Montana

> Estate Planning

Information and Forms

• 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. Read More

  By:

  Montana State University Extension

• 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. Read More

  By:

  Montana State University Extension

• 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. Read More

  By:

  Montana State University Extension

• Glossary of Estate Planning Terms

  Learn definitions for estate planning terms used in Montana. Read More

  By:

  Montana State University Extension

• 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

• 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

• Letter of Last Instructions

  Leaving a will won't always cover everything your survivors will need after you die. Learn about the instructions you should leave behind when you die to help your survivors settle your estate. Read More

  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

• Life Estate: A Useful Estate Planning Tool

  Information about life estates and how you can use them when writing a will. Read More

  By:

  Montana State University Extension

• Who Gets Grandma's Yellow Pie Plate? Transferring Non-Titled Property

  Information about how to deal with transferring things like photographs and family heirlooms. Content Detail

  By:

  Montana State University Extension

• Can I still make decisions if someone else has my Power of Attorney?

  Learn about your rights when you have a Power of Attorney. Read More

  By:

  Montana Legal Services Association (MLSA)

• Power of Attorney in Montana

  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. Read More

  By:

  Montana State University Extension

• Wills and Probate

  Information about wills and probate. Content Detail

  By:

  State Bar of Montana

• Reverse Mortgages: Get the Facts Before Cashing In On Your Home's Equity

  Information on reverse mortgages, how they work, and reporting possible fraud. Content Detail

  By:

  Federal Trade Commission (FTC)

• Area Agencies on Aging

  AAAs provide a network of organizations that serve the elderly population (60+) of their local area. There are 10 AAAs addressing health care, retirement, housing, employment, and community services. Content Detail

  By:

  Montana Department of Public Health and Human Services (DPHHS)