What You Can Do With a Will and What You Can't!
Resources
February 17, 2023
Download Resources (PDF)
- Wills
MSU Extension MontGuide
(PDF Version) (HTML Version-ADA Accessible) [Order Online]
Outlines why a written will is necessary. Includes information about costs, restrictions, and changes after its completion.- Acknowledgement of Fiduciary Relationship and Obligations Personal Representative, Guardian, or Conservator (PDF)
- Last Will and Testament-Single Individual Form (Montana Department of Public Health and Human Services, Legal Developer Program, Aging Services Division) (PDF)\
- Last Will and Testament-Married Couple Forms (Montana Department of Public Health and Human Services, Legal Developer Program,
Aging Services Division) (PDF)
- Letter of Last Instructions
MSU Extension MontGuide
(PDF Version) (HTML Version-ADA Accessible) [Order Online]
Explains what should be included in a letter of last instructions to assist survivors after the death of the writer.- Letter of Last Instructions Worksheet: (2022) A worksheet to fill in the necessary information to help prepare the Letter
of Last Instructions that pertains to your situation. (PDF)
- Letter of Last Instructions Worksheet: (2022) A worksheet to fill in the necessary information to help prepare the Letter
of Last Instructions that pertains to your situation. (PDF)
- Estate Planning Tools for Owners of Pets & Companion Animals or Service Animals
(MSU Extension MontGuide)
(PDF Version) (HTML Version-ADA Accessible) [Order Online]
Outlines legal options for owners who plan to name a caregiver for their companion animals, service animals and/or pets in case of the owner’s death or incapacitation. - Who Gets Grandma's Yellow Pie Plate? Transferring Non-Titled Property
(MSU Extension MontGuide)
(PDF Version) (HTML Version-ADA Accessible)[Order Online]
Explains how to deal with some of the issues that may arise with the transfer of non-titled property such as photographs, jewelry, books, and other family heirlooms among family members. - AARP-Montana, Department of Public Health and Human Services, 2023 Kelly Moorse Memorial
Document Free In-Person Clinics
- Phone number: 1-800-332-2272
- Website with locations: https://dphhs.mt.gov/assets/sltc/legaldeveloper/ClinicSchedule2023.pdf
- Montana Legal Developer Forms
https://dphhs.mt.gov/sltc/aging/legalservicesdeveloper/disclaimer
Estate Planning Website
For further information, visit the Estate Planning website at www.montana.edu/estateplanning.
This website provides current information about estate planning for Montanans who
are interested in learning by attending webinars, in-person workshops, viewing MSU
Extension MontGuides and other bulletins, and other information.