INSTRUCTIONS: MONTANA ACCESSING A DECEASED PERSON'S FINANCIAL ACCOUNTS

This article discusses an informational packet made available by the Montana State University Extension program to discuss how to access a deceased person's financial accounts. The form can be found on the website maintained by the Montana State University Extension program.

Montana Accessing A Deceased Person's Financial Accounts Step 1: The first three paragraphs provide a general overview of the information contained in this document.

Montana Accessing A Deceased Person's Financial Accounts Step 2: The next four paragraphs concern procedures involved in accessing a deceased person's financial accounts.

Montana Accessing A Deceased Person's Financial Accounts Step 3: The next section concerns joint tenancy accounts.

Montana Accessing A Deceased Person's Financial Accounts Step 4: The next section concerns a single party account with a payable on death (POD) or transfer on death (TOD) registration.

Montana Accessing A Deceased Person's Financial Accounts Step 5: The next section concerns a single party account without a POD or TOD registration.

Montana Accessing A Deceased Person's Financial Accounts Step 6: The next section concerns procedures for estates with values over $50,000.

Montana Accessing A Deceased Person's Financial Accounts Step 7: The next section concerns procedures for estates with values of $50,000 or less. 

Montana Accessing A Deceased Person's Financial Accounts Step 8: The informational section of this packet concludes with a summary, disclaimer, acknowledgments, references and resources for further information.

Montana Accessing A Deceased Person's Financial Accounts Step 9: This document also contains an affidavit template that can be filed to collect personal property of the decedent, which is contained on the fourth page. On the first blank line of the affidavit, enter the name of the county in which you are filing.

Montana Accessing A Deceased Person's Financial Accounts Step 10: On the second blank line, enter the name of the successor.

Montana Accessing A Deceased Person's Financial Accounts Step 11: On line 1, enter the decedent's name and date of death.

Montana Accessing A Deceased Person's Financial Accounts Step 12: On line 5, enter the successor's name and describe the asset in question.

Montana Accessing A Deceased Person's Financial Accounts Step 13: On the next blank line, enter your name.

Montana Accessing A Deceased Person's Financial Accounts Step 14: The remainder of the affidavit should be completed by a notary public.