What Factors Decide Who Receives Your Property After You Die?
Resources
January 27, 2023
- Designating Beneficiaries to Avoid Probate. (MT199901HR) (2025)(PDF Version) (HTML Version-ADA Accessible)[Order Online] Learn about transferring your assets through contractual arrangements, such as
beneficiary designations commonly found in insurance policies, IRAs, employee benefits,
payable on death accounts and transfer on death accounts.
- Dying Without a Will in Montana: Who Receives Your Property? (MT198908HR) (2025) (PDF Version) (HTML Version-ADA Accessible) [Order Online] Includes legal terms and detailed examples of possible scenarios for distribution
of property should a person die before writing a will in Montana.
- Estate Planning in Montana: Getting Started. (MT199508HR) (2022) (PDF Version) (HTML Version-ADA Accessible) [Order Online]
Explains how--and why---to arrange for the future distribution of your property in Montana. - Dying Without a Will in Montana Interactive Website
Who receives your property if you pass away without a written will? Use this website to discover how your property will be distributed under Montana law if you are a Montana resident and if you pass away without a written will (as do 7 out of 10 Americans).
- Common Law Marriage & Estate Planning in Montana. (MT201408HR) (2024) (PDF Version) (HTML Version-ADA Accessible) [Order Online]
Explore Montana common law marriages from an estate planning perspective. Topics include: The definition of common law marriage, what establishes a common law marriage, what documentation is necessary for a common law marriage, and what amount the surviving spouse of a common law marriage inherits.- Affidavit of Common Law Marriage Form (PDF) Montana Judicial Branch
- Declaration of Marriage Form (PDF) Montana Department of Health and Human Services
- Property Ownership. (MT198907HR) (2025) (PDF Version) (HTML Version-ADA Accessible) [Order Online]
Describes the three main forms of property ownership in Montana, plus real-life examples of estate settlement for each.
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.
