Montana Sample Letter for Initial Probate Proceedings - Request to Execute Documents

State:
Multi-State
Control #:
US-0672LTR
Format:
Word; 
Rich Text
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This form is a sample letter in Word format covering the subject matter of the title of the form.

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FAQ

Under the principles of a holographic Last Will and Testament, handwritten addendums may be judged valid but only if each individual edit is signed and dated by the drafter. The issue of intent: In interpreting handwritten changes, the courts need to determine whether those edits actually met the drafter's intent.

Montana law also has a provision, commonly called a ?slayer statute,? that strips anyone who ?feloniously and intentionally kills? a testator from inheriting his or her property. There are other provisions that can apply as well. 72-2-521, et seq. 18 years or older and of sound mind.

No, in Montana, you do not need to notarize your will to make it legal. However, Montana allows you to make your will "self-proving" and you'll need to go to a notary if you want to do that. A self-proving will speeds up probate because the court can accept the will without contacting the witnesses who signed it.

Montana probate follows this general flow: contact the court, get appointed as personal representative, submit will if it exists, inventory and submit valuations of all relevant assets, have the court and beneficiaries approve it, and then distribute the assets to beneficiaries.

Under Montana's probate laws, you can distribute certain types of property and assets without a probate court's approval. They include: Accounts with a named beneficiary, such as life insurance policies and retirement funds. Assets and property that is held in a living trust.

Montana recognizes holographic (handwritten) wills so long as the signature and material portions of the document are in the testator's handwriting. In Montana, holographic wills do not have be witnessed in order to be valid.

Collection of Personal Property by Affidavit ? This procedure may be initiated 30 days after a person dies, if the value of the entire estate (less liens and encumbrances) does not exceed $50,000.

The easiest and quickest form of probate is an informal probate administration. Applications of this type cannot be filed any sooner than 120 hours of decedents passing When the clerk determines all legal requirements have been met, they can file the will and appoint the personal representative to settle the case.

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Montana Sample Letter for Initial Probate Proceedings - Request to Execute Documents