Estate planning and settlement at Opportunity Bank of Montana
Fund a trust in branch and report a death at 1-888-750-2265
Opportunity Bank of Montana has 14 accounts, each with different rules for what happens when the account holder dies. The right combination of beneficiary designations and trust ownership can keep the entire portfolio out of probate.
Beneficiary management at Opportunity Bank of Montana is handled through direct contact.
Opportunity Bank of Montana has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Beneficiaries and trust funding
How to fund a trust in-branch, and review 14 account types at Opportunity Bank of Montana.
Preparing your estate →Death claim process
Report the death to Opportunity Bank of Montana's Customer Service at 1-888-750-2265. The page lists the steps and the documents to send.
When someone dies →Because Opportunity Bank of Montana serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Sources
(2)·
Data sourced from Opportunity Bank of Montana primary sources (25 pages reviewed). How we research.
Opportunity Bank of Montana customer support
Customer Service
Phone
Helena Prospect Branch (main office)
Lost or stolen card (weekends and after hours)
Hours
Office
Mailing address
Website
Estate planning articles
Learn how to protect your Opportunity Bank of Montana accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: will, living trust, pour-over will, powers of attorney and TOD deed. Prepare each form for your state and download the PDF.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Codicil to a Will
Add, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.
HIPAA Release
Name who may receive your medical records, in the authorization federal law requires, with your state's rules for sensitive records. Free for every state.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
Tools for Planning Your Estate
Free tools for planning your estate: will and trust costs, trust or TOD deed, and the signing rules. Run each tool for your state and read its answer.
How Do I Sign Estate Documents?
Find witness, notary, and remote signing requirements for all 50 states.
Will My Estate Documents Transfer?
Check if estate planning documents signed in one state are valid in another.
Trust or Will: Which Costs Less?
Compare the cost of probate vs a trust for your state and estate value.
How Much Does a Revocable Living Trust Cost?
Compare revocable living trust costs across providers including online services and attorneys.
How Much Does a Will Cost?
Compare will costs across providers plus probate costs your heirs will pay.
How Does SimplyTrust Compare to LegalZoom, Trust & Will, and Other Services?
Compare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.
