Est. Dillon, Montana

Estate Planning That Protects What Matters Most

Strategic legal and financial counsel for individuals and families across Southwest Montana

William Burgdorfer & Associates PC brings decades of combined experience in estate planning, business law, and financial advisory services.

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Decades of Experience

Personalized Attention

Dillon-Based Practice

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What We Offer

Comprehensive Legal & Financial Services

From estate planning to business formation, we provide the counsel you need to protect and grow what you've built.

Estate Planning

Wills, trusts, and comprehensive estate strategies that safeguard your legacy and provide peace of mind for your family.

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Business Law

Formation, contracts, succession planning, and ongoing counsel for businesses of all sizes across Montana.

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Financial Advisory

Strategic financial planning, tax guidance, and wealth management to help you achieve your long-term goals.

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Tax Planning

Proactive tax strategies for individuals and businesses, minimizing liability while ensuring full compliance.

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Succession Planning

Thoughtful transition strategies for family businesses and professional practices, ensuring continuity and stability.

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Elder Law

Guardianship, Medicaid planning, and elder care advocacy to protect vulnerable family members with dignity.

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30+

Years Serving Montana

About Our Firm

A Tradition of Excellence in Legal & Financial Counsel

William Burgdorfer & Associates PC has been a cornerstone of the Dillon legal community for over three decades. Our firm was founded on the principle that every client deserves personalized, diligent counsel—whether they are planning for retirement, navigating a business transition, or protecting their family's future.

Located in the heart of downtown Dillon, we serve clients throughout Southwest Montana with a practice that spans estate planning, business formation and advisory, tax strategy, and elder law. Our integrated approach ensures that legal and financial considerations work in harmony.

We believe that effective counsel begins with listening. Every situation is unique, and we take the time to understand your goals, concerns, and circumstances before crafting solutions that fit your life.

Personalized Client Relationships

Integrated Legal & Financial Services

Deep Roots in the Community

Transparent & Honest Counsel

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Our Process

A Thoughtful Approach to Your Counsel

Every engagement begins with understanding. Here is how we work with you from first contact to lasting results.

Discovery

We begin with a confidential consultation to understand your goals, concerns, and the unique aspects of your situation.

Analysis

Our team examines your circumstances thoroughly, identifying opportunities, risks, and the best strategies for your needs.

Strategy

We develop a customized plan with clear options, timelines, and fee structures so you can make informed decisions with confidence.

Execution

We implement the plan with precision and provide ongoing support to ensure your interests remain protected over time.

Client Stories

What Our Clients Say

The trust of our clients is the foundation of our practice. Here is what they have shared about working with us.

"William and his team guided our family through an estate plan that gave us real peace of mind. They took the time to explain everything clearly and made a complicated process feel manageable."

M.R.

Dillon, MT

"When we needed to transition our family business, the firm provided invaluable counsel. Their strategic thinking and attention to detail helped us navigate the process with confidence."

J.T.

Whitehall, MT

"The financial planning guidance we received was exceptional. They helped us see the big picture and develop a strategy that aligns with our long-term goals and values."

S.K.

Monida, MT

Take the Next Step

Ready to Protect What Matters Most?

Schedule a confidential consultation with William Burgdorfer & Associates PC and discover how we can help secure your future.

Call (406) 683-6119 Send a Message

Get in Touch

Contact Our Office

We welcome the opportunity to discuss your needs. Reach out by phone, email, or visit us in downtown Dillon.

Office Address

227 E Sebree St
Dillon, MT 59725

Phone

(406) 683-6119

Office Hours

Monday – Friday: 9:00 AM – 5:00 PM
Saturday – Sunday: By Appointment

Send Us a Message

Fill out the form below and we will respond within one business day. All inquiries are confidential.

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