Find information and legal forms to get started on estate planning, including writing a will, advanced directive, power of attorney, beneficiary deed, and trusts in Montana.
Life Planning Documents (FAQ and Write-in-the-Blank Forms)
Learn about life planning documents, like a Power of Attorney, Advanced Directive, and Wills, and find free write-in-the-blank forms.
Power of Attorney in Montana (financial)
Information you should know when thinking about naming a power of attorney. Learn about your rights if you have a power of attorney, the risks, the rights and responsibilities of an agent, and more.
Dying Without a Will in Montana: Who Receives Your Property?
Learn about how your property will pass to family and friends if you die without a will in Montana.
What You Should Know When Writing a Will in Montana
Learn about wills in Montana, including legal terms you will need to know and things to think about when writing a will.
Using a Homestead Declaration to Protect Your Home from Creditors
Learn how you can use a Homestead Declaration protect your home from creditors.
Estate Planning in Montana: Getting Started
Learn about the six steps to getting started on estate planning. Download checklists to help you get started on writing your will.
Glossary of Estate Planning Terms
Learn definitions for estate planning terms used in Montana.
Tuesday Tips: A Series of 30-Minute Estate and Legacy Planning Webinars
30-Minute estate and legacy planning webinars happening every Tuesday at 11am Mountain Time.
Life Planning Documents (FAQ and Write-in-the-Blank Forms)
Learn about life planning documents, like a Power of Attorney, Advanced Directive, and Wills, and find free write-in-the-blank forms.
Health Care Power of Attorney (write-in-the-blank forms)
Download a Health Care Power of Attorney form that lets you appoint a health care agent to help you and make health care decisions for you.
Revocation of Medical Power of Attorney
A form to get rid of your medical power of attorney.
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.
Using a Homestead Declaration to Protect Your Home from Creditors
Learn how you can use a Homestead Declaration protect your home from creditors.