Using Montana estate planning tools to avoid probate while saving more dollars for your heirs

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1. Nonprobate Transfers (MSU Extension MontGuide)
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   Describes the various forms of ownership Montana allows the deceased's property to bypass probate and transfer directly to beneficiaries such as payable on death designations on financial accounts and transfer on death registrations for stocks, bonds, and mutual funds. 
   
   
2. Transfer on Death Deeds in Montana (MSU Extension MontGuide)
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   A Transfer on Death Deed allows owners of real property in Montana to transfer it at death to one or more designated beneficiaries without probate.
   
   
3. Transferring a Montana Vehicle Title After the Death of an Owner (MSU Extension MontGuide)
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   Describes how to transfer a Certificate of Title, also known as the title, for a motor vehicle to the deceased's legal heirs.
   
   
4. Forms:
   • Application for Title of a Vehicle by Non-Probate Transfer (Montana Vehicle Division) (PDF) 
   • Transfer on Death Deed Form-One Primary Beneficiary (PDF)
   • Transfer on Death Deed Form-2 to 4 Beneficiaries  (PDF)
   • Affidavit of Death Form for Transfer on Death Deed (PDF)
   • Revocation Form for a Transfer on Death Deed (PDF)