(406) 422 – 4522
info@plmontana.com 
PASSAMANI & LETANG PLLC
Estate Planning
Estate planning is the process of making legal arrangements to manage and distribute your assets during your lifetime and after your death. It involves creating documents like wills, trusts, powers of attorney, and healthcare directives to ensure that your wishes are clearly expressed and legally enforceable. A well-crafted estate plan gives you control over who will receive your property, who will make decisions for you if you become incapacitated, and how your loved ones will be cared for when you’re no longer here.
Estate planning isn’t just for the wealthy—it’s for anyone who wants to protect their family, avoid unnecessary court involvement, and provide peace of mind. Whether you’re planning for young children, aging parents, or simply want to make things easier for your heirs, our firm helps clients create personalized plans tailored to their goals and values. We make the process straightforward and informative, guiding you every step of the way so your legacy is preserved with care and clarity.
As part of our commitment to transparency and client peace of mind, we offer flat-fee pricing for estate planning services. This means you’ll know exactly what to expect—no hourly billing, no hidden fees, and no surprise charges. We believe that planning for your future shouldn’t come with financial uncertainty, so we’ve designed our pricing to be clear, predictable, and fair. From your initial consultation through the final signing of your documents, you’ll receive experienced legal guidance at a set cost you can count on.
Examples of docs we prepare in our estate plans:
- Last Will and Testament – Directs how your assets should be distributed after your death and names a personal representative (executor) to manage your estate.
- Transfer on Death Deeds
- Revocable Living Trust – Allows you to manage your assets during your lifetime and pass them to beneficiaries without the need for probate.
- Durable Power of Attorney – Appoints someone to handle your financial affairs if you become incapacitated.
- Healthcare Power of Attorney – Designates a trusted person to make medical decisions on your behalf if you’re unable to do so.
- Living Will (Advance Directive) – Outlines your preferences for end-of-life medical care, such as life support or resuscitation.
- HIPAA Authorization – Grants access to your medical records to the individuals you’ve named in your healthcare documents.
- Beneficiary Designations – Used for life insurance, retirement accounts, and other payable-on-death assets to specify who receives them directly.
- Guardianship Designations – Appoints a guardian for minor children or dependents in the event of your death or incapacity.
- Trust Funding Documents – Used to transfer ownership of assets into a trust, ensuring the trust functions properly.
Transparent flat-fee pricing
As part of our commitment to transparency and client peace of mind, we offer fat-fee pricing for estate planning services. This means you’ll know exactly what to expect—no hourly billing, no hidden fees, and no surprise charges. We believe that planning for your future shouldn’t come with financial uncertainty, so we’ve designed our pricing to be clear, predictable, and fair. From your initial consultation through the final signing of your documents, you’ll receive experienced legal guidance at a set cost you can count on.
Flat-Fee Estate Planning Portfolios
Plan Type |
What’s Included(All plans include no-cost follow-ups and amendments) |
Flat-Fee(Flat-fee—includes all attorney time and costs) |
Foundational Legacy Plan(Who: an excellent t for a vast |
|
$2,500 |
Legacy Estate Plan with
|
|
$3,500 |
Young Families Estate Plan(Who: an excellent t for most |
|
$1,500 |
| Don’t see what you need? Looking for just one or a couple documents? That’s ok. Just ask and we’ll provide you with a transparent at-fee cost. | ||
