January 19
3:00 PM ET
2026 Montana Legal Update

New Year, New Plan

Join our free webinar to learn the essentials of estate planning from an experienced attorney

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    Join Our Webinar:

    The Fundamentals of Estate Planning

    What is Estate Planning?
    Estate planning involves making arrangements for the management and disposal of your estate during your life and after your death. This includes wills, trusts, powers of attorney, health care proxies, and more.

    Why Start Early?
    Plan early to secure your wishes, avoid disputes, and ease tax or legal issues.

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    The Fundamentals of Estate Planning

    Learn what estate planning is, why it matters, and how wills, trusts, powers of attorney, and medical directives work together to protect your wishes during life and after death.

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    Why a Will or Trust Is Essential

    Understand the role of a last will and testament, the advantages of trusts, and what happens if you die without a plan in place under state law.

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    Planning for Incapacity and Medical Decisions

    Explore powers of attorney, health care proxies, living wills, and advance directives—and how these documents ensure your financial and medical decisions are honored.

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    Common Estate Planning Mistakes to Avoid

    Identify the most frequent estate planning errors, including procrastination, incomplete plans, and failure to update documents after major life changes.

    Attorney Image
    Mark Montanaro, Esq.
    Managing Attorney

    Mark Montanaro leads the firm at MontanaroLaw, P.C., and has customized the firm’s practice areas to broadly serve the legal needs of local community residents and business-minded individuals. Since the firm’s inception in 2014, Mark has become a trusted adviser and counsel to local business and property owners who not only need legal advice, but also someone who can provide business strategy as well. This is where Mark’s skills shine the brightest.

    Mark Montanaro leads the firm at MontanaroLaw, P.C., and has customized the firm’s practice areas to broadly serve the legal needs of local community residents and business-minded individuals. Since the firm’s inception in 2014, Mark has become a trusted adviser and counsel to local business and property owners who not only need legal advice, but also someone who can provide business strategy as well. This is where Mark’s skills shine the brightest.

    FAQ

    Key Takeaways

    What You’ll Learn in This Webinar

    Discover the essential components of a solid estate plan and gain practical knowledge you can apply immediately.

    Understand the Core Documents

    Learn the purpose of wills, trusts, powers of attorney, and other key documents — and how they work together.

    Know When to Update Your Plan

    Identify the key life events and financial changes that should trigger a review of your existing estate plan.

    Avoid Common Planning Mistakes

    Learn the pitfalls that often create delays, disputes, or financial issues — and how to easily prevent them.

    Get Clear, Actionable Guidance

    Walk away with a simple understanding of what steps to take next, whether you’re starting fresh or revising your current plan.

    Who This Is For

    Anyone Without an Estate Plan Yet

    If you’re just beginning and want a straightforward introduction, this webinar gives you the perfect starting point.

    Families Protecting Their Loved Ones

    Ideal for parents or guardians who want to ensure their children and assets are protected.

    Individuals With an Existing Plan

    If you already have a plan but aren’t sure when or how to update it, this session will bring clarity.

    People Facing Life Changes

    Marriage, divorce, new property, new children, or major financial shifts — all these moments may require estate plan updates.

    Anyone Seeking Clear, Jargon-Free Guidance

    Perfect for those who want estate planning explained in simple language without legal complexity.