INSTRUCTIONS: MONTANA ACCESSING A DECEASED PERSON'S FINANCIAL ACCOUNTS

The Montana State University Extension's website provides a document discussed in this article providing information about accessing a deceased person's financial accounts.

Montana Accessing A Deceased Person's Financial Accounts Step 1: The first three pages provide general information about this topic.

Montana Accessing A Deceased Person's Financial Accounts Step 2: The fourth page contains an affidavit for collection of personal property of the decedent. On the first blank line, enter the name of the county.

Montana Accessing A Deceased Person's Financial Accounts Step 3: On the second blank line, enter the successor's name.

Montana Accessing A Deceased Person's Financial Accounts Step 3: On the third blank line, enter the decedent's name.

Montana Accessing A Deceased Person's Financial Accounts Step 4: On the fourth blank line, enter the decedent's date of death.

Montana Accessing A Deceased Person's Financial Accounts Step 5: On the fifth blank line, enter the decedent's name.

Montana Accessing A Deceased Person's Financial Accounts Step 6: On the sixth blank line, enter the decedent's name.

Montana Accessing A Deceased Person's Financial Accounts Step 7: On the seventh blank line, enter the successor's name.

Montana Accessing A Deceased Person's Financial Accounts Step 8: On the eighth blank line, enter the asset in question.

Montana Accessing A Deceased Person's Financial Accounts Step 9: Enter the successor's name on the ninth blank line.

Montana Accessing A Deceased Person's Financial Accounts Step 10: Have the form certified by a notary public. The notary public will enter the date on the first blank line of their section.

Montana Accessing A Deceased Person's Financial Accounts Step 11: The notary public will enter the month and year on the next blank line.

Montana Accessing A Deceased Person's Financial Accounts Step 12: The notary public will print or type their name on the next blank line.

Montana Accessing A Deceased Person's Financial Accounts Step 13: On the next blank line, the notary public will enter the city of their residence.

Montana Accessing A Deceased Person's Financial Accounts Step 14: On the last blank line, the notary public will enter the last two digits of the year in which their commission expires.

Montana Accessing A Deceased Person's Financial Accounts Step 15: The notary public will affix their seal where indicated.