A will and estate plan for Montana.
Built to Montana's rules, in plain words. Start free, then pay one setup fee with your first year included.
Reviewed by a licensed lawyer on October 29, 2026.
Your Montana documents
Will
Says who gets what, who is in charge, and who would raise young children.
Financial power of attorney
Names who handles your money if you can't.
Health care declaration
Names who speaks for you about care, and what care you want.
Revocable living trust
Holds your things and passes them on, often without court.
In the Complete plan
Pour-over will
Catches anything you left out of your trust.
In the Complete plan
How signing works in Montana
Signing your will
- Gather two adult witnesses. Pick people who get nothing under your will.
- Sign your will while both witnesses watch.
- Each witness signs while you watch.
- If you like, sign a short sworn form with a notary. It helps the court accept your will later.
- Keep the original somewhere safe.
Montana does not allow electronic wills. You print your will and sign it in ink.
Remote online notarization where Montana allows it, never for wills.
How to sign your health care declaration
- Gather two adult witnesses. It is best to pick people who are not your designee.
- Sign your health care declaration while both witnesses watch.
- Each witness signs and writes their address while you watch.
- Keep the original somewhere safe. Give a copy to your doctor.
How to sign your financial power of attorney
- Choose how you will sign. You can meet a notary in person or online.
- Sign your power of attorney in front of the notary.
- For online signing, the notary will check who you are.
- Keep the original somewhere safe.
How to sign your revocable living trust
- Sign your trust in front of a notary.
- The notary signs and stamps it.
- Keep the original somewhere safe.
We give you a printed signing checklist for each document.
Taxes and court fees in Montana
As of 2026, the federal estate tax exemption is $15 million per person. Confirm with your accountant.
What it costs
- Essential: $199 setup, then $49 a year.
- Complete: $499 setup, then $99 a year.
- Concierge: $1,495 setup, then $249 a year.
One setup fee. Your first year is included. 30-day money-back guarantee on estate setup fees.
A lawyer can review your plan for a flat fee. The lawyer gives the advice.
Own a business in Montana?
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Questions?
Questions about Montana? A real person can help.
Succession Plan is not a law firm. We do not give legal advice or tax advice. For advice, talk with your own lawyer or accountant.