Dietrich and Associates, P.C. – Billings, MT

Montana’s Trusted Estate Planning Specialists

Planning for the end of life or the transfer of wealth is a delicate task that requires both legal expertise and emotional intelligence. Dietrich and Associates, P.C. is a premier boutique law firm in Billings, Montana, dedicated exclusively to Estate Planning, Probate, and Elder Law. Led by David Dietrich, an attorney with decades of experience, the firm has earned a sterling reputation for technical excellence and compassionate client service. We don’t just draft documents; we build relationships with families that last for generations, ensuring that your hard-earned assets are protected and your final wishes are honored.

Comprehensive Estate Planning

A generic online will cannot capture the nuance of your life. We create customized estate plans tailored to your specific goals and family dynamics.

• Revocable Living Trusts: We specialize in creating trusts that allow your estate to bypass the public, expensive, and time-consuming probate process.
• Wills and Powers of Attorney: We draft durable powers of attorney for finances and healthcare, ensuring that a trusted person can act for you if you become incapacitated.
• Tax Planning: For high-net-worth individuals, we utilize advanced strategies to minimize federal estate taxes and capital gains taxes.

Probate and Trust Administration

Losing a loved one is hard enough without the added stress of legal paperwork. Dietrich and Associates, P.C. guides Personal Representatives and Trustees through the complex administration process.

• Probate: We handle filings with the Montana District Court, creditor notifications, and asset distribution, making the process as smooth as possible.
• Trust Administration: We advise trustees on their fiduciary duties, accounting requirements, and tax filings to prevent liability and family disputes.

Elder Law and Special Needs

We are deeply committed to protecting our seniors and the vulnerable. Our practice includes long-term care planning to help families navigate the costs of nursing homes and assisted living. We also draft Special Needs Trusts to provide for disabled family members without jeopardizing their eligibility for government benefits like SSI and Medicaid.

Located in the TransWestern Plaza

Our firm is conveniently located at 404 N 31st St, within the professional hub known as the TransWestern Plaza. This central downtown location makes us easily accessible to clients from all over Yellowstone County. We understand that some of our clients may have mobility issues, and our building offers full ADA accessibility with elevators and nearby parking.

Why Choose a Specialist?

Medicine has specialists, and so does the law. You wouldn’t go to a dermatologist for heart surgery. Similarly, estate planning laws are constantly changing. By focusing exclusively on this area, Dietrich and Associates, P.C. stays at the cutting edge of legal strategies. We provide the peace of mind that comes from knowing your plan will work when it is needed most.

Secure your legacy today. Contact Dietrich and Associates, P.C. for a consultation.