What You Can Do With a Will and What You Can't!

Download Resources (PDF)

1. Wills
   MSU Extension MontGuide
   (PDF Version) (HTML Version-ADA Accessible)  [Order Online]
   Outlines why a written will is necessary. Includes information about costs, restrictions, and changes after its completion. 
   1. Acknowledgement of Fiduciary Relationship and Obligations Personal Representative, Guardian, or Conservator (PDF)
   2. Last Will and Testament-Single Individual Form  (Montana Department of Public Health and Human Services, Legal Developer Program, Aging Services Division) (PDF)\
   3. Last Will and Testament-Married Couple Forms (Montana Department of Public Health and Human Services, Legal Developer Program, Aging Services Division) (PDF)
      
      
2. Letter of Last Instructions
   MSU Extension MontGuide 
   (PDF Version)  (HTML Version-ADA Accessible)  [Order Online]
   Explains what should be included in a letter of last instructions to assist survivors after the death of the writer. 
   1. Letter of Last Instructions Worksheet: (2022) A worksheet to fill in the necessary information to help prepare the Letter of Last Instructions that pertains to your situation. (PDF) 
      
      
3. Estate Planning Tools for Owners of Pets & Companion Animals or Service Animals
   (MSU Extension MontGuide)
   (PDF Version)  (HTML Version-ADA Accessible)  [Order Online]
   Outlines legal options for owners who plan to name a caregiver for their companion animals, service animals and/or pets in case of the owner’s death or incapacitation.
   
   
4. Who Gets Grandma's Yellow Pie Plate? Transferring Non-Titled Property  
   (MSU Extension MontGuide) 
   (PDF Version) (HTML Version-ADA Accessible)[Order Online]
   Explains how to deal with some of the issues that may arise with the transfer of non-titled property such as photographs, jewelry, books, and other family heirlooms among family members. 
   
   
5. AARP-Montana, Department of Public Health and Human Services, 2023 Kelly Moorse Memorial Document Free In-Person Clinics
   1. Phone number: 1-800-332-2272
   2. Website with locations:  https://dphhs.mt.gov/assets/sltc/legaldeveloper/ClinicSchedule2023.pdf 
      
      
6. Montana Legal Developer Forms
   https://dphhs.mt.gov/sltc/aging/legalservicesdeveloper/disclaimer