Download Resources (PDF)

  1. Designating Beneficiaries through Contractual Arrangements
    MSU Extension MontGuide
    (PDF Version) (HTML Version-ADA Accessible) [Order Online]
    Focuses on transferring assets through contractual arrangements, such as those commonly found with insurance policies, individual retirement accounts and employee benefit plans. 

  2. Dying Without a Will in Montana: Who Receives Your Property?

    (PDF Version) (HTML Version-ADA Accessible) [Order Online]
    Includes legal terms and detailed examples of possible scenarios for distribution of property should a person die before writing a will in Montana.

  3. Estate Planning: Getting Started
    MSU Extension MontGuide
    (PDF Version) (HTML Version-ADA Accessible) [Order Online]

  4.  Dying Without a Will in Montana Interactive Website

    Who receives your property if you pass away without a written will? Use this website to discover how your property will be distributed under Montana law if you are a Montana resident and if you pass away without a written will (as do 7 out of 10 Americans).

  5. Montana Common Law Marriage & Estate Planning
    (MSU Extension MontGuide)
    (PDF Version) (HTML Version-ADA Accessible)  [Order Online]
    Explores Montana common law marriages from an estate planning perspective. Topics include: The definition of common law marriage, what establishes a common law marriage, what documentation is necessary for a common law marriage, and what amount the surviving spouse of a common law marriage inherits.
  6. Property Ownership
    MSU Extension MontGuide
    (PDF Version) (HTML Version-ADA Accessible) [Order Online]
    Describes the three main forms of property ownership in Montana, plus real-life examples of estate settlement for each.

Estate Planning Website

For further information, visit the Estate Planning website at www.montana.edu/estateplanning

This website provides current information about estate planning for Montanans who are interested in learning by attending webinars, in-person workshops, viewing MSU Extension MontGuides and other bulletins, and other information.