Built by Montana Lawyers, for Montana People
We started Montana Will & Trust because too many Montana families were going without an estate plan—not because they didn't care, but because the process was too expensive and too confusing. We fixed that.
Our Mission
Seven in ten American adults don't have a will. In Montana, where families often hold real property, agricultural land, water rights, and mineral interests, dying without an estate plan can be especially devastating. Your family faces probate court, legal fees, and months of uncertainty—all of which could have been avoided.
The average Montana estate planning attorney charges $1,500 to $3,000 for a basic trust package. For many families, particularly young couples, retirees on fixed incomes, and rural Montanans without easy access to a law office, that price is a barrier. So they do nothing. And doing nothing is the most expensive choice of all.
Montana Will & Trust exists to close that gap. We combine Montana-specific legal templates with attorney review and remote online notarization to deliver a complete estate plan for a fraction of the traditional cost. No office visit required. No hourly billing. Just a solid plan that protects your family. See how it works, or check out our FAQ.
Why We're Different
Montana-Specific Documents
Every template was written by Montana attorneys for Montana law. We don’t use 50-state boilerplate. Your documents reference the Montana Uniform Probate Code, Montana’s TOD deed statute, and Montana’s homestead protections—because that’s the law that governs your estate.
Attorney-Reviewed
Your completed documents are reviewed by a licensed Montana estate planning attorney before you sign. This isn’t a “generate a PDF and hope for the best” service. A real attorney checks your plan for errors, conflicts, and gaps.
Affordable & Transparent
Traditional estate planning in Montana runs $1,500 to $3,000 for a basic trust package. Montana Will & Trust offers comprehensive packages at a fraction of that cost. One-time pricing. No hourly billing surprises.
Technology + Human Expertise
Our guided questionnaire makes the process fast and clear. But behind the software are real Montana attorneys who review your answers, flag issues, and make sure your plan actually works. You get the efficiency of technology with the safety net of human expertise.
Montana Expertise
Montana estate planning is not the same as estate planning in California or New York. Our state has its own probate code, its own property laws, and its own unique asset types. Here's what we know inside and out:
Montana Uniform Probate Code (Title 72, MCA) — we build every document to comply with Montana’s probate statutes, not generic national templates.
Transfer-on-Death Deeds (MCA § 72-6-121) — Montana allows you to pass real property outside of probate with a properly recorded TOD deed.
Montana Homestead Declaration (MCA § 70-32-104) — protects up to $350,000 of your primary residence from creditors. We include the filing in our plans.
Agricultural Land Succession — Montana’s agricultural economy means many families need to plan for ranch transitions, grazing leases, and conservation easements.
Water Rights — Montana water rights are real property and must be specifically addressed in your estate plan. We make sure they are.
Beneficiary Deed Coordination — we help you align your will or trust with TOD deeds, retirement account beneficiaries, and life insurance designations so nothing falls through the cracks.
How We Work With Attorneys
Montana Will & Trust is not a replacement for a Montana estate planning attorney. For most families—those with straightforward estates, clear wishes, and no major complications—our guided process and attorney review deliver a complete, legally sound plan at a fraction of the cost.
But some estates are more complex. Blended families, business succession, significant tax exposure, contested inheritances, and special needs trusts all benefit from a deeper attorney relationship. That's why we built a triage system.
Our Triage System
Straightforward estates: Our guided process handles your plan end-to-end. A Montana attorney reviews every document before you sign.
Moderate complexity: Our Ranch & Land Plan includes a 30-minute attorney consultation to address specific concerns like agricultural succession or multi-property estates.
High complexity: If your situation requires full attorney representation, we refer you to a vetted Montana estate planning attorney in our network. No markup, no referral fee to you.
Protect Your Family's Future Today
Montana-specific estate planning from $199. Attorney-reviewed. Remote notarization included.
Join WaitlistNo account needed · Packages start at $199