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State Law Library of Montana

Probate – Administering The Estate of a Deceased Person

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

**For information on Wills and Estate Planning, click here.

• Forms
  • Affidavit for Collection of Personal Property of Decedent

  • Informal Probate – With a Will Packet
    • Application for Informal Probate of Will and Appointment of Personal Representative
    • Order of Informal Probate of Will and Appointment of Personal Representative
    • Letters
    • Personal Representatives Sworn Statement ot Close Estate

  • Informal Probate – Without a Will Packet
    • Application for Informal Probate and Appointment of Personal Representative
    • Order of Informal Probate and Appointment of Personal Representative
    • Letters
    • Personal Representatives Sworn statement to Close Estate
• Selected Montana Statutes about Probate Law and Administering the Estate of a Deceased Person
  • Probate and Administration of Estates
    M.C.A., Title 72, Chapter 3

  • Intestacy – Who Gets the Deceased’s Property if there is no 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

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

• Free Information on the Web about Probate Law and Administering the Estate of a Deceased Person
  • From Montana State University Extension Service
    • Glossary of Estate Planning Terms
    • Probate
    • Non-Probate Transfers
    • Accessing a Deceased Person’s Financial Accounts
    • Dying without a Written Will in Montana: Who Receives Your Property?
    • Dying without a will (Interactive tutorial)
    • Personal Representatives

  • From www.MontanaLawHelp.org

  • From Nolo.com

• Recommended Books in the Law Library about Probate Law and Administering the Estate of a Deceased Person
  • Title: Montana Probate Forms
    Author: David N. Niklas
    Call #: KFM9144 .M68 (1997)

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

  • 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.