The Ins and Outs of Joint Tenancy
April 28 Resources
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- Accessing a Deceased Person's Financial Accounts. (MT200301HR) (2017) [Order Online]
Describes how heirs of a deceased person can access his/her financial accounts, depending on whether the accounts were owned jointly with other individuals, had payable-on-death or transfer-on-death designations, or had no designated beneficiary.- Affidavit for Collection of Personal Property (PDF Version) Revised March 2020
- Affidavit for Collection of Personal Property (PDF Version) Revised March 2020
- Montana Common Law Marriage & Estate Planning (MT201408HR) (2019) [Order Online]
Explores Montana common law marriages from an estate planning perspective. Topics include: The definition of common law marriage, what establishes a common law marriage, what documentation is necessary for a common law marriage, and what amount the surviving spouse of a common law marriage inherits.
- Transferring Real Property Owned in a Joint Tenancy or in a Life Estate Without Probate [Order Online]
(MT201606HR) (2016)
Describes the process when real property is owned as joint tenants or is subject to a life estate, the distribution method is determined by Montana Law.- Affidavit for Termination of Joint Tenancy (Montana Department of Health and Human Services)