1. Accessing a Deceased Person's Financial Accounts. (MT200301HR) (2023) (PDF Version) (HTML Version-ADA Accessible) [Order Online]
   Describes how heirs of a deceased person can access his/her financial accounts, depending on whether the accounts were owned jointly with other individuals, had payable-on-death or transfer-on-death designations, or had no designated beneficiary.
   
   
   • Affidavit for Collection of Personal Property Form  Revised January 2024 (PDF) 
     
     
2. Designating Beneficiaries to Avoid Probate. (MT199901HR) (2025) (PDF Version) (HTML Version-ADA Accessible) [Order Online]  Learn about transferring your assets through contractual arrangements, such as beneficiary designations commonly found in insurance policies, IRAs, employee benefits, payable on death accounts and transfer on death accounts.
   
   
   
3. Personal Representative Responsibilities in Montana. (MT199008HR) (2025) (PDF Version) (HTML Version-ADA Accessible)[Order Online]
   Explains Montana law covering personal representatives in settling estates (often called "executor" in other states). 
   
   
   • Acknowledgement of Fiduciary Relationship and Obligations Personal Representative, Guardian, or Conservator (PDF)
   • How to Administer a Small Estate (Montana Law Help) (PDF)
     
     
4.  Probate in Montana. (MT199006HR) (2024) (PDF Version) (HTML Version-ADA Accessible) [Order Online]
   Provides guidelines and costs for the process of settling the estate of a deceased person. 
   
   
   • Application for Title of a Vehicle by Non-Probate Transfer (PDF) Montana Vehicle Division
   • Affidavit for Collection of Personal Property (PDF) Revised January 2024
   • Acknowledgement of Fiduciary Relationship and Obligations Personal Representative, Guardian, or Conservator (PDF)
   • How to Administer a Small Estate (Montana Law Help) (PDF)