Free Montana forms for planning an estate or settling one: a will, trust, powers of attorney, TOD deed, and the probate forms an executor files.
Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.
In Montana, a will is signed before 2MCA § 72-2-522Verified Sep 16, 2026View source witnesses, and a self-proving affidavit signed with it lets the court admit it without witness testimonyMCA § 72-2-522Verified Sep 16, 2026View source.
Montana requires 2Mont. Code Ann. § 50-9-103Verified Oct 15, 2026View source witnesses for a healthcare power of attorney; notarization is not requiredMont. Code Ann. § 50-9-103Verified Oct 15, 2026View source.
Montana treats a power of attorney as durable by defaultMCA § 72-31-305Verified Sep 18, 2026View source, and it is signed with no witness or notary requirementMCA § 72-31-305Verified Sep 18, 2026View source.
In Montana, a pour-over will is signed before 2MCA § 72-2-522Verified Sep 16, 2026View source witnesses and moves anything left outside the trust into it through probate.
Free calculators and checklists for planning or settling an estate in Montana: will and trust costs, probate, executor pay, and inheritance taxes.
In Montana, a will-based plan pays probate attorney fees of typically 1.8%MCA § 72-3-634 (court review of reasonableness of compensation of persons employed by the personal representative, including attorneys); § 72-3-632 (reasonable attorney fees in estate litigation); former § 72-3-633 repealed by Sec. 105, Ch. 313, L. 2019Verified Sep 8, 2026View source to 2.9%MCA § 72-3-634 (court review of reasonableness of compensation of persons employed by the personal representative, including attorneys); § 72-3-632 (reasonable attorney fees in estate litigation); former § 72-3-633 repealed by Sec. 105, Ch. 313, L. 2019Verified Sep 8, 2026View source of the estate; a funded revocable trust keeps those assets out of probate and off that fee.
Probate in Montana takes 4 months to 6 months for a simple estate and charges attorney fees of typically 1.8%MCA § 72-3-634 (court review of reasonableness of compensation of persons employed by the personal representative, including attorneys); § 72-3-632 (reasonable attorney fees in estate litigation); former § 72-3-633 repealed by Sec. 105, Ch. 313, L. 2019Verified Sep 8, 2026View source to 2.9%MCA § 72-3-634 (court review of reasonableness of compensation of persons employed by the personal representative, including attorneys); § 72-3-632 (reasonable attorney fees in estate litigation); former § 72-3-633 repealed by Sec. 105, Ch. 313, L. 2019Verified Sep 8, 2026View source of the estate; assets held in a revocable trust skip both.
An attorney-prepared revocable trust in Montana runs $3,620Estimate: 10 hours at $362, Clio's Montana Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $5,430Estimate: 15 hours at $362, Clio's Montana Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source and a simple will $957Estimate: 3 hours at $319, Clio's Montana Wills and Estates rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $1,914Estimate: 6 hours at $319, Clio's Montana Wills and Estates rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source, against $0 to $549 up front plus a subscription with an online service.
Probate on a $500,000 estate in Montana costs an estimated $24,934MCA § 72-3-634 (court review of reasonableness of compensation of persons employed by the personal representative, including attorneys); § 72-3-632 (reasonable attorney fees in estate litigation); former § 72-3-633 repealed by Sec. 105, Ch. 313, L. 2019Verified Sep 8, 2026View source. Attorney fees run 1.8%MCA § 72-3-634 (court review of reasonableness of compensation of persons employed by the personal representative, including attorneys); § 72-3-632 (reasonable attorney fees in estate litigation); former § 72-3-633 repealed by Sec. 105, Ch. 313, L. 2019Verified Sep 8, 2026View source to 2.9%MCA § 72-3-634 (court review of reasonableness of compensation of persons employed by the personal representative, including attorneys); § 72-3-632 (reasonable attorney fees in estate litigation); former § 72-3-633 repealed by Sec. 105, Ch. 313, L. 2019Verified Sep 8, 2026View source of the estate under a reasonable-compensation standard.
Montana automatically revokes an ex-spouse as beneficiary at divorceMCA § 72-2-814Verified Sep 15, 2026View source; employer plans under ERISA follow federal rules either way, so a 401(k) beneficiary changes only by a new designation.
