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Wills - Trusts - Powers of Attorney - Estate Planning - Probate

These forms may be used for personal, non-commercial purposes ONLY.



Power of Attorney Guide

Power of Attorney

Agent Certification

Advance Directive Packet

Legal Guide to Long-Term Care Planning 2012-2013

Sample Will (Word) (PDF)

Beneficiary Deed

Homestead Declaration

Homestead Declaration

Declaration of Homestead Abandonment

Living Will (Word) (PDF)

Revocation of Living Will (Word) (PDF

Durable Power of Attorney for Health Care and Medical Treatment (Word) (PDF)

Power of Attorney for Care, Custody, and Control of a Minor Child

Affidavit for Collection of Personal Property of Decedent

Affidavit for Collection of Personal Property Packet

Selected Montana Statutes about Wills, Trusts, Powers of Attorney, Estate Planning & Probate

Living Wills – “Montana Rights of the Terminally Ill Act”
M.C.A., Title 50, Chapter 9, Part 1

Wills and Who Gets Your Property if you Die Without a Will
M.C.A., Title 72, Chapter 2

Nonprobate Transfers: Multiple-Person Accounts, Payable on Death Accounts, Beneficiary Accounts
M.C.A., Title 72, Chapter 6

M.C.A., Title 72, Chapters 33-36

Probate and Administration of Estates
M.C.A., Title 72, Chapter 3

Montana Estate Tax
M.C.A., Title 72, Chapter 9  

Free Information on the Web about Wills, Trusts, Powers of Attorney, Estate Planning & Probate 

From Montana State University Extension Service

Glossary of Estate Planning Terms

Accessing A Deceased Person's Financial Accounts

Beneficiary Deeds in Montana

Custodial Accounts for Kids Under 21

Designating Beneficiaries

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

Interactive Tutorial

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

Inheriting an IRA: Planning techniques for primary beneficiaries

Inheriting an IRA: Planning techniques for successor beneficiaries

Letter of Last Instructions

Life Estate: A Useful Estate Planning Tool

Life Insurance - An Estate Planning Tool

Montana Rights of the Terminally Ill Act

Montana's End-of-Life Registry

Nonprobate Transfers

Power of Attorney


Revocable Living Trusts

Talking with Aging Parents about Finances

The Federal Estate Tax

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

Montana Legal Guide to Long Term Care Planning, from the Montana Senior and Long Term Care Division

From the Montana Department of Justice

From MontanaLawHelp.org

From Nolo.com

Recommended Books in the Law Library about Wills, Trusts, Powers of Attorney, Estate Planning & Probate 

Title: Estate Planning and Probate for the Paralegal/Legal Assistant in Montana
Author:Michael F. McMahon
Call #:KFM9140 .M33 (2000)

Title: The American Bar Association Guide to Wills and Estates: Everything You Need to Know about Wills, Trusts, Estates, and Taxes
Author: the American Bar Association
Call #: KF755.Z9 A43 (2000)

Title: How to Make Your Own Will: With Forms
Author: Mark Warda
Call #: KF755.Z9 W28 (2000)

Title: Attorney’s Reference File of Will and Trust Forms: Reference Manual
Author: Norwest Capital Management & Trust Company, Montana.
Call #: KFM9144 .A9 (1991)

Title: Planning Opportunities with Living Trusts in Montana
Author: Richard M. Baskett
Call #: KFM9144 .B54 (1994)

Title: Make Your Own Living Trust
Author: Denis Clifford
Call #: KF750.Z9 C43 (2000)

Title: Your Living Trust & Estate Plan: How to Maximize Your Family’s Assets and Protect Your Loved Ones
Author: Harvey J. Platt
Call #: KF750.Z9 P42 (1995)

Title: Power of Attorney Handbook
Author: Edward A. Haman
Call #: KF1347.Z9 H25 (2001)

Title: Health Care Powers of Attorney: An Introduction and Sample Form
Author: the American Bar Association Commission on Legal Problems of the Elderly.
Call #: KF1347.Z9 H3 (1990)

Title: How to Draft Effective Wills and Trusts for Your Clients in Montana
Author: Claudia D. Denker
Call #: KFM9144 .D35 (2005)

Title: How to Protect Assets During Life and Avoid Estate Tax at Death in Montana
Author: Brand G. Boyar
Call #: KFM9140.A75 H5 (2005)

Title: Federal Estate and Gift Taxation in a Nutshell
Author: John K. McNulty
Call #: KF6572.Z9 M3 (2003)

Title: Understanding Elder Law: Issues in Estate Planning, Medicaid, and Long-Term Care Benefits
Author: L. Rush Hunt
Call #: KF390.A4 H85 (2002)

Title: Montana Probate Forms
Author: David N. Niklas
Call #: KFM9144 .M68 (2005)

Title: Basic Probate Procedures and Practice in Montana
Author: Marvin James Knapstad
Call #: KFM9142 .B5 (1994)

Title: Executors and Personal Representatives: Rights and Responsibilities
Author: Margaret C. Jasper
Call #: KF765.Z9 .J25 (2003)

Title: How to Settle an Estate: A Manual for Executors and Trustees
Author: Charles Plotnick
Call #: KF765.Z9 P45 (2002, 1998)

Title: The Executor’s Handbook: A Step-by-Step Guide to Settling an Estate for Personal Representatives, Administrators, and Beneficiaries
Author: Theodore E. Hughes
Call #: KF765.Z9 H7 (2001)

Title: Probate Law
Author: Margaret C. Jasper
Call #: KF765.Z9 J27 (1997)

Title: Uniform Probate Code in a Nutshell
Author: Lawrence H. Averill
Call #: KF765.Z9 A94 (2001)

Title: BNA Tax Management Portfolio # 904: Probate and Administration of Decedents’ Estates
Author: Stephen P. Magowan
Call #: KF6285 .T39 NO. 904 (2000)

Title: The Probate Process from Start to Finish in Montana
Author: Elaine Hightower Galiardi
Call #: KFM9144 .P75 (2005)

To find more books on this and other legal topics, visit our online catalog or call or email us.

For more information, check out the Guide to Montana Legal Research.