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Probate Guides & Estate Settlement Articles

Search probate guides, practical articles, and estate settlement resources.1447 in-depth guides • 105 blog posts

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Montana Power of Attorney
GuideMontanaSupport Guide24 min read

Montana Power of Attorney

A Montana power of attorney is durable by default and valid with your signature alone. A notary is optional, but a bank must accept a notarized one.

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Montana Probate Accounting
GuideMontanaSupport Guide20 min read

Montana Probate Accounting

Montana probate accounting: the inventory is due 9 months after appointment, and a sworn final accounting is required before the estate can close.

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Montana Probate Bond Requirements
GuideMontanaSupport Guide14 min read

Montana Probate Bond Requirements

A Montana probate bond is off by default in informal probate. MCA 72-3-513 lists three exceptions, and a demand over $5,000 can require one.

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Montana Probate Guide
GuideMontanaPillar Guide20 min read

Montana Probate Guide

How Montana probate works: the district court in all 56 counties, informal probate by the clerk, the $100 opening fee, and the 3-year limit to start.

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Montana Probate Inventory
GuideMontanaSupport Guide8 min read

Montana Probate Inventory

A Montana probate inventory is due 9 months after appointment under MCA 72-3-607. What to list, how to value it, and who gets a copy.

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Montana Probate Timeline
GuideMontanaSupport Guide20 min read

Montana Probate Timeline

Montana informal probate usually runs 7 to 12 months. Notice to creditors is mandatory, and the court can act on an estate open after 2 years.

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Montana Probate Without a Lawyer
GuideMontanaSupport Guide19 min read

Montana Probate Without a Lawyer

No Montana statute requires a lawyer for probate. The clerk grants informal probate, and the State Law Library posts packets for small estates.

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Montana Revocable Living Trust
GuideMontanaSupport Guide19 min read

Montana Revocable Living Trust

A Montana revocable living trust under MCA 72-38-601 to 72-38-606: how to create and fund one, the pour-over will, and its limits.

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Montana Small Estate Affidavit
GuideMontanaSupport Guide19 min read

Montana Small Estate Affidavit

Montana's small estate affidavit collects up to $100,000 of personal property 30 days after death, with no court filing. A house counts toward it.

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Montana Step-Up in Basis
GuideMontanaSupport Guide22 min read

Montana Step-Up in Basis

Montana step-up in basis: inherited assets reset to date-of-death value under IRC 1014, and Montana taxes a later long-term gain at 3.0% or 4.1%.

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