Estate Planning for Roosevelt County, Montana Property Owners

For most Roosevelt County homeowners, the house is what drags an estate into probate. A transfer-on-death deed or a living trust keeps it out—here is how to set up either one and record it locally.

For a Roosevelt County property owner, the biggest probate risk is the home itself. Real estate is what forces most families into the District Court. The two tools that keep a Roosevelt County home out of probate are a transfer-on-death deed recorded with the County Clerk and Recorder, and a revocable living trust that holds title to the property.

Skipping this planning step means the District Court decides who receives the property: a simple Montana probate takes 4+ months and opens with $100 in court filing fees. Montana also lets owners name a transfer-on-death beneficiary on vehicle titles, which keeps cars out of the same process.

Record a Transfer-on-Death Deed in Roosevelt County

A transfer on death deed names a beneficiary who receives Roosevelt County property automatically at the owner's death, without probate. It is recorded with the County Clerk and Recorder during the owner's lifetime and can be revoked at any time.

Before recording, a Montana transfer on death deed is signed with notary acknowledgmentMCA 72-6-401 to 72-6-418Verified Oct 18, 2026View source. The deed takes effect only if it is recorded before the owner's deathMCA 72-6-401 to 72-6-418Verified Oct 18, 2026View source.

Where to Record Property Documents

Deeds and other real property documents for Roosevelt County are recorded with the County Clerk and Recorder at 400 2nd Avenue South, Suite 105, Wolf Point, MT 59201. Phone: 1-406-653-6250. Hours: Monday-Friday 8:00 AM-5:00 PM.

The County Clerk and Recorder charges $20 for the first page plus $10 for each additional page. A 2-page transfer on death deed costs $30 to record in Roosevelt County. No transfer tax applies to a transfer on death deed.

Roosevelt County accepts electronic recording through Simplifile.

Recording Office Record

County Clerk and Recorder

Roosevelt County

Hours

Monday-Friday 8:00 AM-5:00 PM

Office

400 2nd Avenue South, Suite 105, Wolf Point, MT 59201

Fees

Recording fees

Base fee (first page)$20
Each additional page$10
Transfer tax on a TOD deedNo transfer tax applies to TOD deeds

MCA 7-4-2637 (fees for recording documents); MCA 7-4-2636 (standards for recorded documents); House Bill 192, 69th Legislature (2025) — Ch. 480, L. 2025 — fee increase effective October 1, 2025

Verified October 16, 2026 · Source

Estate Planning Attorneys Serving Roosevelt County

Solo PracticeSidney, MT

Lyle R. Panasuk Attorney at Law

Serves 4 counties

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

Office
107 East Main StreetSidney, MT 59270

FirmSidney, MT

Netzer Krautter Law Firm

Serves 6 counties

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

Office
1060 S Central Ave, Ste. 2Sidney, MT 59270

FirmPlentywood, MT

O'Toole & Olson Law Offices

Since 1955 · Serves 3 counties

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

Office
209 North Main StreetPlentywood, MT 59254

FirmMissoula, MT

BJM Law PLLC

Serves the whole state

Formerly Bjornson Jones Mungas, PLLC. Over fifty years of combined experience in transactional, business and corporate law, contracts, real estate law, estate planning and probate administration, finance, and tax law. Serves clients throughout Montana and Washington.

PracticesEstate PlanningTrust AdministrationProbateTax PlanningBusiness Succession

Office
2809 Great Northern Loop, Suite 100Missoula, MT 59808

FirmHelena, MT

Browning, Kaleczyc, Berry & Hoven, P.C.

Serves the whole state

Statewide law firm providing estate planning, elder law, business succession planning, and probate administration services from offices in Helena, Bozeman, Great Falls, and Missoula.

PracticesEstate PlanningTrust AdministrationProbateElder LawBusiness Succession

Office
800 N Last Chance Gulch, Suite 101Helena, MT 59601

FirmBillings, MT

Crowley Fleck PLLP

Serves the whole state

Over 125 years of experience with more than 150 lawyers practicing from 11 offices in 3 states. Extensive experience in advising commercial and individual clients in complex probate and estate planning matters including wills, revocable trusts, financial and healthcare powers of attorney, charitable giving, and various trust planning alternatives.

PracticesEstate PlanningTrust AdministrationProbateElder Lawand 4 more

Office
490 N 31st St, Suite 500Billings, MT 59101
See all 11 firms serving Roosevelt County →

Firm listings are for informational purposes only. SimplyTrust does not endorse or recommend any specific firm or attorney. Contact firms directly to verify their current practice areas and availability.

SimplyTrustSimplyTrust Editorial·

Legal Sources

Data sourced from Montana statutes and official state code. How we research.

Forms for Planning Your Estate in Montana

Free forms for planning your estate in Montana: will, living trust, pour-over will, powers of attorney and TOD deed. Prepare each form for Montana.

Free

Last Will and Testament

In Montana, a will is signed before 2MCA § 72-2-522Verified Oct 18, 2026View source witnesses, and a self-proving affidavit signed with it lets the court admit it without witness testimonyMCA § 72-2-522Verified Oct 18, 2026View source.

