1. 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.

  2.  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. 

  3. Life Estate:  A Useful Estate Planning Tool. (MT200510HR) (2025) (PDF Version)(HTML Version-ADA Accessible)[Order Online]
    Explains how to allow someone to possess property during his/her lifetime before the estate passes on to another person or organization. 
  4. Life Insurance: An Estate Planning Tool. (MT199211HR) (2025)  (PDF Version) (HTML Version-ADA Accessible)  [Order Online]
    Explains when life insurance should be part of a family's estate plan. 
     
  5. Nonprobate Transfers. (MT199509HR) (2022) (PDF Version) (HTML Version-ADA Accessible) [Order Online]
    Describes the various forms of ownership Montana allows the deceased's property to bypass probate and transfer directly to beneficiaries such as payable on death designations on financial accounts and transfer on death registrations for stocks, bonds, and mutual funds. 
     
  6. 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.

  7. Power of Attorney (Financial) (MT199001HR) (2024) (PDF Version) (HTML Version-ADA Accessible) [Order Online]
    Explains how to give another person authority to make financial decisions for you through a legal document known as a power of attorney. Information about the Montana Uniform Power of Attorney Act passed by the Montana Legislature is provided. Features of the new Statutory Power of Attorney form are also explained. 
  8.  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.