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Nick Montague

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Licensed in Iowa, Nebraska, Missouri

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Omaha Attorney in Estate Planning

Estate Planning Practice Area Leader

Creating Your Legacy

Nick Montague provides personalized estate planning to individuals and families throughout Iowa, Nebraska, Missouri and Montana. As an Omaha attorney for Goosmann Trust Law Counsel, a boutique estate and business succession planning department within the full-service law firm, Nick assists clients with developing the peace of mind to know that their assets and family members will be taken care of when they are gone. Within the Goosmann Trust Law Counsel, Nick has experience in all aspects of estate planning, including the use of revocable trusts, irrevocable trusts, wills, and powers of attorney. Nick is client-focused and works to improve his knowledge of planning and succession with everything that he does. He has developed and presented numerous estate planning seminars. All of which are focused on client solutions. In looking for an advocate for you and your family, Nick will stand up for you and find client-centered solutions to your problems- worth it!

Nick understands that not every family is the same. Because of this, he works tirelessly to learn about the needs and wishes of each client. After learning about his clients and their families, Nick crafts a holistic estate planning strategy that centers around their needs. He focuses on helping individuals and families plan for the unexpected and the inevitable through holistic estate planning approaches.

“My estate planning career started with a hug. The first client that ever hired me to help with her estate planning needs had been recently widowed. She was faced with mourning the loss of a loved one while trying to navigate the legal system. We spent hours trying to undo the mess that failing to plan had created. Over the course of our conversations, I learned about her life and the lives of her late husband and children. I helped educate her about the importance of holistic estate planning and together we addressed her concerns and needs. When the final meeting ended, she walked around the table and gave me a hug. My very first client had an incredible effect on me and I began to approach estate planning in a whole new manner. I realized that estate planning is more about relationships and telling your story than it is about documents.”

Nick believes that we all have a story to tell and a legacy to leave. Proactive estate planning allows you to tell your story and protect your legacy. Nick focuses on taking a holistic approach to estate planning by first looking at the larger picture which allows the final plan to be custom-tailored to meet your unique situation. In developing lasting relationships with his clients, Nick allows you to take a deep breath because you have a plan for the unexpected and the inevitable.

LICENSED IN: Iowa, Nebraska, Missouri, Montana

Nick’s “Why”

Each day, Nick is reminded why he chose estate planning when he sees his wife Malorie, and son Colton James. He enjoys connecting with people from all walks of life. In fact, Nick has even come face to face with Dwayne “The Rock” Johnson at a Waffle House!

Bar Admissions

  • State: Iowa, Nebraska, Missouri, Montana
Employment
  • Legacy Design Strategies - Omaha, NE
    • Associate Attorney, November 2014 - January 2018
      • Assisted clients with all aspects of estate planning including the use of revocable living trusts, irrevocable trusts, wills, and powers of attorney.
      • Developed and presented multiple estate planning seminars focused on client solutions.
      • Created a marketing strategy directed toward financial and insurance professionals to further referral sources.
Education
  • American College of Financial Services, Chartered Advisor in Philanthropy, December 2019
  • Creighton University School of Law, Juris Doctor, May 2013
  • University of Arkansas, Bachelor of Arts, Criminal Justice, May 2010
Memberships
  • Association for Corporate Growth (ACG)
  • Center Sphere
  • WealthCounsel
  • Iowa State Bar Association
  • Nebraska State Bar Association
  • Missouri Bar Association
  • Montana Bar Association

Achievements

  • Super Lawyers Rising Star, 2018, 2019, 2020

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Awards
  • Best Lawyers - Ones to watch
    Best Lawyers - Ones to watch
  • Super Lawyers - 2021
    Super Lawyers - 2021
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