team-member

Jon McCarty

Great Falls, MT

Licensed for 31 years

Law Degree

Awards

Primary Practice Area

Estate Planning

Language

English

About

Jon was born in Missoula, Montana, and he attended the University of Montana, receiving his B.S. with honors in 1986 and his J.D. with honors in 1990.  After law school, Jon served as a law clerk at the Montana Supreme Court.  Since joining the firm in 1992, Jon's practice has focused on estate planning, estate and trust administration, tax planning and special needs planning.  Jon is a member of WealthCounsel and the National Academy of Elder Law Attorneys.  He chaired the State Bar of Montana's Elderly Assistance Committee, co-authoring the Handbook for Guardians and Conservators.  He has been active in the community as a member and served as president of both the Great Falls Lions Club and Children's Museum of Montana.  He has also served as President of the Cascade County Estate Planning Council.  He has served as a Commissioner for the Great Falls Housing Authority and as a member of the Board of Directors of the Montana School for the Deaf and Blind Foundation.  He currently serves a member of Great Falls Public Schools Foundation.

Practices Areas

Estate Planning

Probate

Elder Law

Language

English

Contact

PO Box 14848 3rd Street N. Suite 507Great Falls, MT, 59403-1484PO Box 14848 3rd Street N. Suite 5078 3rd Street N. Suite 507Great Falls, MT, 59403-1484

Office: N/A

Website: N/A

Reviews

K and K
March 3, 2016

Jon came highly recommended to our family. We had no knowledge of what Estate Planning involved. Our first meeting with Jon was nothing but informative. He took as long as we needed to explain in great detail everything we needed to know to make our decision on doing an Estate Plan. There was no pressure to sign up with his firm simply honest answers to our questions. Even as the office was closing for the day Jon stayed focused on our needs. As we left that first meeting we were confident that Jon was honest and sincere. We were provided packages to bring home to review at our own leisure and told to get back to him if we had any further questions. There were no daily calls to see if we were ready to sign a contract. It was totally our decision at our time. It didn't take us long to commit. We sent in some information and at our next meeting there was Jon with a 90% product ready to brief us. Documents were ready for our signatures and a notary was standing by to finalize the paperwork. Then we threw Jon a curveball. We have a family member with a possible life threatening health issue. Without hesitation Jon began to explain several options for addressing this within our Estate Plan. Again this was totally our choice on how to proceed. No issue we presented was a challenge to Jon. His 20+ years of experience was a true blessing. What we believed were insurmountable problems Jon seemed to have either dealt with before or knew a way to overcome them. Every meeting we had dealing with our Estate Plan and Family Trust Jon was present for. There was no passing the buck to someone else within the firm. There may have been one time Jon wasn't available when we tried to set up a meeting and we were asked to reschedule because he insisted on being present. There are few people in this world that we would trust with our lives and even fewer that we would trust with our plans after we die. Jon McCarty has proven he is that man.

Mark Finnicum
March 1, 2016

Jon McCarty and his team have completed several tasks for myself and my family. From simple will work to full on trust building, I have found Jon and his team to be very thorough and complete in what and how they approach their profession. The team has a proven methodology in how they keep a time line to keep projects moving ahead. I will certainly recommend Jon and his office if you have any estate needs!!

Karen
February 18, 2016

Jon is such a knowledge attorney and always willing to find the answer for you and work with you to make sure everything is handled correctly.

KayKarol
February 17, 2016

Jon McCarty is the only estate planning lawyer I have ever used. This is by choice and I interviewed two other attorneys before deciding on Jon. He is honest, easy to talk to and very helpful. Once all our needs were made know to Jon he put in place all the necessary papers and documents to keep our wishes safe and secure. My late husband was not an easy person to please and he passed from this earth knowing that all things were in order, thanks to Jon.

