Montana Estate Planning
done right. Done today.
Create your Montana will, living trust, power of attorney, and healthcare directive online. Built by Montana estate planning attorneys. Sign from your couch with remote online notarization.
Here's how it works
Four steps. Done in an afternoon.
Answer some questions
Plain English, no legal jargon. We ask about your family, your stuff, and your wishes. Takes about 20 minutes.
We build your documents
Montana attorneys wrote every template. Your documents follow the Montana Uniform Probate Code, not some generic 50-state template.
Sign from your couch
Hop on a video call with a Montana notary. Show your ID, sign electronically, done. About 15 minutes.
Safe in your vault
Your signed documents are stored encrypted. We'll remind you once a year to review them. Update anytime.
Why “Montana-specific” matters
LegalZoom and Trust & Will use the same templates for all 50 states. That's like using a California road map to get around the Bitterroot.
Transfer-on-Death Deeds
Montana lets you pass real property without probate using a TOD deed. Most national platforms don't even mention this.
No State Estate Tax
Montana charges zero estate tax and zero inheritance tax. We structure your plan to take full advantage.
Simplified Probate
Montana has a streamlined process for smaller estates. We build your documents on the Uniform Probate Code.
Homestead Protection
Montana protects up to $250K of your home equity from creditors. We include Homestead Declarations in our Trust plans.
Ranch & Ag Land
Water rights, grazing leases, conservation easements — we actually know what those are and how to plan around them.
Common Law Marriage
Montana recognizes it. Most online platforms don't account for it. Ours does, from the very first question.
What folks are saying
“I kept putting this off for years. Finished the whole thing during nap time. The notary video call was actually kind of fun — my witness was my sister in Billings.”
“We've got ranch land that's been in the family four generations. The Ranch Plan handled the TOD deeds, the trust, water rights — everything. Our attorney said it was solid.”
“Moved from California last year. Needed to update everything for Montana law. The attorney call caught three things my old plan missed. Totally worth it.”
Montana Estate Planning Questions
Common questions about wills, trusts, and estate planning in Montana.
Yes — 100%. Montana law allows you to create a valid last will and testament online. Every estate planning document on our platform is drafted and reviewed by licensed Montana attorneys and meets all requirements under Montana's Uniform Probate Code, including proper witness and notary requirements.
A Montana estate planning attorney typically charges $300–$600 for a basic will and $1,500–$3,000+ for a revocable living trust. Our packages start at $199 for a comprehensive will package and $399 for a living trust — and every document is reviewed by a Montana attorney. You get the same Montana-specific expertise at a fraction of the cost.
For most Montanans, a will covers the basics. But if you want to keep your family out of Montana probate court — which can take 6–12 months and cost thousands in fees — a revocable living trust is worth it. A living trust also keeps your estate private, since probate records are public.
Montana was one of the first states to authorize Remote Online Notarization (RON). You hop on a video call with a licensed Montana notary, verify your ID, sign your estate planning documents electronically, and you're done. About 15 minutes, start to finish — no driving to a notary office required.
No. Montana has no state estate tax and no inheritance tax. The federal estate tax only kicks in at about $13.6 million per person. For the vast majority of Montanans, estate taxes are not a factor — but proper estate planning is still critical to avoid probate, protect your assets, and ensure your wishes are followed.
Our system flags complex estate planning situations automatically — blended families, business ownership, property in multiple states, agricultural land with water rights, special needs dependents, and more. If your situation needs a Montana estate planning attorney, we'll route you to one of our partner attorneys. No cookie-cutter solutions for complex problems.
A Transfer-on-Death (TOD) Deed lets you pass real property — your home, ranch, or land — directly to your beneficiaries without going through Montana probate court. Montana is one of the states that allows TOD deeds, and they're available as part of our estate planning packages. For Montana landowners, this is one of the most powerful estate planning tools available.
Our durable financial power of attorney lets you name someone to manage your finances, pay bills, and handle property transactions if you become incapacitated. Our advance healthcare directive (also called a living will) lets you specify your medical wishes and name a healthcare agent to make medical decisions on your behalf. Both documents are drafted specifically for Montana law.
Coming Spring 2026
Be the first to know when Montana Will & Trust launches. We'll send you one email — that's it.
Packages start at $199. Early signups get priority access.