What You Can Do With a Will and What You Can't!
Resources
February 17, 2023
- Wills. (MT198906HR) (2023) (PDF Version) (HTML Version-ADA Accessible) [Order Online]
Outlines why a written will is necessary. Includes information about costs, restrictions and changes after its completion.- Acknowledgement of Fiduciary Relationship and Obligations Personal Representative, Guardian, or Conservator(PDF)
- Last Will and Testament-Single Individual Form (Montana Department of Public Health and Human Services, Legal Developer Program, Aging Services Division) (PDF)
- Last Will and Testament-Married Couple Forms (Montana Department of Public Health and Human Services, Legal Developer Program,
Aging Services Division) (PDF)
- Letter of Last Instructions. (MT198904HR) (2022) (PDF Version) (HTML Version-ADA Accessible) [Order Online]
Explains what should be included in a letter of last instructions to assist survivors after the death of the writer.- Letter of Last Instructions Worksheet: (2022) A worksheet to fill in the necessary information to help prepare the Letter
of Last Instructions that pertains to your situation. (PDF)
- Letter of Last Instructions Worksheet: (2022) A worksheet to fill in the necessary information to help prepare the Letter
of Last Instructions that pertains to your situation. (PDF)
- Estate Planning Tools for Owners of Pets & Companion Animals or Service Animals. (MT201405HR) (2025) (PDF Version) (HTML Version-ADA Accessible) [Order Online]
Outlines legal options for owners who plan to name a caregiver for their companion animals, service animals and/or pets in case of the owner’s death or incapacitation.
- Who Gets Grandma's Yellow Pie Plate? Transferring Non-Titled Property (MT199701HR) (2023) (PDF Version) (HTML Version-ADA Accessible)[Order Online]Explains how to deal with some of the issues that may arise with the transfer of non-titled
property such as photographs, jewelry, books, and other family heirlooms among family
members.
- Montana Legal Developer Forms
https://dphhs.mt.gov/sltc/aging/legalservicesdeveloper/disclaimer
Estate Planning Website
For further information, visit the Estate Planning website at www.montana.edu/estateplanning.
This website provides current information about estate planning for Montanans who
are interested in learning by attending webinars, in-person workshops, viewing MSU
Extension MontGuides and other bulletins, and other information.