Montana Legacy Law
I am the Senior Vice President of Moreton Financial Solutions. I have been in the financial services industry for over 25 years. During that time I have worked with and trained business consultants, personal wealth planners and financial advisors. Our business provides business succession planning, executive compensation plans, investment management and personal wealth planning for very affluent business owners. I have worked closely with and relied on Mr. Scott McLean for the past three years. Maintaining our reputation for quality work, integrity and solutions to complex business issues is critical. Therefore building trust and confidence in technical support people is essential to the success of our business. I communicate with Scott on a weekly basis. We deal with a variety of...
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Sentiment Analysis
Scott gave great advice and explained everything in detail and with patience.
Great job with the Trust and Will.
Scott and Jessica were very responsive and easy to communicate with and I couldn't be happier with the service and the cost was more than fair, THANK YOU.
Scott and Jessica were very knowledgeable and pleasant to work with.
They were very accommodating to our busy schedules.
Scott and Jessica are both extremely easy to communicate with and make the process very organized straightforward.
He answered all of your questions, was patient, kind, and worked with our timeline.
I was so pleased with Montana Legacy Law firm that both my husband and I recently had our own wills, power of attorney and other legal papers drawn up by Scott Mc Lean firm
Montana Legacy Law made the process of “preparing for the future”, (a seemingly daunting task) easier and more understandable through their professional guidance.
Helped me remotely coordinate completion of estate documents for aging brother.
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