How Montana Estate Planning Works Online

Four steps. Done in an afternoon. Every document is written for Montana law, signed with a licensed Montana notary, and stored in your encrypted vault.

STEP 1

~20 minutes

Answer Simple Questions

Our guided questionnaire walks you through everything in plain English. No legal jargon, no confusing forms.

Tell us about your family — spouse, children, dependents

List your assets — property, accounts, vehicles, valuables

Name your beneficiaries and how you want things divided

Choose your power of attorney and healthcare agents

Specify any special wishes or conditions

Our system automatically flags complex situations — blended families, property in multiple states, business interests, agricultural land — and routes you to a Montana attorney if needed.

STEP 2

Instant generation

We Build Your Montana Documents

Your answers feed into templates drafted by licensed Montana attorneys. Every document complies with the Montana Uniform Probate Code (MCA Title 72).

Last Will & Testament per Montana UPC requirements

Durable Financial Power of Attorney (MCA § 72-31-301+)

Advance Healthcare Directive (MCA § 50-9-103+)

Living Trust with pour-over will

Transfer-on-Death Deeds for Montana real property

All documents are reviewed by a Montana estate planning attorney before delivery.

STEP 3

~15 minutes

Sign From Your Couch

Montana authorizes Remote Online Notarization (RON). You sign your estate planning documents on a video call with a licensed Montana notary — no driving required.

Schedule a video call at a time that works for you

Verify your identity with a government-issued ID

The notary walks you through each signature

Documents are electronically signed, sealed, and recorded

Fully valid under Montana RON statutes

Remote online notarization is included at no extra charge. Most sessions take about 15 minutes.

STEP 4

Lifetime access

Safe in Your Encrypted Vault

Your signed, notarized documents are stored in your encrypted digital vault. Access them anytime, anywhere. Share access with trusted family members.

AES-256 encrypted document storage

Access from any device — phone, tablet, or computer

Grant read-only access to family members or your attorney

Annual review reminders so your plan stays current

Download original PDFs anytime

Life changes happen. Annual update options are available for unlimited revisions and additional notarization sessions.

What Documents Do I Get?

Every document is drafted by Montana attorneys and complies with the Montana Uniform Probate Code (MCA Title 72). Here is exactly what is included in each plan.

Essential Documents

Last Will & Testament — directs how your assets are distributed and names a personal representative (executor) under Montana law

Durable Financial Power of Attorney — names an agent to handle your finances if you become incapacitated (MCA § 72-31-301+)

Advance Healthcare Directive & Living Will — specifies your medical wishes and names a healthcare agent (MCA § 50-9-103+)

HIPAA Authorization — allows your healthcare agent to access your medical records

Personal Property Memorandum — a legally referenced list of who gets specific items like jewelry, firearms, or family heirlooms

Trust Documents (includes all Essential documents)

Revocable Living Trust — holds your assets outside of probate, keeping your estate private and saving your family time and money

Certificate of Trust — a summary document that banks and title companies use to verify your trust without seeing the full trust agreement

Pour-Over Will — catches any assets not yet transferred into your trust and directs them there after death

Asset Schedule & Funding Guidance — step-by-step instructions for transferring bank accounts, real property, and investments into your trust

Trust Administration Instructions — a plain-English guide your successor trustee can follow when the time comes

Ranch & Land Documents (includes all Trust documents)

Transfer-on-Death Deeds (up to 3 properties) — pass Montana real property directly to beneficiaries without probate

Montana Homestead Declaration — protects your primary residence from certain creditor claims under Montana homestead law

Business Succession Planning Worksheet — framework for transitioning a ranch, farm, or business to the next generation

Water Rights & Grazing Lease Review — attorney review of water rights documentation and BLM/Forest Service grazing permits tied to your land

What If My Situation Is Complex?

Not every estate plan fits neatly into an online questionnaire. We built our platform to handle that.

Our intake questionnaire automatically detects situations that may need individualized attorney guidance. If any of the following apply to you, our system flags your case and routes you to a licensed Montana estate planning attorney:

Blended families with children from prior marriages

Property in multiple states

Agricultural land with water rights or grazing leases

Business ownership or partnership interests

Special needs dependents requiring a supplemental needs trust

Estates approaching the federal estate tax threshold

Beneficiaries with creditor or substance abuse concerns

Mineral rights, timber rights, or conservation easements

When escalation happens, you are connected with one of our partner Montana estate planning attorneys who already has your questionnaire answers. You do not start over. The attorney picks up where the platform left off, and any additional legal fees are quoted upfront before you commit.

Learn more about what's included. Have questions? Read our FAQ.

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