Montana Estate Lawyers, P.C. - Great Falls, Montana

Family K.

We are grateful for the estate planning that Jon McCarty and team provided our family. Extremely thorough planning including the ability to customize. Very transparent and fair regarding fees and costs. Jon has also been easy to work with regarding updates to the plan as our needs have changed. Highly recommended.

Steve A. J.

When we first called Montana Estate Lawyers, there were so many things going on that were all new experiences for us.
We were in dire need of an estate lawyer and we called several. We landed upon Montana Estate Lawyers from their reviews online and because they ACTUALLY returned our call when they said that they would!!
We had a call with Trevor Funseth and unfurled our laundry list of questions and concerns. On that very first call,
he made us feel that we NO LONGER HAD TO WORRY.
We were finally in good hands!
He patiently answered each question and made sure
that we understood his answers every time that we called.
We called a lot 🙂
We were always taken care of with Trevor's returned calls, punctual and precise advice and a kind and knowledgeable voice.
We have appreciated Trevor and Montana Estate Lawyers for how they helped us get through a very challenging time.
Shout out to Chafaye for keeping it all together!
We rarely write reviews but we had to after this experience!
We HIGHLY recommend this team to help with any Estate issues-
Thank you for taking such good care of us!!
👍

Karon T.

Jon has done an amazing job for me. After 2 special needs trust funds I finally ended up at his office…. I now can say with confidence that my son will be ok. Jon made it so my son’s physician, medications, etc are all easily found, I might have overlooked much of it. He also has gone the extra mile when tragedy struck my family and I needed to change my will. Within the week he had everything changed. I know he honestly cares about my son and I would highly recommend them to anyone.

Dwight W.

We were introduced to Keith Tokerud of Montana Estate Lawyers by our financial advisor in 2010, when we asked him if he could recommend someone who could help us update our estate plans after we moved to Montana. Keith reviewed what we previously had in place and did an excellent job of explaining available options to help us meet our estate planning needs and goals. After our initial plans were in place, we have used their "Peace of Mind Protector Program" to keep our estate planning current as our situation has changed over time and as laws and regulations have changed. Keith and his staff have all been super to work with, both personally and professionally. We highly recommend Montana Estate Lawyers if you are in need of estate planning services.

alicia M.

Jon McCarty was recommended to us by a lawyer friend when we were searching for a firm to help us with estate planning. In the ten years Jon has worked with us, we have found him to be highly professional, extremely knowledgeable and compassionate. You can trust Jon to help you plan this very important aspect of your life.

Kelly M.

Jon McCarty was very helpful in satisfactorily resolving issues with the interpretation of a Last Will and Testament. He was thorough, professional, and communicated extremely well and in a timely manner. Jon's advice was honest and reassuring. Additionally, the office staff was concerned, kind, and supportive. Jon and the staff were competent and knowledgeable -
a most impressive team.

Shirleen W.

Went to them to do our wills. Explained what we wanted. Wills were prepared and unfortunately, executed to early. Went back in to the office to see Jon. He was very compassionate. Thank you for taking care us. I recommend your office to everyone I talk to. Great people to do business with.

Deborah S.

I have worked with Scott, Tokerud & McCarty, P.C. since the autumn of 2018. They have been very helpful in guiding me through the process of obtaining the Guardianship and Conservatorship of my mother, who is sadly incapacitated due to dementia.

When I found myself in need for an Elder Law Attorney, I was living a time zone away from Great Falls. I was not able to travel to Great Falls from my home in Northern Minnesota, where I had relocated for a job. I was fortunate to have had Jon McCarty as a neighbor when I lived in Great Falls, so I had gotten to know him really well when I was living next to him. In getting to know Jon, I found him to be a compassionate, conscientious, intelligent, and honorable man. I could think of nobody else in Montana to whom I could turn for advice and guidance in navigating the process for Guardianship and Conservatorship of my incapacitated mother. If Jon had not been an Elder Law Attorney, I still would have turned to him for advice to determine the best person to help me in my situation.

When my siblings and I realized that my mother required a Guardian and Conservator after my father passed away, we had no idea what it would take to accomplish the undertaking. None of us lived in the mountain time zone anymore and none of us knew the first thing about what was entailed in the process. Jon McCarty and the staff at Scott, Tokerud & McCarty, P.C. (LaTonya and Chris) have always been there to explain the legal requirements, the estate information, and the evaluations that are necessary to become and remain a Guardian and Conservator. They set up appointments with the nurse evaluator and my mother’s legal counselor in the initial part of the process to achieving Guardianship and Conservatorship. They filed the paperwork, attended all legal hearings, and represented us well. Every year, they send me a reminder and guidance on the annual reports that I need to make to the court in regard to my management of my mother’s affairs as Guardian and Conservator and they file the necessary paperwork as well as attend requisite legal hearings in those instances, too. I consider them to be part of my mother’s care team, just as much as the nurses and administrators in the memory care center where she lives. What is even more astounding is that I can tell that they all care deeply about my mother, even though they have never met her!

If you are considering hiring Jon McCarty for Elder Law or any aspect of Estate Planning, I would highly encourage you to do so. Jon McCarty and the good people at Scott, Tokerud & McCarty, P.C. truly exemplify Montana values. They believe in hard work (and they do work hard), doing the right thing, helping a neighbor out, and celebrating the blessings and good things that happen in life. They believe in accountability and reliability, and they will definitely be on your side and treat you like you are one of their very special family. They have been there for me and my family in our time of need, and I cannot imagine how we could have managed without them there to guide and support us. I feel certain that they will offer you the same wisdom, comfort, and support as well.