About the Chapter
The Western Montana Chapter is a non profit organization dedicated to providing clients with professional services. We act as a neutral, objective third part, focusing on the best interest of the clients through sustainable management of assets and comprehensive case management. We serve individuals in the western half of Montana. Cities include Missoula, Hamilton, Polson, Kalispell, Great Falls and Helena, Lewistown and Clancy to name a few.
The Chapter is managed by a volunteer board of directors. The members are composed of people with backgrounds in human services, private business, certified public accounting and other related areas.
The Western Montana Chapter’s staff has a high reputation with the communities we serve and pride ourselves on being able to use our knowledge to benefit the people we serve.
For a brochure or more information on services provided by the Chapter please call or e-mail Melissa at 1-877-327-7886 or melissa@westernmontanachapter.org.
Services Provided
We act as payee for persons deemed by the U.S. Social Security Administration to need those services. Typically, such persons include those receiving Social Security, Supplemental Security Income (SSI), Social Security Disability Insurance (SSDI), and certain individuals receiving benefits from the Veteran's Administration.
We perform the role of court appointed conservator and guardian in regards to individuals found to lack the ability to handle their own affairs. We follow all the rules set up by the court including and initial inventory, yearly report and day to day management of a persons resources.
We act as trustee in regards to regular and special needs trusts (where SSI and Medicaid are protected) established to help maintain funds for an individual.
Our staff of social workers can provide case management services to people we work with. We pride ourselves on being able to provide both a service customized to meet and individual’s financial needs along with assisting in Medicaid, pharmacy plans, energy assistance, etc. We also can assist people in information about programs in our area and provide contact information to you regarding your specific needs.
Here is our referral form. (requires Adobe Reader 
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Fees and Funding
The Social Security Administration allows for the Western Montana Chapter, when acting as an individual's Payee, to collect $37 per month from the recipient's check for services rendered.
Case Management is billed at $45/hour. Trusts and conservatorships have a set up fee of $250 with a $65/hr charge for accounting services.
Download our full fee schedule (requires Adobe Reader ).
The Western Montana Chapter is a proud recipient of a grant from the Missoula Aging Services in Missoula, Montana. We have received grants from The Gallagher Western Montana Charitable Foundation, The F. Morris and Helen Silver Foundation and maintain a contract with The State of Montana/Adult Protective Services for our services
The Chapter is a 501(c)(3) non-profit corporation and donations may be tax deductible. Funds from grants and donations are used to provide services to individuals who are unable to pay our fees.
To find out about supporting our work, please contact Kevin Brown at kevin@westernmontanachapter.org.