Step 3: Estate Planning Tools
- Step 3a: Estate Planning in Montana: Getting Started (MT199508HR) (2017) [Order Online]
Explains how--and why---to arrange for the future distribution of your property in Montana.
- Step 3b: Dying Without a Will in Montana: Who Receives Your Property (MT198908HR) (2019) [Order Online]
Discover legal terms and detailed examples of possible scenarios for distribution of property should a person die before writing a will in Montana.
- Step 3c: Wills (MT198906HR) (2017) Order Online
Realize why a written will is necessary. The MontGuide includes information about costs, restrictions, and how to update if changes occur in family situations. The loved one with memory loss and the caregiver both need a written will.
- Step 3d: Designating Beneficiaries through Contractual Arrangements (MT199901HR) (2019) [Order Online]
Discover how a loved one with memory loss and the caregiver can transfer assets through contractual arrangements, such as those commonly found with insurance policies, individual retirement accounts (IRAs) and employee benefit plans, payable on death designations, transfer on death registrations and beneficiary deeds.
- Step 3e: Letter of Last Instructions (MT198904HR) (2017) Order Online
Determine what should be included in a letter of last instruction to assist survivors. This is an important letter for both the caregiver and the loved one with memory loss.
- 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. (WORD File)