Areas Of Practice
There are thousands of licensed attorneys who can prepare your Estate Plan. But the customer service you receive makes all the difference. At the Intermountain Legal Group we pride ourselves on exceeding our clients’ expectations. We have structured our practice to provide our clients with the best possible planning experience
Our history
Joe Morton began his work in estate planning as a life and health insurance agent in 1984. After completing a judicial clerkship in Utah, he taught college for two years. In 1996 he began his legal practice in the estate planning and asset protection areas.
His practice is limited to the areas of estate, business, and retirement planning and asset protection. Joe is licensed to practice in Idaho, Oregon, Utah and Washington. He frequently lectures on estate planning issues for the public as well as the insurance and legal communities.
Achievements
Our Services
Things you can expect include:
Our practice is limited to Estate Planning, including Wills, Trusts, and Probates; Business Planning, Retirement Planning and Asset Protection.
Our No Surprises Billing Policy ensures you will never receive a bill that you do not know is coming and have not already agreed to pay. All fees are disclosed and agreed to in advance.
The best plans will have input from all of the clients’ advisors including their CPA, Attorney, Financial Planner and Insurance Agent. We help bring the client\’s team of advisors together to create the best possible solution.
The real things that drive the client’s plans are their goals and desires for those they love and care about. This is the heart of any estate plan. Our clients expect their team of advisors to present solutions on how to accomplish these items, while solving any tax problems that arise.
We strive to create lifelong relationships with our clients. As part of our annual maintenance program our clients meet with us each year to review their family goals, changes that may have occurred in family circumstances or assets, and changes in the tax and estate law. Needed changes are identified and plans are updated to make sure goals are accomplished. Our program also provides free phone calls and word processing changes such as name changes or changes in trustees, or personal representatives.