Probate on a $500,000 estate in Montana costs an estimated $24,934MCA § 72-3-634 (court review of reasonableness of compensation of persons employed by the personal representative, including attorneys); § 72-3-632 (reasonable attorney fees in estate litigation); former § 72-3-633 repealed by Sec. 105, Ch. 313, L. 2019Verified Sep 8, 2026View source and takes 4 months to 6 months for a simple estate, with attorney fees of typically 1.8%MCA § 72-3-634 (court review of reasonableness of compensation of persons employed by the personal representative, including attorneys); § 72-3-632 (reasonable attorney fees in estate litigation); former § 72-3-633 repealed by Sec. 105, Ch. 313, L. 2019Verified Sep 8, 2026View source to 2.9%MCA § 72-3-634 (court review of reasonableness of compensation of persons employed by the personal representative, including attorneys); § 72-3-632 (reasonable attorney fees in estate litigation); former § 72-3-633 repealed by Sec. 105, Ch. 313, L. 2019Verified Sep 8, 2026View source of the estate. Estates under $100,000MCA § 72-3-1101Verified Sep 8, 2026View source can use a small-estate procedure instead.
50 estate planning firms in Montana, by county and firm type.
Firm listings are for informational purposes only. SimplyTrust does not endorse or recommend any specific firm or attorney. Contact firms directly to discuss your situation and verify their current practice areas and availability.
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50 firms
FirmLivingston, MT
Established in 1954, this Livingston firm provides estate planning, probate, trusts and estates, real estate, banking, business law, and agricultural law services to Park County and surrounding areas. Received the highest rating through Martindale-Hubbell.
PracticesEstate PlanningProbateBusiness LawReal EstateWills Trusts
FirmGlasgow, MT
Glasgow law firm providing estate planning services including wills, trusts, powers of attorney, and property transfer. Also handles real estate, personal injury, and civil litigation. Serves northeastern Montana from the Valley County seat.
PracticesEstate PlanningProbateReal EstateWills Trusts
FirmHavre, MT
Havre law firm serving the Hi-Line region of Montana since 2017. Provides corporate and business planning, wills and estate planning, probates, real estate transactions, and civil litigation services. Serves Montana from the Hi-Line to Missoula and beyond.
PracticesEstate PlanningProbateReal EstateWills Trusts
FirmGreat Falls, MT
Serves Great Falls and north-central Montana (Cascade County, Eighth Judicial District) from its offices on Central Avenue, handling estate planning, wills, and probate administration for personal representatives. Attorneys pair estate work with business, transition, and gift-tax planning. One of Montana's oldest firms, founded in 1911.
PracticesEstate PlanningProbateBusiness Succession
FirmWhitefish, MT
Serves northwest Montana from Whitefish (Flathead County, Eleventh Judicial District), handling probate, will and trust drafting, and real estate transfers alongside its family-law practice. Attorneys assist personal representatives and beneficiaries through estate administration. Practicing in the Flathead Valley since 1979.
PracticesEstate PlanningProbateTax PlanningReal EstateWills Trusts
Solo PracticeHelena, MT
Helena attorney helping individuals, families, and businesses protect their assets and preserve their legacy for the next generation with customized estate planning and business documents.
PracticesEstate PlanningTrust AdministrationProbateBusiness LawReal Estate
FirmPolson, MT
Polson law firm providing estate planning, wills, trusts, probate administration, durable powers of attorney, health care power of attorney, guardianship, and conservatorship services. Attorney Justin Kalmbach has been practicing since 2008, licensed in Alaska and Montana.
PracticesEstate PlanningProbateGuardianshipWills Trusts
FirmKalispell, MT
Serves the Flathead Valley from Kalispell (Flathead County, Eleventh Judicial District), handling probate, estate and succession planning, and estate, trust, and guardianship litigation. Attorneys regularly represent personal representatives and beneficiaries in will and trust disputes. A long-established Kalispell firm with dedicated estate-planning and probate practice groups.
