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Montana law

Estate Planning Laws in Montana.

Montana has adopted the Uniform Probate Code, providing a modern probate framework with simplified administration options. Montana recognizes holographic wills entirely in the testator's handwriting. A simplified "Affidavit for Collection of Personal Property" is available for small estates with personal property under $50,000. Montana permits Transfer-on-Death Deeds for real estate under the Uniform Real Property Transfer on Death Act. Montana is not a community-property state; surviving spouse has an elective share.

Last verified: 2026-04-17

State law

Key Montana Statutes

Uniform Probate Code (Adopted)Mont. Code Ann. § 72-1-101 et seq.

Montana has adopted the Uniform Probate Code. Provides for unsupervised, supervised, and formal probate administration options.

Execution of WillsMont. Code Ann. § 72-2-522

A will must be in writing, signed by the testator (or by another at the testator's direction in the testator's conscious presence), and signed by at least 2 witnesses within a reasonable time after witnessing the testator's signature or acknowledgment.

Holographic WillsMont. Code Ann. § 72-2-522(2)

A will is valid as a holographic will if the signature and material portions are in the testator's handwriting, even without witnesses.

Small Estate AffidavitMont. Code Ann. § 72-3-1101

Personal property of a decedent with aggregate value not exceeding $50,000 may be transferred by affidavit 30 days after death, without full probate administration.

Transfer-on-Death DeedMont. Code Ann. § 72-6-401 et seq. (Uniform Real Property TOD Act)

Montana permits owners of real property to execute recorded Transfer-on-Death Deeds naming beneficiaries who receive the property automatically at death.

Spousal Elective ShareMont. Code Ann. § 72-2-221

A surviving spouse may elect against the will and take a percentage of the augmented estate varying by length of marriage (under 1 year: 3%; 15+ years: 50%).

Advance Health Care DirectiveMont. Code Ann. § 50-9-101 et seq. (Montana Rights of the Terminally Ill Act)

Authorizes living wills and durable powers of attorney for health care. Providers must follow valid directives when the patient lacks capacity.

State law

Official Sources

Not Legal Advice

This page summarizes publicly available statutes and rules for informational purposes only. It does not constitute legal advice, and no attorney-client relationship is created by viewing this content. Laws change — always verify with the primary source or consult a licensed attorney in Montana.

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