team-member

Stephen Montgomery

Salem, OR

Licensed for 6 years

Law Degree

Awards

Primary Practice Area

Estate Planning

Language

English

About

In 2007, Stephen E. Montgomery received his undergraduate degrees in Philosophy and Sociology from Whitworth University in Spokane, Washington. In 2015, Mr. Montgomery graduated from the Willamette University College of Law in Salem, Oregon, earning honors in legal research and writing, honors in contract drafting, and high paper in land use planning, mediation and mediation advocacy, and advanced negotiations. Mr. Montgomery is a member of the Oregon State Bar, the American Bar Association, and OGALLA, and is currently licensed to practice law in the State of Oregon.Prior to attending law school, Mr. Montgomery worked for a nonprofit organization, Neighborhood House, as a homeless families case manager in Portland, Oregon. After graduating from law school, Mr. Montgomery practiced as an associate attorney for the law firm of Vincent J. Bernabei, in the Portland, Oregon area. In 2017, Mr. Montgomery began his private practice in Silverton, Oregon. Mr. Montgomery currently has offices located in Salem, Oregon and routinely meets with clients at their homes or other places of their choosing throughout the Willamette Valley.Mr. Montgomery has a strong sense of right and wrong, values open and honest communication, and practices active listening and mindfulness when interacting with clients. Additionally, Mr. Montgomery values continuous learning, and actively seeks to further develop his legal skills.Mr. Montgomery is a third-generation Oregonian, and lives with his wife near Salem, Oregon. An avid firearms enthusiast, Mr. Montgomery enjoys participating in competitive shooting sports. As a lover of the Northwest, Mr. Montgomery enjoys hiking, biking, kayaking, and many other outdoor sports. See Mr. Montgomery's Instagram page to see what he’s been up to.

Practices Areas

Estate Planning

Business

Probate

Language

English

Contact

Willamette Valley Law Group494 State StreetSuite 430Salem, OR, 97301494 State StreetSuite 430Suite 430Salem, OR, 97301

Office: N/A

Website: N/A

Reviews

Mary Jo
November 16, 2020

Stephen is extremely knowledgeable and helpful. He was very patient with me as I settled my mom’s estate which was a little more involved than it should have been. I would certainly recommend him to anyone. I will miss talking with him both personally and professionally.

Sonja
November 2, 2020

Stephen worked with me the settle my sisters estate and before that with my mother before she died. He has been patient, helpful, efficient and also brought a great sense of humor to the table. I can honestly say that I will miss working with him now that everything has been settled. I highly recommend his services.

Tricia
May 11, 2020

Stephen spent a lot of time reviewing the pros and cons for wills and estates to help me make a decision. When I finally decided on a will time was running out and Stephen put together the documents and drove to the house where my husband was able to sign only 48 hours before he passed. The probate process is more difficult and I am grateful Stephen was available to answer many questions and to help me figure out the process. I would have been lost without his help.

Robin
February 2, 2019

I consulted Stephen in difficult situations and felt so lifted by is careful listening, and skillful advice. He was thorough and insightful.

Freddy
April 25, 2018

We worked with Stephen for our estate planning needs. He was thorough, answered all of our questions, made necessary changes, and responded promptly. He is a great mix of personal and professional!

Louanne
March 7, 2017

Mr. Montgomery provides a wide range of legal services, but specializes in estate planning, which is what brought me to him. He guided me through the process of establishing a Revocable Living Trust, which, in my case, is perhaps more complex than usual due to the fact that several of my beneficiaries have special needs which will require the provision of special needs trusts for any inheritance. Throughout this process, I was treated with kindness and respect. He never lost patience when I failed to understand some of the legal language. His sense of humor certainly helped. I expect other family members to avail themselves of his services in the near future. While Mr. Montgomery is based in Silverton, Oregon., he will travel to Salem, Portland, etc., to meet with clients.

Mary Jo
November 16, 2020

Stephen is extremely knowledgeable and helpful. He was very patient with me as I settled my mom’s estate which was a little more involved than it should have been. I would certainly recommend him to anyone. I will miss talking with him both personally and professionally.

Sonja
November 2, 2020

Stephen worked with me the settle my sisters estate and before that with my mother before she died. He has been patient, helpful, efficient and also brought a great sense of humor to the table. I can honestly say that I will miss working with him now that everything has been settled. I highly recommend his services.

Tricia
May 11, 2020

Stephen spent a lot of time reviewing the pros and cons for wills and estates to help me make a decision. When I finally decided on a will time was running out and Stephen put together the documents and drove to the house where my husband was able to sign only 48 hours before he passed. The probate process is more difficult and I am grateful Stephen was available to answer many questions and to help me figure out the process. I would have been lost without his help.

Robin
February 2, 2019

I consulted Stephen in difficult situations and felt so lifted by is careful listening, and skillful advice. He was thorough and insightful.

Freddy
April 25, 2018

We worked with Stephen for our estate planning needs. He was thorough, answered all of our questions, made necessary changes, and responded promptly. He is a great mix of personal and professional!

Louanne
March 7, 2017

Mr. Montgomery provides a wide range of legal services, but specializes in estate planning, which is what brought me to him. He guided me through the process of establishing a Revocable Living Trust, which, in my case, is perhaps more complex than usual due to the fact that several of my beneficiaries have special needs which will require the provision of special needs trusts for any inheritance. Throughout this process, I was treated with kindness and respect. He never lost patience when I failed to understand some of the legal language. His sense of humor certainly helped. I expect other family members to avail themselves of his services in the near future. While Mr. Montgomery is based in Silverton, Oregon., he will travel to Salem, Portland, etc., to meet with clients.

Mary Jo
November 16, 2020

Stephen is extremely knowledgeable and helpful. He was very patient with me as I settled my mom’s estate which was a little more involved than it should have been. I would certainly recommend him to anyone. I will miss talking with him both personally and professionally.

Sonja
November 2, 2020

Stephen worked with me the settle my sisters estate and before that with my mother before she died. He has been patient, helpful, efficient and also brought a great sense of humor to the table. I can honestly say that I will miss working with him now that everything has been settled. I highly recommend his services.

Tricia
May 11, 2020

Stephen spent a lot of time reviewing the pros and cons for wills and estates to help me make a decision. When I finally decided on a will time was running out and Stephen put together the documents and drove to the house where my husband was able to sign only 48 hours before he passed. The probate process is more difficult and I am grateful Stephen was available to answer many questions and to help me figure out the process. I would have been lost without his help.

Robin
February 2, 2019

I consulted Stephen in difficult situations and felt so lifted by is careful listening, and skillful advice. He was thorough and insightful.

Freddy
April 25, 2018

We worked with Stephen for our estate planning needs. He was thorough, answered all of our questions, made necessary changes, and responded promptly. He is a great mix of personal and professional!

Louanne
March 7, 2017

Mr. Montgomery provides a wide range of legal services, but specializes in estate planning, which is what brought me to him. He guided me through the process of establishing a Revocable Living Trust, which, in my case, is perhaps more complex than usual due to the fact that several of my beneficiaries have special needs which will require the provision of special needs trusts for any inheritance. Throughout this process, I was treated with kindness and respect. He never lost patience when I failed to understand some of the legal language. His sense of humor certainly helped. I expect other family members to avail themselves of his services in the near future. While Mr. Montgomery is based in Silverton, Oregon., he will travel to Salem, Portland, etc., to meet with clients.