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Montana Estate Planning Forms

Montana Estate Planning Forms

2007-8 Legal Guide to Long Term Care Planning
Accessing A Deceased Person’s Financial Accounts
Advance Directive Packet
Affidavit for Collection of Personal Property of Decedent
Affidavit for Collection of Personal Property Packet
Affidavit of Service
Application for Informal Probate and Appointment of Personal Representative
Application for Informal Probate of Will and Appointment of Personal Representative
Beneficiary Deed
Beneficiary Deeds in Montana
Custodial Accounts for Kids Under 21
Designating Beneficiaries
Dying Without a Will in Montana: Who Receives Your Property?
Estate Planning for Families with Minor Children
Estate Planning in Montana: Getting Started
Estate Planning: Property Ownership
Estate Planning: Wills
Gifting: A Property Transfer Tool of Estate Planning
Gifting: A Property Transfer Tool of Estate Planning
Gifting: A Property Transfer Tool of Estate Planning
Gifting: A Property Transfer Tool of Estate Planning
Glossary of Estate Planning Terms
Homestead Declaration
Inheriting an IRA: Planning techniques for successor beneficiaries
Letter of Last Instructions
Letters
Life Estate: A Useful Estate Planning Tool
Life Insurance – An Estate Planning Tool
Living Will
Montana Rights of the Terminally Ill Act
Montana’s End-of-Life Registry
Nonprobate Transfers
Notice and Information to Heirs and Divisees
Notice to Creditors
Order Granting Hearing on Guardianship of a Minor
Order of Informal Probate and Appointment of Personal Representative
Order of Informal Probate of Will and Appointment of Personal Representative
Personal Representatives Sworn Statement to Close Estate
Power of Attorney for Care, Custody, and Control of a Minor Child
Power of Attorney Packet
Probate
Proof of Service by Publication
Revocable Living Trusts
Revocation of Living Will
Revocation of Power of Attorney
Sample Will
Statutory Short Form of Power of Attorney
Talking with Aging Parents about Finances
Transferring Farm or Ranch Property to the Next Generation Through a QTIP Trust
Using a Bypass Trust to Provide for Children from a Previous Marriage
Using a Homestead Declaration to Protect Your Home from Creditors
What is a Personal Representative?
Who Gets Grandma’s Yellow Pie Plate? Transferring Non-titled Property

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