Montana · Estate & Probate
The Montana Wills, Trusts & Estates Guide
A guide to wills, trusts, and probate, covering Montana's unique laws, key documents, and the simplified process under the Uniform Probate Code.
2026-2027 Edition · Cited to Montana law · Plain language
Paperback · $19.99
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Add-on: Texas Wills & Powers of Attorney Pack · $39.99
Eleven editable forms that go with this guide, including a will, financial and medical powers of attorney and a living will, with a signing guide. Instant download; Word and PDF.
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Cited to the statute · Legal information, not legal advice
Montana wills, trusts, and estate planning, explained
Will requirements, holographic wills, intestate succession, living trusts, beneficiary deeds, powers of attorney, and living wills under Montana law.
ABOUT THIS BOOK
An estate plan decides who receives property, who manages it, and who makes decisions if illness strikes. Montana's laws set out what makes each document valid and how it works.
The Montana Wills, Trusts & Estates Guide explains estate planning under Title 72 of the Montana Code Annotated. It covers the requirements for a valid will, including two witnesses, when a handwritten holographic will is valid without witnesses, and how a self-proving affidavit simplifies probate. It explains Montana intestate succession and what happens when someone dies without a will.
The guide also explains:
• Revocable living trusts and trustee duties under the Montana Uniform Trust Code
• Certification of trust and trust decanting
• Beneficiary deeds for passing real estate outside probate
• Durable powers of attorney under the Montana Uniform Power of Attorney Act
• Advance directives and the declaration known as a living will
• Changing or revoking a will, and how no-contest clauses are treated
Each chapter is written from two perspectives: the person making a plan, and the executor, trustee, or beneficiary carrying it out. A real-world questions chapter and a toolkit with checklists, comparison tables, a glossary, and sample clauses round out the guide.
Legal information, not legal advice.
WHAT’S INSIDE
- The Foundation: Montana's Uniform Codes
- Wills and Intestate Succession: Directing Your Property
- Using Trusts in Montana Estate Planning
- Beyond the Will: Non-Probate Transfers and Incapacity Planning
- Exceptions, Defenses, and Special Circumstances
- Rights of Executor, Trustee or Beneficiary
- Step-by-step procedures from each side, with deadlines at a glance
- 25 real-world questions and answers
- Statute index, key court decisions and official forms
- Toolkit: checklists, comparison tables, glossary and common mistakes to avoid
WHY READERS TRUST THIS GUIDE
Plain language. Cited to the statute. Dated so you know it is current.
Every rule is cited to Montana law so you can verify it.
Cited, so you can check it
Every rule names the section of Montana law it comes from, so you can read the source yourself.
Plain language, no filler
Written to be read start to finish by someone with no legal training, with worked examples.
Dated and updated
Each guide carries a law-current date and new editions ship when the law changes.
Bonus toolkit
Register your book for this topic’s checklists, worksheets and starter template, as soon as they are ready.
QUESTIONS BEFORE YOU BUY
Montana will requirements: what to know before you order.
Straight answers about what the guide is, what it covers and how it reaches you.
How many witnesses does a will need in Montana?
A standard will needs at least two witnesses. A holographic will, with the signature and material portions in the testator's handwriting, needs none. The guide explains both.
Does a will need to be notarized in Montana?
No. Notarization is not required for validity, but a self-proving affidavit signed before a notary can make admitting the will to probate easier. The guide explains how it works.
Is this legal advice?
No. It is legal information in plain language, cited to the law, so you understand your options and know what to ask. Reading it creates no attorney-client relationship.
Is it written for Montana?
Yes. This guide is written for Montana law and cites the Montana statutes and rules it relies on. If your case is in another state, choose that state's edition.
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PLEASE READ
Legal information, not legal advice. STACKED LEGAL® is a publisher, not a law firm. Buying or reading this book creates no attorney-client relationship and promises no outcome. Laws change; verify current law and talk to a licensed attorney in Montana about your situation.
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