Getting Started

A Glossary of Estate Planning Terms

Your Important Papers: What to Keep and Where

Probate in Montana

Personal Representative Responsibilities

Power of Attorney & Wills

Selecting an Attorney in Montana to Develop an Estate Plan or Administer an Estate (Probate)

Power of Attorney (financial)

Letter of Last Instructions


Acknowledgement of Fiduciary Relationship and Obligations Personal 
Representative, Guardian, or Conservator-pdf

Last Will and Testament-Single Individual Form-pdf

Last Will and Testament-Married Couple Forms-pdf


Property Ownership: Estate Planning

Transfer on Death Deeds in Montana

Quitclaim Deeds in Montana

Gifting: A Property Transfer Tool of Estate Planning



Using Trusts in an Estate Plan to Provide for Children from Blended Families

Revocable Living Trusts


Montana Rights of the Terminally Ill Act

Medicaid and Long-Term Care Costs


What Are Your Rights Over Your Remains?

Montana Body Donation Program: A Potential Component of an Estate Plan

Medicaid and Long-Term Care Costs

Financial, Estate, and Health Care Planning Documents for Montanans Concerned About Memory Loss

An Estate Planning Tool



Federal Estate Tax

Family Affairs

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

Custodial Accounts for Children Under Age 21: Montana Uniform Transfers to Minors Act (UTMA

Talking with Aging Parents about Finances

Estate Planning for Families with Minor and/or Children with Special Needs