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Revocable Living Trust for Montana ResidentsCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.Montana Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.Montana Codicil to a WillAdd, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.Montana Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.Montana Healthcare Power of AttorneyName someone to make medical decisions if you can't.Montana HIPAA ReleaseName who may receive your medical records, in the authorization federal law requires, with your state's rules for sensitive records. Free for every state.Montana Financial Power of AttorneyName someone to manage your finances if you can't.Montana Transfer on Death DeedTransfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.Lady Bird DeedKeep your home for life with the power to sell, and name who takes it at your death, in the deed your state recognizes. Available in 6 states.Montana Vehicle Transfer on DeathName a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.EIN ApplicationGet the tax ID number (EIN) banks require to open an estate account or trust account after someone dies.IRS Form 56Notify the IRS that you are the fiduciary of an estate, a trust or a person, or end a notice filed before, on the official form.IRS Form 1310Claim a refund due a deceased taxpayer on the official form, on the box the form routes you to, with what the form says to attach.Montana Petition for Probate and LettersOpen probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.Montana Notice to CreditorsNotify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.Renunciation of ExecutorDecline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.Montana Living WillState in advance which life-sustaining treatments you want or refuse, in the document your state recognizes, with signing instructions from the statute.Affidavit of HeirshipPrepare the sworn statement of a deceased person's family history and heirs for recording in the county land records, with your state's recording instructions.Montana Affidavit of DeathPut a joint owner's or a transfer on death deed owner's death on the land records with the affidavit your state's statute names, laid out for recording.Montana Small Estate AffidavitCollect a small estate's property without probate — the sworn affidavit presented to banks and other holders, with a presentation letter for each.Montana Estate InventoryPrepare the probate inventory of estate property — every asset at its date-of-death value, composed to your state's statute, with the state's filing or delivery instructions.Montana Estate ClosingPrepare the paperwork that closes the estate — the state's closing statement, petition for discharge, or final account, with the state's closing instructions and the optional federal forms.Letter of InstructionPrepare the letter a bank or insurer requests during estate settlement, addressed to its claims department.Digital Assets Recovery LetterPrepare a letter requesting a deceased person's online accounts, points, and balances from the program that holds them.
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I'm planning ahead
Montana Estate Planning Cost CalculatorCompare costs across estate planning providers including online services and attorneys.Montana Revocable Living Trust Cost CalculatorCompare revocable living trust costs across providers including online services and attorneys.Montana Will Cost CalculatorCompare will costs across providers plus probate costs your heirs will pay.Montana Life Insurance CalculatorCalculate your life insurance needs based on income, debts, and family situation.Montana Beneficiary Designation CheckerCheck how divorce, creditors, and state laws affect your beneficiary designations.Montana Name a Guardian GuideSee how a parent names a guardian for their minor children, what weight the court gives your choice, and your options for temporary care.Montana Burial & Cremation Law GuideSee who controls final arrangements, cremation and burial rules, and what your state allows.Montana Signing Requirements CheckerFind witness, notary, and remote signing requirements for all 50 states.Montana Document Portability CheckerCheck if estate planning documents signed in one state are valid in another.Montana Trust Need AssessmentFind out if a revocable trust makes sense based on your state, estate value, and family situation.Montana Avoid Probate GuideSee which of your assets pass outside probate under your state’s law, asset by asset, and what remains for the probate estate.Montana TOD Deed AssessmentFind out if a transfer on death deed can keep your property out of probate.Montana Vehicle TOD AssessmentFind out if you can name a beneficiary on your vehicle title to skip probate.Montana Trust or Will Decision ToolCompare the cost of probate vs a trust for your state and estate value.
Someone I love died
Montana Death Certificate CalculatorCalculate how many certified death certificates you need and see ordering info for your state.Montana Probate Decision ToolFind out if an estate needs probate or qualifies for simplified procedures.Montana Joint Tenancy Survivorship GuideSee what your state records when a joint tenant with right of survivorship dies: an affidavit, the death certificate or a new deed.Montana Estate Settlement PlanPersonalized plan for settling an estate after someone passes away.Montana What to Do When Someone Dies ChecklistA step-by-step checklist for the days, weeks, and months after a death, with state rules noted where they apply.
I'm an executor
Montana Probate Cost CalculatorEstimate attorney fees, executor fees, court costs, and timeline for probating an estate.Montana Executor Fee CalculatorCalculate how much an executor can charge for administering an estate.Montana Self-File Probate AssessmentWhether your state lets you open probate yourself, and what it costs with a lawyer and without one.Montana Letters Testamentary GuideSee the court that issues Letters Testamentary or Letters of Administration, the petition, the bond, and the documents to file.Montana Creditor Claims DeadlinesFind creditor claim deadlines, notice requirements, and payment priority order for your state.Montana Insolvent Estate CalculatorSee the order your state pays an insolvent estate's debts and which claims go unpaid.Montana Unclaimed Property Claim GuideSee where to search for a deceased person's unclaimed property and what each state asks an heir or executor to send.Montana Personal Property Value EstimatorEstimate the fair market value of household items for probate and see how it affects fees.
