Schwartz Montoya Legal, LLC is a boutique Pittsburgh law firm specializing in comprehensive and innovative estate planning and administration. Known for their compassionate, collaborative approach, they stand out by offering individually tailored legal solutions complemented by quantitative analysis to align with each client’s unique values and family goals.
The firm prioritizes long-term partnerships with clients, providing support throughout their lives to implement estate plans and achieve family objectives. This commitment extends to compassionate estate and trust administration for families after a client passes away. They focus on delivering personalized service that integrates wealth preservation, accumulation strategies, and philanthropic planning.
Services Offered
- Estate planning
- Retirement planning
- Estate administration
- Trust administration
- Preparation of wills, trusts, powers of attorney, and living wills
- Customization of estate plans to suit family situations
- Coordination of asset titling and beneficiary designations for life insurance and retirement plans
- Implementation of wealth preservation and accumulation strategies
- Implementation of charitable legacies through donor advised funds and philanthropic solutions
- Preparation of prenuptial and postnuptial agreements
- Federal estate tax and state inheritance tax advice
- Estate inventory management
- Federal and state fiduciary income tax return advice
- Probate administration
- Asset distribution planning
Based in Pittsburgh, Pennsylvania, the firm serves clients throughout the state, offering dedicated support for individuals and families seeking to secure their legacies and navigate complex estate and trust matters.