PracticesEstate PlanningProbateWills Trusts
FirmMiles City, MT
Serving eastern Montana since 1971, including Miles City, Hysham, Colstrip, Forsyth, Jordan, Terry, Sidney, Glendive, Baker, Ekalaka, and Broadus. Practice areas include real estate, business services, contracts, probates, estate planning, oil and gas, minerals, guardianships and conservatorships.
PracticesEstate PlanningProbateGuardianshipReal Estate
FirmBozeman, MT
Downtown Bozeman firm, formerly Angel, Coil & Bartlett, counseling clients on wills, trusts, estate planning, and asset protection. Also handles estate administration and estate and trust litigation. Serves Southwest Montana including Bozeman, Big Sky, Big Timber, Ennis, Livingston, Gardiner, and Three Forks.
PracticesEstate PlanningProbateAsset ProtectionWills Trusts
Solo PracticeBillings, MT
Billings estate and elder-law practice serving Yellowstone County and the Thirteenth Judicial District, led by Sol Lovas, Montana's first Certified Elder Law Attorney (CELA). Handles post-death probate and trust administration, special-needs trusts, and Medicaid-eligibility work. Reduced fees are available for clients of limited means under federal poverty guidelines.
PracticesEstate PlanningProbateElder LawSpecial Needs Planningand 2 more
Solo PracticeSidney, MT
Sidney sole practitioner serving eastern Montana and western North Dakota. Practice covers estate planning, probate, real estate transactions, oil and gas, business organization, and general practice. Licensed in Montana since 1991 and North Dakota since 1992.
PracticesEstate PlanningProbateBusiness LawOil And GasReal Estate
FirmGreat Falls, MT
Great Falls general civil practice firm providing estate planning, probate, property law, and litigation services. Attorney William J. Levine focuses on property law, probate, estate planning, and family law.
PracticesEstate PlanningProbateReal Estate
FirmMissoula, MT
Missoula firm founded in 1975 serving western Montana. Handles probate administration for personal representatives and beneficiaries, wills, trusts, and succession planning, alongside its insurance and litigation practice. Estate-tax and business-succession work is led by Gerald W. Steinbrenner, a member of the Western Montana Estate Planning Council.
PracticesEstate PlanningTrust AdministrationProbateTax Planningand 3 more
FirmMissoula, MT
Missoula elder-law practice handling probate and estate administration to transfer property and assets after death. Serves clients throughout Montana, including Billings, Bozeman, Great Falls, Helena, Kalispell, and Missoula, with offices in Great Falls, Kalispell, Missoula, and Helena. Also covers estate planning, Medicaid planning, and guardianship.
PracticesEstate PlanningProbateElder LawGuardianshipand 2 more
FirmGreat Falls, MT
Great Falls law firm operating as Montana Estate Lawyers, focused on estate planning, estate administration, elder law, and business law. Dedicated practice helping Montana families with their estate planning needs.
PracticesEstate PlanningProbateElder LawGuardianshipWills Trusts
FirmHamilton, MT
Hamilton solo practice serving Ravalli County and the Bitterroot Valley. Drafts wills and trusts and handles probate and estate planning; also takes personal injury work. Free consultations on matters within those practice areas.
PracticesEstate PlanningProbate
FirmSidney, MT
Handles estate planning and probate from offices in Sidney and Billings, serving families across eastern Montana and western North Dakota (formerly Netzer, Krautter & Brown, P.C.). Prepares wills, trusts, and powers of attorney and guides personal representatives through estate administration, guardianship, and conservatorship. Mineral and oil-and-gas experience aids Bakken-region estates.
PracticesEstate PlanningProbateGuardianshipBusiness FormationReal Estate
FirmPolson, MT
Polson practice serving Lake County and the Mission Valley, led by Matthew H. O'Neill, admitted in Montana in 1982. Handles real estate transactions, estate planning, and probate. The firm publishes no website; reach it by phone or mail.
PracticesEstate PlanningProbateReal Estate
FirmPlentywood, MT
Northeastern Montana law firm established in 1955, serving Sheridan and Daniels counties. Provides estate planning, probate, wills, general trial practice, and oil and gas law services. Maintains a second office in Scobey.
PracticesEstate PlanningProbateReal EstateWills Trusts