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Information and Forms

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.

  • 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
  • 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
  • Beneficiary Deeds in Montana

    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. Read More

    By:
    Montana State University Extension
  • 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
  • Using a Homestead Declaration to Protect Your Home from Creditors

    Learn how you can use a Homestead Declaration protect your home from creditors. Read More

    By:
    Montana State University Extension
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