In #Arizona, only 1 in 4 people have done their #lifecareplanning. Who will be #YOU when you can't be? Learn about some of the documents here & call us now to change that statistic! 480-464-4968
#makeit4in4 #maiaus #cldp #wecanhelp

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10% off Legal Document Preparation

Nov 14, 2019 – Nov 28, 2019

Puzzled by all of the legal documents you need for life and end-of-life? We can help! Schedule your consultation today to figure out what you may need to have in place and get 10% off your legal document preparation order.

Show this code at the store: MAIA-LD10NOV

$10 gift card - 2020 Medicare Plan Review*

Oct 18, 2019 – Oct 25, 2019

Call NOW to schedule your annual review & receive a $10 gift card.

Show this code at the store: GoogleMAIA

Everyone has a journey to follow whether your loved one is aging and needs assistance you can't provide or you are losing health insurance coverage because you are retiring and need to get on Medicare or your legal documents need to be updated.

We help you plan for the scenarios that are both ex...

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We are here to help.

From our FREE resources including our ALTCS eligibility or IOT need assessments to our hourly consulting.

We will guide you through the maze of long term care, Miller Trusts, estate planning, and Medicare Insurance with compassion and care. Allowing you to make informed a...

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Getting your legal documents done has never been easier. Get your estate planning* done in a few easy steps for just $1,495.00. Start with a 5-day free trial.

*For single or couple: includes Revocable Trust, Will, Power of Attorneys, Living Will, asset funding kit, and unlimited changes to your...

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2 weeks ago
Oh how we appreciate Montgomery & Associates! At a time that was very challenging and overwhelming they guided us along the way and made a task that seemed impossible, possible. We saw miracles happen and were able to take care of our sweet mother with dignity and grace to the end. Montgomery & Associates are knowledgeable and efficient! We love them and highly recommend them to everyone!
- Marilyn F
a year ago
I had a full estate plan done for myself and Montgomery & Associates met and exceeded my expectations twofold. Estate planning can be a scary and daunting process, but Carol Montgomery made the entire process informative and enjoyable. I have very limited (basic) knowledge of estate planning and Carol took the time to explain things to me in a way I could understand. Carol pays close attention to detail and accuracy is one of her many strong suites. I would recommend my friends, acquaintances and family members to Montgomery & Associates for their Estate planning needs.
- Linda R
a year ago
We used them to qualify my stepdad for ALTCS after having failed twice on our own. They are professional, efficient and get the job done, well worth the expense.
- Tamara S

Your one-stop resource for planning!

We educate individuals about ALTCS & Veteran Benefits programs that help pay for long term care by assisting them navigate the mazes of eligibility & creating a plan of action which may include implementing financial products & preparing legal documents.

Contact Us


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  • (480) 464-4968
  • (480) 969-9779


Get directions
815 North Hill Circle
Mesa, AZ 85203
United States

Business Hours

Mon:9:00 AM – 5:00 PM
Tue:9:00 AM – 5:00 PM
Wed:9:00 AM – 5:00 PM
Thu:9:00 AM – 5:00 PM
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