The Montana Petition for Advance & Checklist for Advance Requirements is a document used by the Montana Probate Court to approve an advance of funds from an estate. This document must be filed when a beneficiary or other interested party requests funds from the estate prior to the completion of probate. The Petition outlines the details of the request, including the amount of the advance, the purpose of the advance, and the expected date of repayment. The Checklist for Advance Requirements outlines the documents and information that must be included when filing a Petition for Advance. This includes a copy of the death certificate, a copy of the will or trust, a list of the assets of the estate, an estimate of the amount of estate taxes, and a list of all creditors of the estate. There are two types of Montana Petition for Advance & Checklist for Advance Requirements: those that are for an advance of funds to pay for medical or funeral expenses, and those that are for an advance of funds to pay for living expenses or other purposes.