Montana Estate Planning Drafting Software
Montana has no state estate or inheritance tax and offers transfer on death deeds. The state has adopted the Uniform Probate Code, providing efficient informal probate procedures.
Quick Facts
- State Estate Tax
- None
- Small Estate Threshold
- $50,000
- Property System
- Common Law
Practice Snapshot for Montana Attorneys
Estate planning in Montana is shaped by common law property rules. These rules make titling and beneficiary designations core to many plans. There is no state estate tax. Small estate procedures are available for estates up to $50,000.
Local practitioners routinely navigate: No state estate or inheritance tax, Transfer on Death Deed available, Community property trust option available, and Informal probate procedures.
Common Montana filings and forms include: Montana Deeds, Montana Durable Power of Attorney, and Montana Declaration (Living Will). Key Montana statutory touchpoints include: Montana Uniform Trust Code, Transfer on Death Deed Act, and Uniform Probate Code.
Key Considerations for Montana Attorneys
- —No state estate or inheritance tax
- —Transfer on Death Deed available
- —Community property trust option available
- —Informal probate procedures
Montana-Specific Documents
State-specific drafting language and formatting aligned with Montana statutes and local recording practices.
Core drafting set
- —Revocable living trust
- —Pour-over will
- —Durable power of attorney
- —Advance health care directive
- —HIPAA authorization
- —Deed templates aligned to local recording rules
- —Certification of trust
State forms and filings
- —Montana Deeds
- —Montana Durable Power of Attorney
- —Montana Declaration (Living Will)
Montana Estate Planning Laws
- —Montana Uniform Trust Code
- —Transfer on Death Deed Act
- —Uniform Probate Code
What Statular Offers Montana Attorneys
Document Automation
Generate complete estate planning packages from a single interview—trusts, wills, POAs, and healthcare directives.
Client Questionnaires
Branded client portal with secure questionnaires that sync directly into your drafting interview.
80+ Document Types
Comprehensive library including trusts, wills, powers of attorney, deeds, and client materials.
Secure Cloud Storage
Enterprise-grade security with 256-bit encryption. All documents stored in your firm's secure vault.
Get Started
Join Montana attorneys using Statular for estate planning document automation.
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Core Documents
- Revocable Living Trust
- Pour-Over Will
- Durable Power of Attorney
- Advance Healthcare Directive
- HIPAA Authorization
- Grant Deed & Quitclaim Deed
- Certification of Trust
- Asset Schedules