1. Nonprobate Transfers. (MT199509HR) (2022) (PDF Version) (HTML Version-ADA Accessible) [Order Online]
    Describes the various forms of ownership Montana allows the deceased's property to bypass probate and transfer directly to beneficiaries such as payable on death designations on financial accounts and transfer on death registrations for stocks, bonds, and mutual funds. 

  2. Transfer on Death Deeds in Montana  (MT202010HR) (2022) (PDF Version) (HTML Version-ADA Accessible) [Order Online]
    A Transfer on Death Deed allows owners of real property in Montana to transfer it at death to one or more designated beneficiaries without probate.
  3. Transferring a Montana Vehicle or Vessel Title After the Death of an Owner Who Did Not Make a Beneficiary Designation (MT202601HR) (2026) (PDF Version) (HTML Version-ADA Accessible) [Order Online] The process for transferring a Certificate of Title for a motor vehicle or vessel to a deceased’s legal heirs depends upon the dollar value of the estate and how the vehicle or vessel was titled. The purpose of this MontGuide is to describe the process for common situations in Montana in which a beneficiary designation using Form MV13 had not been filed by the owner on a vehicle or vessel.

  4. Beneficiary Designation (Form MV13) to Transfer Vehicle or Vessel Title at Death (MT202404HR) (2024) (PDF Version) (HTML Version-ADA Accessible) [Order Online]
    This MontGuide clarifies the definition of vessels and vehicles, answers questions about the Act and new provisions, explains the process to name or update a beneficiary for a vehicle and vessel, and outlines the procedures for the beneficiary to follow when an owner dies.

Estate Planning Website

For further information, visit the Estate Planning website at www.montana.edu/estateplanning. 

This website provides current information about estate planning for Montanans who are interested in learning by attending webinars, in-person workshops, viewing MSU Extension MontGuides and other bulletins, and other information.