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There are 45 resources.

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Information

When a Loved One Dies: Legal and Financial Concerns This link opens a PDF file in a new window. If you do not have an accessible Acrobat Reader, a link is provided at the bottom of this page.

This link opens a PDF file in a new window. If you do not have an accessible Acrobat Reader, a link is provided at the bottom of this page.

(Separate Website)
Information about legal and financial things you should think about when a loved one dies: the immediate steps, administrative details, probate and executor duties, and tax basics.
By: USAA Educational Foundation (USAA)

A Guide for Your Survivors This link opens a PDF file in a new window. If you do not have an accessible Acrobat Reader, a link is provided at the bottom of this page.

(Separate Website)
This guide is designed to help you record important personal and financial information that your survivors will need upon your death.
By: USAA Educational Foundation (USAA)

Thinking the Unthinkable: What Everybody Needs to Know About Estate Planning This link opens a PDF file in a new window. If you do not have an accessible Acrobat Reader, a link is provided at the bottom of this page.

(Separate Website)
Information about how to plan for passing your assets on to your family or friends.
By: Financial Planning Association (FPA)

Probate

(Separate Website)
An introduction to the process of settling an estate, with or without a will, after a person dies.
By: Montana State University Extension

WILLS

Wills

This article describes what a will is and defines important estate planning terms.
By: Montana State University Extension

Wills and Probate (Separate Website)
Information about wills and probate.
By: State Bar of Montana

Who Gets Grandma's Yellow Pie Plate? Transferring Non-Titled Property This link opens a PDF file in a new window. If you do not have an accessible Acrobat Reader, a link is provided at the bottom of this page.

(Separate Website)
Information about how to deal with transferring things like photographs and family heirlooms.
By: Montana State University Extension Service (MSU Extension)

Dying Without a Will in Montana: Who Receives Your Property? This link opens a PDF file in a new window. If you do not have an accessible Acrobat Reader, a link is provided at the bottom of this page.

Information about how your property will pass to family and friends if you die without a will in Montana.
By: Montana State University Extension Service (MSU Extension)

TRUSTS

Adobe Acrobat Reader required. (If you are using a screen reader that does not support PDF format, copy the PDF link, and use the Access Adobe online form to convert this file to HMTL text.)

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