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Montana Last Will and Testament

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Montana Legal Requirements

Key MT statutes and obligations that apply to your last will and testament.

Requirements

  • Governed by the Montana Uniform Probate Code (Mont. Code Ann. §72-2-101 et seq.); must be signed by the testator and witnessed by two individuals who sign within a reasonable time after witnessing
  • Witnesses must not be named beneficiaries — an interested witness does not void the will but may lose their bequest
  • Holographic wills (entirely in the testator's handwriting and signed) are valid under §72-2-522

Restrictions & Limits

  • Montana has a spousal elective share — the surviving spouse may elect against the will (§72-2-221) to receive a share of the augmented estate
  • Pretermitted children (omitted from the will) may receive an intestate share under §72-2-302 unless the will expressly accounts for them
  • Montana has no estate tax or inheritance tax, simplifying estate planning for most residents

Official Statute References

Primary Montana statutes governing this document type.

Montana Last Will and Testament FAQ

Common questions about last will and testaments under Montana law.

Does Montana have an estate tax?

No. Montana has no state estate tax or inheritance tax. Federal estate tax may apply to estates exceeding the federal exemption ($13.61 million in 2024), but most Montana estates are not affected.

Are holographic wills valid in Montana?

Yes. Under §72-2-522, a will entirely in the testator's handwriting and signed is valid in Montana without witnesses. However, a formally witnessed will is more difficult to challenge and is generally preferred.

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Disclaimer: LegalLawDocs.com provides self-help legal documents for informational purposes only. The documents and information on this site do not constitute legal advice and are not a substitute for consultation with a licensed attorney. Laws vary by state and change frequently — review your document with a qualified professional before relying on it.