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Overview Estate Law

Browse all Montana attorneys

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 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 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 33 states and the District of Columbia.Montana Vehicle Transfer on DeathName a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.Montana EIN ApplicationGet the tax ID number (EIN) banks require to open an estate account or trust account after someone dies.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.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 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, with your state's filing or delivery instructions.Montana Estate ClosingPrepare the paperwork that closes the estate — the state's closing instrument with its 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 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 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 AssessmentFind out if you can handle probate yourself with estimated cost savings and a filing checklist.Montana Executor Appointment GuideSee the court, petition, bond, and documents needed to be appointed and receive your Letters.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 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 Recovery Unclaimed Property Unemployment Benefits Public Pensions Vital Records

Federal Agencies

Administration for Community Living (ACL)Black Lung Benefits Program Bureau 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 Program Drug 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 Corps Office 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 Program U.S. Copyright Office U.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of State U.S. Department of the Treasury U.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

Estate Planning Estate Settlement All resources

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Overview Estate Law

Forms

Revocable Living Trust for Montana Residents Montana Last Will and Testament Montana Pour-Over Will Montana Healthcare Power of Attorney Montana Financial Power of Attorney Montana Transfer on Death Deed Montana Vehicle Transfer on Death Montana EIN Application Montana Petition for Probate and Letters Montana Notice to Creditors Renunciation of Executor Affidavit of Heirship Montana Small Estate Affidavit Montana Estate Inventory Montana Estate Closing Letter of Instruction Digital Assets Recovery Letter

I'm planning ahead

Montana Estate Planning Cost Calculator Montana Revocable Living Trust Cost Calculator Montana Will Cost Calculator Montana Life Insurance Calculator Montana Beneficiary Designation Checker Montana Name a Guardian Guide Montana Burial & Cremation Law Guide Montana Signing Requirements Checker Montana Document Portability Checker Montana Trust Need Assessment Montana TOD Deed Assessment Montana Vehicle TOD Assessment Montana Trust or Will Decision Tool

Someone I love died

Montana Death Certificate Calculator Montana Probate Decision Tool Montana Estate Settlement Plan Montana What to Do When Someone Dies Checklist

I'm an executor

Montana Probate Cost Calculator Montana Executor Fee Calculator Montana Self-File Probate Assessment Montana Executor Appointment Guide Montana Creditor Claims Deadlines Montana Insolvent Estate Calculator Montana Personal Property Value Estimator

I'm a trustee

Montana Trustee Compensation Calculator Montana Trust Settlement Plan

I'm inheriting

Montana Who Inherits Calculator Montana Estate & Inheritance Tax Calculator Montana Inheritance Tax Guide Montana Step-Up Basis Calculator Montana Post-Death Tax Filing Guide

Montana Agencies

Medicaid Estate Recovery Unclaimed Property Unemployment Benefits Public Pensions Vital Records

Federal Agencies

Administration for Community Living (ACL)Black Lung Benefits Program Bureau 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 Program Drug 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 Corps Office 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 Program U.S. Copyright Office U.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of State U.S. Department of the Treasury U.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 Credit Unions in Montana

Estate planning procedures for financial institutions serving Montana. Find how to add beneficiaries, fund trusts, and file death claims.

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Category

All Categories710 Banks200 Brokerages85 Credit Unions165 Insurance Companies123 Retirement Plan Providers45 Annuity Providers36 Transfer Agents5 State Pension Systems7 Mortgage Servicers25 Student Loan Servicers13 Auto Finance Companies28 HSA Providers4 Crypto Platforms13 Credit Card Issuers17 Personal Loan Lenders11 Buy Now, Pay Later7 Credit Bureaus4

Coverage

11 institutions in Credit Unions serving Montana

Black Hills FCU

Credit Union serving South Dakota, Wyoming and Montana

Black Hills FCU

Mountain America

Credit Union serving the West and Southwest

Mountain America

Whitefish CU

Credit Union serving Montana

Whitefish CU

Alliant

Credit Union serving all 50 states

Alliant

Connexus

Credit Union serving all 50 states

Connexus

DCU

Credit Union serving all 50 states

DCU

Dow CU

Credit Union serving all 50 states

Dow CU

PenFed

Credit Union serving all 50 states

PenFed

Quorum FCU

Credit Union serving all 50 states

Quorum FCU

Teachers FCU

Credit Union serving all 50 states

Teachers FCU

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Healthcare Power of Attorney
Financial Power of Attorney
Transfer on Death Deed
Vehicle Transfer on Death

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