Montana Estate Planning Resources
In-depth guides covering Montana probate laws, trust requirements, and estate planning strategies.
In-depth guides covering Montana probate laws, trust requirements, and estate planning strategies.
How to open probate in Montana: petition the District Court and request Letters Testamentary or Letters of Administration. Mont. Code Ann. §§ 72-3-201 to 72-3-225.
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Montana has no statewide fillable form; we draft the petition from Mont. Code Ann. §§ 72-3-201 to 72-3-225.
The state where the decedent was domiciled. Only states where a self-represented filer can prepare this document are listed.
How you are related to the person who died. Being named executor in the will is asked separately.
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In Montana, you file a petition with District Court to open probate.Mont. Code Ann. §§ 72-3-201 to 72-3-225 (informal probate & appointment); §§ 72-3-301 to 72-3-321 (formal testacy & appointment); §§ 72-3-501 to 72-3-518 (PR appointment, qualification, bond)Verified Jul 15, 2026 Clerk of the district court issues Letters Testamentary (with a will) or Letters of Administration (no will) once the court grants the appointment. See how appointment works in Montana.
You cannot fill out Letters — they are issued by the court. The document you prepare and file is the petition (or application) for probate and for Letters. This tool prepares that petition for Montana.
No. Montana has no statewide fillable petition form, so the petition is drafted to the contents required by Mont. Code Ann. §§ 72-3-201 to 72-3-225. After downloading, review and sign it, then file it with District Court.
Not as a self-represented filer. Montana has probate e-filing, but it is not open to self-represented litigants — you file on paper with the court. E-filing is the attorney channel and is explicitly unavailable to self-represented litigants ("E-filing is not available to self-represented litigants at this time"). Pro se filers submit paper documents to the clerk of district court; a clerk may not refuse a self-represented filer’s paper solely for non-conformance with formatting rules.
Along with the petition, Montana typically requires: Certified copy of the death certificate; Original will and any codicils, if the decedent left a will; Verified Application for Informal Appointment of Personal Representative; Statement of acceptance of the appointment by the personal representative; Acknowledgment of Fiduciary Relationship and Obligations.
Get a complete guide for your specific circumstances.

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