Is Your Will Worth the Paper It’s Written On?
April 6 Resources
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- Who Gets Grandma's Yellow Pie Plate? Transferring Non-Titled Property (MSU Extension MontGuide)
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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. - Who Gets Grandma’s Yellow Pie Plate? (38-minute video, University of Minnesota)
https://extension.umn.edu/transferring-non-titled-property/who-gets-grandmas-yellow-pie-platetm-video - Wills (MSU Extension MontGuide)
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Outlines why a written will is necessary. Includes information about costs, restrictions and changes after its completion.
Forms:- 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)
- Acknowledgement of Fiduciary Relationship and Obligations Personal Representative,
Guardian, or Conservator (PDF)
- Letter of Last Instructions. (MSU Extension MontGuide)
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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(2017) 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(2017) A worksheet to fill in the necessary information to help prepare the Letter
of Last Instructions that pertains to your situation. (PDF)
- Montana Legal Developer Forms:
https://dphhs.mt.gov/sltc/aging/legalservicesdeveloper/disclaimer - Wills and Estate Planning Guide--Fillable Form (MSU Alumni Foundation)
- Bequest Language (Using MSU Alumni Foundation as an Example)