Probate Forms (MT)
There are a number of state-specific forms you may need when going through the probate process.
This page lists common MT forms and offers help in locating others. While you are welcome to browse these forms, note that the Tasks Tab will guide you through the use of relevant forms at the appropriate times.
General MT Forms
In Montana, the local District Court handles wills and estate matters.
Below you will find links that allow you to download and use some of the more common MT probate forms (you may want to check with your local court for form preferences):
- Application for Informal Probate - Get the process started
- Acknowledgment Of Fiduciary Relationship And Obligations - Include with probate application
- Waiver from Other Potential Executor - Include with probate application if others have priority over you
- Statement of Informal Probate - Include with probate application
- Acceptance of Letters - Include with probate application
- Notice to Heirs - Notify anyone who will inherit via a will and all heirs-at-law of the executor appointment
- Estate Inventory Cover Letter - Attach EstateExec's Inventory Report
- Final Accounting - Consider using EstateExec's Accounting Report
Montana does not provide official probate forms to the public, so you can either adapt the above sample forms for your own use, purchase a probate form booklet from the Montana State Bar Association, view forms in the Montana Law Library, craft your own based on statute requirements (see MT Code Title 72 Chapter 3), or ask a lawyer to prepare any necessary submissions.
Small MT Estate Forms
Small estates sometimes need only 1 specialized form or affidavit: see Small MT Estates.
Using MT Probate Forms
If you are using a licensed EstateExec estate, information about finding your court will appear here.
As mentioned above, the tasks on the estate's Tasks Tab
will list a series of steps that help you understand which form to use when.
You may also want to see
How to Become Executor for
Additional Information
In case you're interested, probate forms for other states can be found here: