Montgomery & Associates

Oh how we appreciate Montgomery & Associates! At a time that was very challenging and overwhelming they guided us along the way and made a task that seemed impossible, possible. We saw miracles happen and were able to take care of our sweet mother with dignity and grace to the end. Montgomery & Associates are knowledgeable and efficient! We love them and highly recommend them to everyone!

We used them to qualify my stepdad for ALTCS after having failed twice on our own. They are professional, efficient and get the job done, well worth the expense.

My family cannot thank the team at Montgomery & Associates enough for the services they provided in getting my dad into the ALTCS program. Very responsive and professional support. I already recommend their services to others and will continue to do so.

The answer for folks not too familiar with these types of documents.
My elderly mother had Montgomery and Associates draw up all her death-related paperwork a few years ago. It included every type of document I would need to handle her hospitalization and then her estate. While my mother was still alive she and i both had questions about a few things. All of the people at Montgomery took the time to answer, in language we could understand, all of our questions. They gave us both a written copy of all the paperwork and a USB flash drive. Upon my mother's death several years later, if I didn't understand exactly what a lawyer or title agent was asking for, one of their employees still worked with me. They were so much more helpful than the attorney I hired to finish things up that i wished I could have worked only with them.

I had a full estate plan done for myself and Montgomery & Associates met and exceeded my expectations twofold. Estate planning can be a scary and daunting process, but Carol Montgomery made the entire process informative and enjoyable. I have very limited (basic) knowledge of estate planning and Carol took the time to explain things to me in a way I could understand. Carol pays close attention to detail and accuracy is one of her many strong suites. I would recommend my friends, acquaintances and family members to Montgomery & Associates for their Estate planning needs.