Get Started
Free

Codicil to a Will

In Montana, a codicil is signed before 2MCA § 72-2-522Verified Oct 18, 2026View source witnesses, like a will, and the self-proving affidavit signed with it lets the court admit it without witness testimonyMCA § 72-2-524Verified Oct 25, 2026View source.

Get Started
Free

Healthcare Power of Attorney

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.

Get Started
Free

HIPAA Release

In Montana, a HIPAA release is the federal authorization alone: the state adds no category rule, and the document carries the elements federal law requires, among them an expiration date or an expiration event that relates to the individual45 CFR 164.508(c)(1)(v)Verified Oct 21, 2026View source.

Get Started
Free

Financial Power of Attorney

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 Oct 21, 2026View source.

Get Started
Free

Transfer on Death Deed

In Montana, a transfer on death deed is signed before a notaryMCA 72-6-401 to 72-6-418Verified Oct 18, 2026View source, then recorded with the county before the owner's deathMCA 72-6-401 to 72-6-418Verified Oct 18, 2026View source. Montana does not recognize a Lady Bird deed.

Get Started
Free

Vehicle Transfer on Death

Montana allows a transfer-on-death beneficiary designation on a vehicle titleMont. Code Ann. 61-3-226Verified Oct 21, 2026View source, filed through the Montana Department of Justice, Motor Vehicle Division (Vehicle Services Bureau); applications are also accepted at the county treasurer's office or an MVD authorized agent using Form MV13.

Get Started
Free

Living Will

In Montana, the living will is the DeclarationMont. Code Ann. §§ 50-9-101 to 50-9-505 (Montana Rights of the Terminally Ill Act)Verified Sep 27, 2026View source, a written instruction that is valid with no agent named.

Get Started

All Montana forms

Tools for Planning Your Estate in Montana

Free tools for planning your estate in Montana: will and trust costs, trust or TOD deed, and the signing rules. Run each tool for Montana and read its answer.

How Do I Sign Estate Documents?

In Montana, a will is signed before 2MCA § 72-2-522Verified Oct 18, 2026View source witnesses, and notarization is not requiredMCA § 72-2-522Verified Oct 18, 2026View source.

Check the Rules

Will My Estate Documents Transfer?

Montana recognizes a will signed under the law of the place where it was signedMCA § 72-2-526Verified Oct 18, 2026View source; a will signed in Montana itself needs 2MCA § 72-2-522Verified Oct 18, 2026View source witnesses, and notarization is not requiredMCA § 72-2-522Verified Oct 18, 2026View source.

Get the Answer

Trust or Will: Which Costs Less?

In Montana, a will-based plan pays probate attorney fees of typically 1.8%Modeled estimate under MCA § 72-3-634 (compensation of persons employed by the personal representative, including attorneys); § 72-3-632 (estate litigation); former § 72-3-633 repealed by Sec. 105, Ch. 313, L. 2019: the hours the statutory fee schedules imply, at the state's surveyed hourly rateVerified Sep 8, 2026View source to 2.9%Modeled estimate under MCA § 72-3-634 (compensation of persons employed by the personal representative, including attorneys); § 72-3-632 (estate litigation); former § 72-3-633 repealed by Sec. 105, Ch. 313, L. 2019: the hours the statutory fee schedules imply, at the state's surveyed hourly rateVerified Sep 8, 2026View source of the estate; a funded revocable trust keeps those assets out of probate and off that fee.

Calculate Costs

How Much Does a Revocable Living Trust Cost?

An attorney-prepared revocable living 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 for an individual, against $0 to $549 up front plus a subscription with an online service.

Calculate Costs

How Much Does a Will Cost?

An attorney-prepared will in Montana runs $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 $299 up front with an online service, and probate on a $500,000 estate adds about $24,934MCA § 72-3-634 (compensation of persons employed by the personal representative, including attorneys); § 72-3-632 (estate litigation); former § 72-3-633 repealed by Sec. 105, Ch. 313, L. 2019Verified Sep 8, 2026View source.

Calculate Costs

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.

Compare Options

How Do I Name a Guardian for My Minor Children?

In Montana, a parent names a guardian for a minor child in a willMont. Code Ann. §§ 72-5-211, 72-5-212, 72-5-213, 72-5-222, 72-5-223Verified Sep 15, 2026View source, and the nomination covers the child until the age of majority, 18Mont. Code Ann. § 41-1-101Verified Sep 15, 2026View source.

See the Steps

Do I Need a Revocable Trust?

Probate in Montana takes 4 months to 6 months for a simple estate and charges attorney fees of typically 1.8%Modeled estimate under MCA § 72-3-634 (compensation of persons employed by the personal representative, including attorneys); § 72-3-632 (estate litigation); former § 72-3-633 repealed by Sec. 105, Ch. 313, L. 2019: the hours the statutory fee schedules imply, at the state's surveyed hourly rateVerified Sep 8, 2026View source to 2.9%Modeled estimate under MCA § 72-3-634 (compensation of persons employed by the personal representative, including attorneys); § 72-3-632 (estate litigation); former § 72-3-633 repealed by Sec. 105, Ch. 313, L. 2019: the hours the statutory fee schedules imply, at the state's surveyed hourly rateVerified Sep 8, 2026View source of the estate; assets held in a revocable trust skip both.

Get the Answer

All Montana tools

Montana Estate Planning Articles

Estate planning articles for Montana.