Business Details
30 Years
experience
Expert Estate Planning Services in Meridian, ID
At Intermountain Legal Group, we specialize in estate planning, business planning, retirement planning, and asset protection. Our practice is built on a foundation of exceptional client service, transparent billing practices, and collaborative planning. We work closely with clients' existing advisorsincluding CPAs, financial planners, and insurance agentsto create comprehensive solutions tailored to individual needs. Our values-based approach prioritizes clients' personal goals and family considerations, ensuring plans reflect their unique circumstances.We maintain a lifetime commitment to our clients through annual reviews and updates, adapting to changes in family dynamics, assets, and tax laws. Our team brings decades of combined experience in estate planning, with a focus on delivering reliable, ethical, and personalized legal services.
Services
Estate Planning
Business Planning
Retirement Planning
Asset Protection
Probate Services
Details
- Year established: 1996
Highlights and features
- We offer over 25 years of specialized experience in estate planning.
- Our No Surprises Billing Policy ensures full fee transparency.
- We coordinate with clients' existing financial and legal advisors.
- Our values-based approach prioritizes family and personal goals.
- We provide annual plan reviews and lifetime client support.
Services
Estate Planning
Our estate planning services create comprehensive strategies for asset distribution and legacy preservation. We develop customized wills, trusts, and probate solutions that align with clients' family needs and financial objectives. Our process ensures legal compliance while minimizing tax implications and administrative burdens for beneficiaries.
Business Planning
We design business planning solutions that protect commercial interests and facilitate succession. Our services include entity formation, partnership agreements, and exit strategies tailored to business owners' long-term goals. We focus on minimizing legal risks while optimizing operational continuity and asset protection.
Asset Protection
Our asset protection strategies safeguard clients' financial resources from potential threats. We implement legal structures like trusts and limited liability entities to shield assets while maintaining compliance with evolving regulations. Our approach balances protection needs with clients' current and future financial objectives.
Retirement Planning
We develop retirement planning frameworks that integrate estate goals with financial strategies. Our services coordinate legal documents with investment and tax planning to ensure clients' retirement objectives align with their legacy plans. We emphasize tax efficiency and intergenerational wealth transfer.
Probate Services
Our probate services guide executors through estate settlement processes. We provide legal representation for will validation, asset distribution, and debt resolution while minimizing conflicts among beneficiaries. Our approach prioritizes efficient administration that honors the deceased's intentions.
People
Joe Morton
Founding Partner
Joe Morton has practiced estate planning law since 1996 after working in insurance and teaching. He lectures extensively on estate planning and received the 2010 Bill Rankin Advisor of the Year Award. Licensed in four western states, he focuses on estate, business, and retirement planning.
Andrea Godfrey
Attorney
Andrea Godfrey specializes in estate planning and probate law. With experience in real estate and business litigation, she joined Intermountain Legal Group in 2013. Licensed in Idaho and Utah, she works with clients to create comprehensive estate solutions.
Colin Nash
Associate Attorney
Colin Nash brings estate planning and elder law expertise to our team. A Concordia University Law School graduate, he also has political redistricting experience. Licensed in Idaho, he serves as a state representative while maintaining active legal practice.
Crystel Niccole
Funding Coordinator
Crystel Niccole manages trust funding processes for clients. She coordinates asset transfers and document preparation to ensure complete implementation of estate plans. Her role focuses on meticulous attention to financial details during trust administration.
Shaleigh Kolar
Paralegal
Shaleigh Kolar provides paralegal support with over two decades of experience in the Treasure Valley. She ensures accurate documentation of client estate plans and maintains detailed records. Her work bridges client needs with attorney requirements during plan implementation.
Questions
What estate planning documents do I need?
Most clients require wills, trusts, powers of attorney, and healthcare directives. We customize these documents based on your family situation, asset portfolio, and long-term objectives.
How does your billing policy work?
Our No Surprises Billing Policy requires advance agreement on all fees. You'll receive clear cost estimates before any work begins, with no unexpected charges during service delivery.
Can you help with business succession planning?
Yes, we create business succession plans that ensure smooth ownership transitions. Our strategies protect company assets while addressing tax implications and operational continuity.
Do you update plans for changing circumstances?
We offer annual reviews to update plans for family changes, asset shifts, or tax law revisions. Our lifetime commitment includes free document updates for name changes and trustee adjustments.
How do you coordinate with other advisors?
We collaborate with your existing CPAs, financial planners, and insurance agents to create integrated solutions. This team approach ensures all aspects of your financial and legal strategy align.
