funds a variety of different clinic options for its target populations of individuals eighteen years and older; Veterans; Native Americans; and medical facilities to complete estate planning documents.

services

Types of Services We Provide

Zoom/Phone Clinics

One-on-one clinics conducted by phone or online using the Zoom platform, which allows face-to-face interactions.  Zoom clinics are supported by grant funding or MGJ’s Modest Means Program.

Modest Means Clinics (MMP)

Focus on a full range of estate planning documents: both Durable Powers of Attorney for health care and financial; basic or advanced Will; Transfer on Death Deed or TODD (formerly called Beneficiary Deed); and Declaration of Homestead. The Modest Means Program will address both completing new and/or updating documents.

Sponsorship Clinics

Clinics are financially supported through an organization or entity (such as hospitals or medical facilities) to complete advance directives. If you would like to sponsor an estate planning clinic, please contact Montana Generational Justice – 422-3904.

On-site Clinics

Clinics are supported through grant funding to complete advance directives at no cost to participants. If additional documents are requested by an individual, we refer the individual to our Modest Means Program where we charge by the document, not by the hour.

Testimonials

Client Comments

“Very nice to have one-on-one contact with a specialist and get questions answered.”

“The legal volunteers brought up things I hadn’t thought of.”

“These things weigh on your mind, but because of cost, you just don’t get them done.”

“This was an emotional experience for me, as it was an important necessity that couldn’t have been done without this opportunity.”

“Wasn’t sure what to do. Staff provided explanations until I understood. Great help.”

“We were overwhelmed – got answers to questions we had for a long time.”

“Most people don’t know where to start – this fit the bill.”

“I would highly recommend the clinics because the process is highly organized. It removed all my stress.”

“Very helpful for those of us who procrastinate.”

“Like winning the Lotto!”

“This was such a gift – A tremendous amount of stress was relieved.”

“This was an emotional experience for me, as it was an important necessity that couldn’t have been done without this opportunity.”

Contact us

Let us know how we can help you and your loved ones.

Address: 130 Neill Avenue – the Top Floor
Helena  MT  59601

Mailing: PO Box 1483, Helena  MT  59624

Email: jmccrea@mtgenjustice.org

Phone: (406) 422-3904