K and K
March 3, 2016

Jon came highly recommended to our family. We had no knowledge of what Estate Planning involved. Our first meeting with Jon was nothing but informative. He took as long as we needed to explain in great detail everything we needed to know to make our decision on doing an Estate Plan. There was no pressure to sign up with his firm simply honest answers to our questions. Even as the office was closing for the day Jon stayed focused on our needs. As we left that first meeting we were confident that Jon was honest and sincere. We were provided packages to bring home to review at our own leisure and told to get back to him if we had any further questions. There were no daily calls to see if we were ready to sign a contract. It was totally our decision at our time. It didn't take us long to commit. We sent in some information and at our next meeting there was Jon with a 90% product ready to brief us. Documents were ready for our signatures and a notary was standing by to finalize the paperwork. Then we threw Jon a curveball. We have a family member with a possible life threatening health issue. Without hesitation Jon began to explain several options for addressing this within our Estate Plan. Again this was totally our choice on how to proceed. No issue we presented was a challenge to Jon. His 20+ years of experience was a true blessing. What we believed were insurmountable problems Jon seemed to have either dealt with before or knew a way to overcome them. Every meeting we had dealing with our Estate Plan and Family Trust Jon was present for. There was no passing the buck to someone else within the firm. There may have been one time Jon wasn't available when we tried to set up a meeting and we were asked to reschedule because he insisted on being present. There are few people in this world that we would trust with our lives and even fewer that we would trust with our plans after we die. Jon McCarty has proven he is that man.

Mark Finnicum
March 1, 2016

Jon McCarty and his team have completed several tasks for myself and my family. From simple will work to full on trust building, I have found Jon and his team to be very thorough and complete in what and how they approach their profession. The team has a proven methodology in how they keep a time line to keep projects moving ahead. I will certainly recommend Jon and his office if you have any estate needs!!

Karen
February 18, 2016

Jon is such a knowledge attorney and always willing to find the answer for you and work with you to make sure everything is handled correctly.

KayKarol
February 17, 2016

Jon McCarty is the only estate planning lawyer I have ever used. This is by choice and I interviewed two other attorneys before deciding on Jon. He is honest, easy to talk to and very helpful. Once all our needs were made know to Jon he put in place all the necessary papers and documents to keep our wishes safe and secure. My late husband was not an easy person to please and he passed from this earth knowing that all things were in order, thanks to Jon.

K and K
March 3, 2016

Jon came highly recommended to our family. We had no knowledge of what Estate Planning involved. Our first meeting with Jon was nothing but informative. He took as long as we needed to explain in great detail everything we needed to know to make our decision on doing an Estate Plan. There was no pressure to sign up with his firm simply honest answers to our questions. Even as the office was closing for the day Jon stayed focused on our needs. As we left that first meeting we were confident that Jon was honest and sincere. We were provided packages to bring home to review at our own leisure and told to get back to him if we had any further questions. There were no daily calls to see if we were ready to sign a contract. It was totally our decision at our time. It didn't take us long to commit. We sent in some information and at our next meeting there was Jon with a 90% product ready to brief us. Documents were ready for our signatures and a notary was standing by to finalize the paperwork. Then we threw Jon a curveball. We have a family member with a possible life threatening health issue. Without hesitation Jon began to explain several options for addressing this within our Estate Plan. Again this was totally our choice on how to proceed. No issue we presented was a challenge to Jon. His 20+ years of experience was a true blessing. What we believed were insurmountable problems Jon seemed to have either dealt with before or knew a way to overcome them. Every meeting we had dealing with our Estate Plan and Family Trust Jon was present for. There was no passing the buck to someone else within the firm. There may have been one time Jon wasn't available when we tried to set up a meeting and we were asked to reschedule because he insisted on being present. There are few people in this world that we would trust with our lives and even fewer that we would trust with our plans after we die. Jon McCarty has proven he is that man.

Mark Finnicum
March 1, 2016

Jon McCarty and his team have completed several tasks for myself and my family. From simple will work to full on trust building, I have found Jon and his team to be very thorough and complete in what and how they approach their profession. The team has a proven methodology in how they keep a time line to keep projects moving ahead. I will certainly recommend Jon and his office if you have any estate needs!!

Karen
February 18, 2016

Jon is such a knowledge attorney and always willing to find the answer for you and work with you to make sure everything is handled correctly.

KayKarol
February 17, 2016

Jon McCarty is the only estate planning lawyer I have ever used. This is by choice and I interviewed two other attorneys before deciding on Jon. He is honest, easy to talk to and very helpful. Once all our needs were made know to Jon he put in place all the necessary papers and documents to keep our wishes safe and secure. My late husband was not an easy person to please and he passed from this earth knowing that all things were in order, thanks to Jon.