What to Do When Someone Dies in Montana
When a loved one passes away in Montana, there are important legal and financial steps to take. Montana has adopted the Uniform Probate Code, which streamlines the probate process.
Small Estate Threshold
$50,000
Probate Timeline
6-12 months
Death Certificate
$14 per copy
Order From
Montana Department of Public Health and Human Services
State Estate Tax
NoInheritance Tax
NoGet the death certificate in Montana
In Montana, the funeral home files the death certificate with the Montana Department of Public Health and Human Services. Certified copies cost $14 each. Request 10-15 certified copies.
Understand Montana probate
Montana probate typically takes 6-12 months. Small estates under $50,000 may qualify for simplified procedures. Montana has adopted the Uniform Probate Code, offering informal and formal probate options.
Handle financial accounts
Gather information about bank accounts, investment accounts, and retirement funds. Contact each financial institution with a certified death certificate. Accounts with named beneficiaries pass outside probate.
Frequently asked questions about Montana estates
Neighboring state guides
Estate laws vary by state. If the deceased owned property in multiple states, you may need to file in each state.
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