Missoula, Montana

Your assets deserve more than a generic plan. They deserve strategy from people who actually read the fine print.

Meyer, Shaffer & Stepans, PLLP gives you the kind of legal and financial guidance that catches what others overlook — so you can move forward with confidence instead of guesswork.

Professional legal office in Missoula, Montana
25+ Years of combined legal experience serving Missoula County
500+ Client engagements completed across estate, business, and tax matters
100% Commitment to personalized counsel — no template advice, ever
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Legal and financial services built around your specific situation, not a one-size-fits-all package.

Estate Planning

Wills, trusts, and advance directives crafted to protect your family's future the way you intend — not the way the state assumes you want.

  • Revocable & irrevocable trusts
  • Comprehensive wills & probate
  • Power of attorney & healthcare directives
  • Special needs planning

Business Law

From formation to dispute resolution, we help Montana businesses operate with legal clarity and protect their interests at every stage.

  • Entity formation & structuring
  • Contract drafting & review
  • Partnership & shareholder agreements
  • Commercial litigation

Tax Strategy

Proactive tax planning that identifies savings opportunities before they disappear — and protects you when the IRS comes knocking.

  • Federal & state tax planning
  • Estate & gift tax mitigation
  • Business tax compliance
  • Tax controversy representation

Financial Planning

Long-term financial strategies tailored to your goals — retirement, wealth preservation, and intergenerational transfer done right.

  • Retirement & wealth planning
  • Investment strategy coordination
  • Risk management & insurance review
  • Charitable giving structures

Real Estate Law

Clear titles, clean closings, and contracts that actually protect you — whether you're buying, selling, or developing property in western Montana.

  • Residential & commercial closings
  • Title examination & resolution
  • Zoning & land use counsel
  • Landlord-tenant disputes

Succession & Transition Planning

Whether you're handing a business to the next generation or preparing for your own exit, we build transition plans that keep your legacy intact.

  • Business succession design
  • Buy-sell agreements
  • Key person & executive transition
  • Family governance structures
Meyer Shaffer and Stepans office exterior in downtown Missoula
Missoula Montana landscape representing the community we serve
25+ Years serving
Missoula County

A firm that takes the time to understand your situation before recommending a solution.

Meyer, Shaffer & Stepans, PLLP was founded on a simple principle: clients in Missoula and surrounding communities deserve legal and financial counsel that is thorough, straightforward, and genuinely attentive to their individual circumstances.

We handle estate planning, business law, tax strategy, financial planning, real estate law, and succession planning — but we don't treat any of these as assembly-line services. Every matter starts with a conversation about what you're actually trying to accomplish, and every recommendation is built around your specific goals, timeline, and risk tolerance.

Our team brings decades of combined experience across Montana's legal and financial landscape. We've guided families through complex estate matters, helped local businesses navigate regulatory challenges, and structured tax strategies that save clients real money — not theoretical savings.

Thoroughness first We read the details others skip.
Transparent communication No legal jargon without explanation.
Long-term relationships We stay after the closing table.

Four steps from first contact to a plan that actually works for you.

We don't rush into solutions. We start by understanding your situation — then we build from there.

01

Initial Consultation

We begin with a focused conversation — in person at our Missoula office or by phone — to understand your goals, concerns, and the specific legal or financial questions you need answered.

02

Situation Analysis

Our team reviews your documents, financial records, and any relevant circumstances. We identify risks, opportunities, and gaps that aren't obvious on the surface — the things that matter most.

03

Strategy Development

We develop a tailored plan with clear options, explained in plain language. You'll understand what we recommend, why, and what each path means for your timeline and outcomes.

04

Implementation & Ongoing Support

We handle the paperwork, filings, and execution — and we remain available for questions, updates, and adjustments as your circumstances change over time.

Stop wondering if your plan is solid. Let's find out — and fix whatever isn't.

Whether you're starting from scratch or reviewing an existing strategy, a consultation with our team will give you clarity you can actually use.

Ready to talk through your situation? Reach out — we respond the same business day.

Office Address

405 S 1st St W Ste 104
Missoula, MT 59801

Office Hours

Monday – Friday: 9:00 AM – 5:00 PM
Appointments available outside business hours

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