No-cost phone legal document clinic

This month I would like to share with you an excellent state program to assist with completing your estate planning documents – Phone Legal Document Clinic.

The Montana Legal Services Developer Program in DPHHS-Senior and Long-Term Care Division, P.O. Box 4210 Helena, MT 59604 Phone: 1-800-332-2272, provides preparation of estate planning documents for adults 60 and older at no cost.

Clinics are conducted one-on-one via the phone. A member of the legal team works with each client to complete the documents and they are mailed upon completion with instructions on what to do with each document. This Phone Legal Document Clinic is offered statewide and is immensely popular.

The Phone Legal Document Clinic will assist clients in completing these estate planning documents:

1. Durable Power of Attorney for Healthcare

2. Durable Power of Attorney for Financial

3. Declaration of Living Will

4. Transfer on Death Deed

5. Declaration of Homestead

6. Simple Will

7. Indian Wills

The process to have your estate planning documents completed:

1. Call Katy Lovell, Legal Services Developer, at 1-800-332-2272 to make an appointment for the Intake Interview.

2. Complete the Intake Interview.

3. You will then be sent a packet containing the Intake Form, tailored to your situation, including a brief explanation of the estate planning documents offered.

4. You complete the Intake Form and send it back by mail or fax.

5. A paralegal will contact you. You will have a chance to ask questions and the paralegal will visit with you to help you make decisions about your estate planning documents.

6. A date and time will be set for your Phone Legal Document Clinic where the estate planning documents will be completed and then mailed to you.

7. You then sign and get the documents notarized.

8. Directions will be mailed to you detailing what to do with the documents once they have been signed and notarized.

For more information about the Legal Services Developer Program please go to the website: https://dphhs.mt.gov/sltc/aging/legalservicesdeveloper or contact me, Linda Howard at 406 541-7688.

Wishing you a beautiful spring, Linda