MontanaMontana

Life and Estate Planning

Information and Forms

  • Advance Directive

    This Advance Directive can tell your family and health care providers your decisions if you get ill and cannot tell them yourself. Write-in-the-blank forms allow you to print out a form, then write your information into the form with a pen. Content Detail

    By:
    Montana Supreme Court Commission on Self Represented Litigants
  • End-of-Life Registry Service

    Montana's End-of-Life Registry stores advance health care directives (instructions for doctors and family members about the level of health care individuals want or do not want in the event that they become seriously ill and unable to speak for themselves). The Registry is secure and provides this service free of charge. Content Detail

    By:
    State of Montana Department of Justice
  • Fill-In-The-Blank Power of Attorney for Property Form

    This link will get you forms for power of attorney for property. These forms are ones you print out, then fill-in-the-blanks. This publication tells you about the power of attorney for property. This is the act of giving another person authority to act in your place. Content Detail

    By:
    Montana State University Extension
  • Link to Online Power of Attorney for Property Forms

    Create your own power of attorney for property form! This online, automated forms service helps you to make your own court forms. Content Detail

    By:
    Montana Legal Services Association (MLSA)
  • Montana Legal Guide to Long-Term Care Planning

    Information on issues related to long-term care planning. Topics include powers of attorney, estate planning, living trusts, advance directives (living wills) and guardianship and conservatorship. Content Detail

    By:
    DPHHS Aging Services Division-Legal Service Developer Program
  • Power of Attorney

    Information about giving another person the authority to make decisions for you through a document called the Power of Attorney. Content Detail

    By:
    Montana State University Extension
  • Probate

    An introduction to the process of settling an estate, with or without a will, after a person dies. Content Detail

    By:
    Montana State University Extension
  • Revocation of Medical Power of Attorney word

    A form to get rid of your medical power of attorney. Content Detail

    By:
    Montana Legal Services Association (MLSA)
  • Revocation of Power of Attorney word

    A form to get rid of your power of attorney. Content Detail

    By:
    Montana Legal Services Association (MLSA)
  • Thinking the Unthinkable: What Everybody Needs to Know About Estate Planning

    Information about how to plan for passing your assets on to your family or friends. Content Detail

    By:
    Financial Planning Association (FPA)
  • Dying Without a Will in Montana: Who Receives Your Property? PDF

    Information about how your property will pass to family and friends if you die without a will in Montana. Content Detail

    By:
    Montana State University Extension
  • Living Trust Scams

    How to avoid living trust scams. Content Detail

    By:
    State Bar of Montana
  • Living Trusts Offers: How To Make Sure They Are Trust-Worthy

    Information about Living Trusts and ways to make sure that you are not scammed. Content Detail

    By:
    Federal Trade Commission (FTC)
  • Managing Someone Else's Money guides

    Millions of Americans are managing money or property for a loved one who is unable to pay bills or make financial decisions. This can be very overwhelming. But, it’s also a great opportunity to help someone you care about, and protect them from scams and fraud. Find information about Power of Attorney, Court-Appointed Guardians, Trustees, and Government Fiduciaries (i.e. Social Security Payees). The guides help you to be a financial caregiver in three ways: - They walk you through your duties. - They tell you how to watch out for scams and financial exploitation, and what to do if your loved one is a victim. - They tell you where you can go for help. Read More

    By:
    Consumer Financial Protection Bureau
  • Revocable Living Trusts

    Information about the benefits, shortfalls, costs, and tax consequences of living trusts. Content Detail

    By:
    Montana State University Extension