Schwartz MontoyA Legal, LLC

Compassionate, Comprehensive, Collaborative

Schwartz Montoya Legal is a boutique law firm that provides comprehensive and innovative retirement and estate planning advice. We focus our legal services on individually tailored solutions that match the values and goals of our clients and are complemented and supported by quantitative analysis.

We truly value the relationships with our clients and will be a partner with you during your life to implement your estate plan and to help achieve your family goals. This partnership extends to family members after a client passes away so that we can support your family in their time of need through compassionate and thoughtful estate and trust administration.

What’s Your Plan?

Schwartz Montoya Legal, LLC can assist with the following legal services:

  • Preparation of wills, trusts, powers of attorney and living wills
  • Customization of your estate plan to best suit your family‚Äôs situation
  • Coordination of asset titling and beneficiary designations of life insurance policies and
    retirement plans with wills and trusts
  • Implementation of your estate plan incorporating your wealth preservation and accumulation
  • Implementation of charitable legacies through donor advised funds and other long-term
    philanthropic solutions to enable clients to perpetually support their preferred charities
  • Preparation of Prenuptial and Postnuptial agreements
  • Administration of estates and trusts including federal estate tax, state inheritance tax, estate
    inventory, and federal and state fiduciary income tax return advice
  • Administration of probate and asset distribution planning
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