I'm a trustee
Montana Trustee Compensation CalculatorFind out what fair compensation looks like for serving as trustee.Montana Trust Settlement PlanPersonalized plan for settling a trust after the grantor passes away.
I'm inheriting
Montana Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.Montana Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.Montana Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.Montana Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.Montana Post-Death Tax Filing GuideFind out which tax returns need to be filed after someone dies and whether tax clearance is required.
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Montana Agencies
Medicaid Estate RecoveryUnclaimed PropertyUnemployment BenefitsPublic PensionsVital Records
Federal Agencies
Administration for Community Living (ACL)Black Lung Benefits ProgramBureau of Indian Affairs (BIA)Centers for Medicare & Medicaid Services (CMS)Consumer Financial Protection Bureau (CFPB)Defense Finance and Accounting Service (DFAS)Defense Health Agency (DHA)Department of Veterans Affairs (VA)DOD Casualty Assistance ProgramDrug Enforcement Administration (DEA)Energy Employees Occupational Illness Program (EEOICPA)Federal Aviation Administration (FAA)Federal Communications Commission (FCC)Federal Deposit Insurance Corporation (FDIC)Federal Election Commission (FEC)Federal Emergency Management Agency (FEMA)Federal Student Aid (FSA)Federal Trade Commission (FTC)Indian Health Service (IHS)Internal Revenue Service (IRS)National Credit Union Administration (NCUA)National Personnel Records Center (NPRC)National Transportation Safety Board (NTSB)NOAA Commissioned Officer CorpsOffice of Personnel Management (OPM)Pension Benefit Guaranty Corporation (PBGC)Radiation Exposure Compensation Program (RECA)Railroad Retirement Board (RRB)September 11th Victim Compensation Fund (9/11 VCF)Social Security Administration (SSA)Thrift Savings Plan (TSP)Transportation Security Administration (TSA)U.S. Citizenship and Immigration Services (USCIS)U.S. Coast Guard Casualty Assistance ProgramU.S. Copyright OfficeU.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of StateU.S. Department of the TreasuryU.S. Patent and Trademark Office (USPTO)U.S. Public Health Service Commissioned Corps (PHS)U.S. Securities and Exchange Commission (SEC)U.S. Small Business Administration (SBA)United States Postal Service (USPS)USDA Farm Service Agency (FSA)
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Browse all Montana institutions
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OverviewEstate Law
Forms
Revocable Living Trust for Montana ResidentsMontana Last Will and TestamentMontana Codicil to a WillMontana Pour-Over WillMontana Healthcare Power of AttorneyMontana HIPAA ReleaseMontana Financial Power of AttorneyMontana Transfer on Death DeedLady Bird DeedMontana Vehicle Transfer on DeathEIN ApplicationIRS Form 56IRS Form 1310Montana Petition for Probate and LettersMontana Notice to CreditorsRenunciation of ExecutorMontana Living WillAffidavit of HeirshipMontana Affidavit of DeathMontana Small Estate AffidavitMontana Estate InventoryMontana Estate ClosingLetter of InstructionDigital Assets Recovery Letter
I'm planning ahead
Montana Estate Planning Cost CalculatorMontana Revocable Living Trust Cost CalculatorMontana Will Cost CalculatorMontana Life Insurance CalculatorMontana Beneficiary Designation CheckerMontana Name a Guardian GuideMontana Burial & Cremation Law GuideMontana Signing Requirements CheckerMontana Document Portability CheckerMontana Trust Need AssessmentMontana Avoid Probate GuideMontana TOD Deed AssessmentMontana Vehicle TOD AssessmentMontana Trust or Will Decision Tool
Someone I love died
Montana Death Certificate CalculatorMontana Probate Decision ToolMontana Joint Tenancy Survivorship GuideMontana Estate Settlement PlanMontana What to Do When Someone Dies Checklist
I'm an executor
Montana Probate Cost CalculatorMontana Executor Fee CalculatorMontana Self-File Probate AssessmentMontana Letters Testamentary GuideMontana Creditor Claims DeadlinesMontana Insolvent Estate CalculatorMontana Unclaimed Property Claim GuideMontana Personal Property Value Estimator
I'm a trustee
Montana Trustee Compensation CalculatorMontana Trust Settlement Plan
I'm inheriting
Montana Who Inherits CalculatorMontana Estate & Inheritance Tax CalculatorMontana Inheritance Tax GuideMontana Step-Up Basis CalculatorMontana Post-Death Tax Filing Guide
Montana Agencies
Medicaid Estate RecoveryUnclaimed PropertyUnemployment BenefitsPublic PensionsVital Records
Federal Agencies
Administration for Community Living (ACL)Black Lung Benefits ProgramBureau of Indian Affairs (BIA)Centers for Medicare & Medicaid Services (CMS)Consumer Financial Protection Bureau (CFPB)Defense Finance and Accounting Service (DFAS)Defense Health Agency (DHA)Department of Veterans Affairs (VA)DOD Casualty Assistance ProgramDrug Enforcement Administration (DEA)Energy Employees Occupational Illness Program (EEOICPA)Federal Aviation Administration (FAA)Federal Communications Commission (FCC)Federal Deposit Insurance Corporation (FDIC)Federal Election Commission (FEC)Federal Emergency Management Agency (FEMA)Federal Student Aid (FSA)Federal Trade Commission (FTC)Indian Health Service (IHS)Internal Revenue Service (IRS)National Credit Union Administration (NCUA)National Personnel Records Center (NPRC)National Transportation Safety Board (NTSB)NOAA Commissioned Officer CorpsOffice of Personnel Management (OPM)Pension Benefit Guaranty Corporation (PBGC)Radiation Exposure Compensation Program (RECA)Railroad Retirement Board (RRB)September 11th Victim Compensation Fund (9/11 VCF)Social Security Administration (SSA)Thrift Savings Plan (TSP)Transportation Security Administration (TSA)U.S. Citizenship and Immigration Services (USCIS)U.S. Coast Guard Casualty Assistance ProgramU.S. Copyright OfficeU.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of StateU.S. Department of the TreasuryU.S. Patent and Trademark Office (USPTO)U.S. Public Health Service Commissioned Corps (PHS)U.S. Securities and Exchange Commission (SEC)U.S. Small Business Administration (SBA)United States Postal Service (USPS)USDA Farm Service Agency (FSA)
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Home→Financial Institutions→Montana

