Download Resources (PDF)

  1. Life Estate:  A Useful Estate Planning Tool.(PDF) (HTML) (Order Online) (MT200510HR) (2015) 
    Explains how to allow someone to possess property during his/her lifetime before the estate passes on to another person or organization. 

  2. Transferring Real Property Owned in a Joint Tenancy or in a Life Estate without Probate (PDF) (HTML) (Order Online) (MT201606HR)
    Describes the process when real property is owned as joint tenants or is subject to a life estate, the distribution method is determined by Montana Law.

  3. Affidavit to Terminate Joint Tenancy (Montana Department of Health and Human Services)