Estate Planning in Livingston

If you’re thinking about building a solid estate plan, OBP Financial is here to support you every step of the way. We offer a full range of estate planning services that fit your goals, ensuring your wishes are clearly outlined and legally protected.

Whether you’re updating an existing plan or creating one for the first time, we can help you with everything from wills and trusts to tax planning. Ready to take the next step? Reach out to us at 14064149916 or email ryan@obpfinancial.com for a consultation.

Estate Planning in Livingston: Why It’s Important

Estate planning in Livingston is about so much more than just a will. It’s a way to prepare for the future, protect your assets, and ensure your loved ones are provided. 

A solid plan can bring you peace of mind, knowing that you’ve organized everything and left clear instructions. Our team at OBP Financial recognizes that every situation is different, and we’re here to build a plan that reflects what matters most to you.

Complete Will and Trust Creation

A will is the foundation of any estate plan, specifying how your assets should be distributed. We’ll guide you in creating a will that reflects your wishes and gives clear directions for your family. 

We also recommend trusts to add flexibility and control. Whether you're considering a living trust, a revocable trust, or something more specific, our team will help you decide which option is best for your goals.


Smart Tax Planning for Estates

Estate taxes can significantly impact what your heirs receive. OBP Financial’s tax planning services are structured to help minimize these taxes, applying legal exemptions and strategies that make sure as much of your estate as possible goes to your loved ones. 

Tax planning is crucial for larger estates, and we stay up-to-date on all federal and Montana tax laws.

Healthcare and Financial Directives

Estate planning in Livingston isn’t just about property; it’s also about preparing for unexpected life events. A healthcare directive or living will, sets out your medical wishes in case you’re unable to make decisions for yourself. Similarly, a financial power of attorney lets you appoint someone to manage your finances if needed. 

These documents are essential to any estate plan, ensuring your preferences are respected even if you can’t express them.

Our Process

Estate planning in Livingston might seem complicated, but OBP Financial breaks it into clear, manageable steps. Here’s how we work with our Livingston clients to build effective estate plans.

  1. Initial Consultation – We start with a meeting to understand your goals, family structure, and financial situation.

  2. Plan Development – Based on your unique situation, we create a customized estate plan that could include wills, trusts, tax strategies, and healthcare directives.

  3. Legal Drafting and Review – Once you approve the plan, we draft the necessary documents and ensure everything is legally sound.

  4. Implementation – After documents are finalized, we assist you with transferring assets and designating beneficiaries.

  5. Ongoing Updates – Life and your estate plan change over time. OBP Financial offers regular reviews to keep your plan relevant.

We’ll work closely with you throughout each stage to keep the process transparent and straightforward.

Staying on Track with Your Estate Plan in Livingston

Keeping your estate plan current is essential as your life and financial situation evolve. OBP Financial recommends regular updates, especially if you experience major life changes. This way, you can feel confident that your plan always reflects your intentions, and our team is here to help you make adjustments whenever necessary.

OBP Financial’s Approach to Clear, Personalized Estate Planning

At OBP Financial, estate planning goes beyond drafting documents; it’s about creating a plan that genuinely reflects your values. 

We focus on understanding your specific goals to ensure our guidance makes sense for you, keeping everything straightforward. Our team aims to create a plan that offers peace of mind for you and protection for your family and assets in a way that you feel fully confident about.

Service Areas Near Livingston, Montana

  • Bozeman

  • Big Timber

  • Gardiner

  • Emigrant

  • Butte

  • Clyde Park

  • Manhattan

  • Belgrade

  • Wilsall

Those interested in staying informed about local estate planning changes can always check Livingston’s official city website for updates.


Contact Us

For more information or to begin your estate planning process, call us at 14064149916 or email ryan@obpfinancial.com today.

At OBP Financial, we’re here to simplify your estate planning process, making it clear and structured around your needs. Connect with us today to plan a secure future for you and your loved ones.