Estate Planning and Financial Institutions in Montana

The 15 regional and state-based institutions serving Montana: how each handles beneficiaries, trust funding, and death claims. National and online-only institutions serve every state and are listed in the full directory.

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All Categories781Banks261Brokerages85Credit Unions175Insurance Companies123Retirement Plan Providers45Annuity Providers36Transfer Agents5State Pension Systems7Mortgage Servicers25Student Loan Servicers13Auto Finance Companies28HSA Providers4Crypto Platforms13Credit Card Issuers17Personal Loan Lenders11Buy Now, Pay Later7Credit Bureaus4

15 institutions serving Montana

Black Hills FCU

Black Hills FCU logo

Credit Union serving South Dakota, Wyoming and Montana

Black Hills FCU

Bravera Bank

Bravera Bank logo

Bank serving North Dakota, Montana and Minnesota

Bravera Bank

Clearwater Credit Union

Clearwater Credit Union logo

Credit Union serving Montana

Clearwater Credit Union

CSAA Insurance

CSAA Insurance logo

Insurance Company serving the West, Northeast, and more

CSAA Insurance

D.A. Davidson

D.A. Davidson logo

Brokerage serving the West, Midwest, and more

D.A. Davidson

Farm Bureau Financial

Farm Bureau Financial logo

Insurance Company serving the Midwest, West, and more

Farm Bureau Financial

First Interstate

First Interstate logo

Bank serving the West and Midwest

First Interstate

First Western Trust

First Western Trust logo

Bank serving the West and Southwest

First Western Trust

Glacier Bancorp

Glacier Bancorp logo

Bank serving the West and Southwest

Glacier Bancorp

Glacier Bank

Glacier Bank logo

Bank serving Montana

Glacier Bank

Great Plains Life

Great Plains Life logo

Insurance Company serving the Midwest and West

Great Plains Life

Mountain America

Mountain America logo

Credit Union serving the West and Southwest

Mountain America

Opportunity Bank of Montana

Opportunity Bank of Montana logo

Bank serving Montana

Opportunity Bank of Montana

Stockman Bank

Stockman Bank logo

Bank serving Montana

Stockman Bank

Whitefish CU

Whitefish CU logo

Credit Union serving Montana

Whitefish CU

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