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The Montana Legal Services Developer in the State of Montana Office on Aging provides FREE PHONE CLINICS for those wanting to draft estate planning documents if they are aged 60 and older, if they are an adult with a disability, or if they are a tribal member over the age of 18.    Individuals under the age of 60 years old may contact Montana Legal Services Association or the State Bar of Montana.  The contact information is below:

Montana Legal Services Association
1-800-666-6899
https://www.mtlsa.org/contact

State Bar of Montana
1-406-442-7660
https://www.montanabar.org

If you have questions about legal documents or forms, contact the Legal Services Developer at (800) 332-2272 (Monday - Friday 8 am to 5 pm). 

Statutory Forms: Estate planning is important for adults of all ages, as it allows you to express your wishes for your care and financial management. Estate planning is also an important tool in preventing financial exploitation. In addition to the phone clinics the Legal Services Developer, in the Aging Services Division, offers several statutory forms online that can be accessed by MSU Extension learn at home participants.

The forms developed and tested through the program, include the Simple Will for Single and Married Individuals. Additional forms include: Declaration of Living Will, Declaration of Living Will by Appointment, Declaration of Homestead, Transfer on Death Deed, and the Financial Power of Attorney. 

If you do not have a computer, contact Marsha Goetting at 406-994-5695.  I will make you a copy of the forms so you will know what a will looks like if you have never had one written.

The Legal Forms website is at: https://dphhs.mt.gov/sltc/aging/legalservicesdeveloper/disclaimer

Disclaimer: Estate planning can be confusing, and these simple forms may not be appropriate for all people and all situations. Consulting a licensed legal professional is the best way to ensure your needs are being met. The publications of the Legal Services Developer are not intended to be a substitute for legal advice. Rather, they are designed to help families become better acquainted with some of the devices used in long term planning and to create an awareness of the need for such planning. Future changes in laws cannot be predicted and statements in this narrative are based solely on those laws in force on the date of publication. The office of Aging Services recommends you seek legal advice for all your planning needs.