Estate Planning
Montguides
Getting Started
A Glossary of Estate Planning Terms
Your Important Papers: What to Keep and Where
Personal Representative Responsibilities
Power of Attorney & Wills
Selecting an Attorney in Montana to Develop an Estate Plan or Administer an Estate (Probate)
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
Deeds
Property Ownership: Estate Planning
Transfer on Death Deeds in Montana
Gifting: A Property Transfer Tool of Estate Planning
Trusts
Using Trusts in an Estate Plan to Provide for Children from Blended Families
Healthcare
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
Taxes
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
