MontanaMontana

Life and Estate Planning

Information and Forms

  • Accessing a Deceased Person's Financial Accounts

    This article briefly describes how a successor can acquire a deceased person's financial accounts under Montana law. Content Detail

    By:
    Montana State University Extension
  • 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
  • Beneficiary Deeds

    Beneficiary deeds allow owners of land and buildings in Montana to pass their property to one or more beneficiaries at the time of the owner's death, without probate. Content Detail

    By:
    Montana State University Extension
  • Durable Power of Attorney Abuse

    Describes abuse of a power of attorney and how the victim or victim's family can get help. Content Detail

    By:
    National Center on Elder Abuse/ABA Commission on Law and Aging
  • Dying Without a Will in Montana: Who Receives Your Property?

    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
  • 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
  • Estate Planning in Montana: Getting Started

    Information on the six steps to estate planning and a checklist of 20 objectives that can be met by using an estate. Content Detail

    By:
    Montana State University Extension
  • 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
  • Glossary of Estate Planning Terms

    This is a list of the definitions of some estate planning terms that may be unfamiliar to you. Content Detail

    By:
    Montana State University Extension
  • Letter of Last Instructions

    Information about what you should include in a letter of last instructions to assist survivors after your death. Content Detail

    By:
    Montana State University Extension
  • Life Estate: A Useful Estate Planning Tool

    Information about estates and how they can be used to meet your objectives. 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)
  • 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
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