Using Montana estate planning tools to avoid probate while saving more dollars for your heirs
February 18, 2022
- 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. -
- Transfer on Death Deed Form--One Primary Beneficiary (PDF)
- Transfer on Death Deed Form--2 to 4 Beneficiaries (PDF)
- Transfer on Death Deed Form--5 Beneficiaries (PDF)
- Affidavit of Death Form for Transfer on Death Deed (PDF)
- Revocation of a Transfer on Death Deed (PDF)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.
- 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.
- 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.- Beneficiary Designation for Vehicle or Vessel Title Instructions (MV13)-Montana Department of Justice Motor Vehicle Division
