Zac is an attorney licensed in Montana and Florida who specializes in estate planning, assisting clients through probate and trust administration, and providing professional trustee services.
Eric is an attorney licensed in Montana who specializes in estate planning, estate tax planning, business formation, and business succession planning.
Jessica is a paralegal who works closely with our clients to assist and guide them through every step of the estate planning process.
Crissi-Lyn is a paralegal who specializes in trust administration, probate, and assisting clients with trust funding and asset transfers.
Britt is our Director of Operations. She enjoys assisting clients and partners through every step of their relationship with our firm.
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