Montana

> Wills & Estate Planning

Information and Forms

• 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)

• Employee Pensions

  General information about pensions. Content Detail

  By:

  Idaho Legal Aid Services, Inc.

• 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

  Learn about your rights and responsibilities when you have a Power of Attorney for someone else. Find tips for spotting exploitation, avoiding scams, and finding help from federal agencies. Read More

  By:

  Consumer Financial Protection Bureau

• Montana Legal Services Developer Program

  The Legal Services Developer, in the Office on Aging, provides elder law training and resources to seniors, family members, and social outreach workers. The program also provides pro bono and local legal services referrals, training materials and telephone assistance. Content Detail

  By:

  Montana Department of Public Health and Human Services (DPHHS)

• Railroad Retirement

  General information about railroad retirement. Content Detail

  By:

  Idaho Legal Aid Services, Inc.

• Revocable Living Trusts

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

  By:

  Montana State University Extension

• Revocation of Medical Power of Attorney

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

  By:

  Montana Legal Services Association (MLSA)

• Revocation of Power of Attorney

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

  By:

  Montana Legal Services Association (MLSA)

• 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. Read More

  By:

  Montana State University Extension

• 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