--- title: "Montana Household Paperwork Bundle | MCC Solutions" description: "Montana household paperwork bundle: Executor and Estate Kit, Small Claims Kit, POA Signing Kit, Will Signing Kit, 30% less than separately." url: "https://mcc-solutionsnj.com/toolkits/montana-household-paperwork-bundle" --- Bundle # Montana Household Paperwork Bundle: 4 Kits in One Download (MT Executor and Estate Kit, Montana Small Claims Kit, Montana POA Signing Kit, Montana Will Signing Kit) Montana, from the official pages: The probate estate, wherever located, less liens and encumbrances, up to $100,000 (amended 2023). In Montana, small claims (Small Claims Court (Justice Court small claims; small claims divisions of district court also exist by statute)) cover claims up to $7,000. Get your Montana power of attorney signed the way the state's own law describes. Plan your Montana will signing from the state's own rules. **Coming soon** not on sale yet Why it is not on sale yet [Read the free guide](/state-rules?state=mt) 🌙 The desk is asleep. The store never is. Every kit and ebook downloads the moment you pay, day or night. Questions get answered after we open in the morning. [Browse the store](/toolkits) Who it is for Families in Montana getting papers in order: signing a power of attorney or will, settling an estate, or taking a money dispute to small claims. Not the right fit if You only need one of these papers (buy that kit on its own), or nothing is in Montana. Not a form preparation or legal service. Why it is different - 4 kits for 30% less than buying them one by one; each keeps its own folder in the download. - The Montana kits are built only from our Montana data files: Sources, checked November 2026: MCA 72-3-1101, Collection of personal property by affidavit (Montana Legislature); Montana Judicial Branch: Wills, trusts, estate planning and probate forms; Nolo (secondary source): Probate Shortcuts in Montana (Nolo, updated 5/01/2024); Affidavit for Collection of Personal Property (Beaverhead County, Montana, citing MCA 72-3-1101); MCA 72-3-1101, Collection of personal property by affidavit (Montana Legislature) (official form); Justia (statute text) (secondary source): MCA 72-2-522, Execution; witnessed wills; holographic wills (2022 Montana Code Annotated, Justia); Nolo (secondary source): How to Make a Will in Montana (Nolo); Justia (statute text) (secondary source): MCA 72-2-521, Who may make a will (2021 Montana Code Annotated, Justia); Montana small claims data file, checked November 2026 against MCA 25-35-502 Jurisdiction (Montana Code Annotated 2025); Montana Judicial Branch: Civil Complaints vs. Small Claims (justice court form, rev. 07/13); Park County, Montana, Justice Court: Small Claims ($30 filing fee); Montana power of attorney data file, checked November 2026 against Title 72, chapter 31, part 3, Uniform Power of Attorney Act, table of sections (Montana Legislature); Sample Legal Forms (Montana Department of Public Health and Human Services, Aging Services); Montana will signing data file, checked November 2026 against Justia (statute text) (secondary source): MCA 72-2-522, Execution; witnessed wills; holographic wills (2022 Montana Code Annotated, Justia); Nolo (secondary source): How to Make a Will in Montana (Nolo); Justia (statute text) (secondary source): MCA 72-2-521, Who may make a will (2021 Montana Code Annotated, Justia). - Every kit in the set is written for Montana. What is inside - **Montana Executor and Estate Kit.** The probate estate, wherever located, less liens and encumbrances, up to $100,000 (amended 2023). The section covers personal property only; it doesn't transfer real estate. Real estate isn't counted, and the affidavit doesn't transfer it; it needs its own route. 30 days. Thirty days after the death. Signed before a notary. Sworn and notarized, as Nolo's summary of MCA 72-3-1101 and 72-3-1102 describes it. Handed to the bank or other holder. Presented to whoever owes the debt or holds the property; no court filing. Affidavit for Collection of Personal Property packet. Listed on the Judicial Branch's end-of-life forms page, with a separate small estate packet. Summary administration: As Nolo's summary describes it: when the estate, less liens, is no more than the homestead, exempt property and family allowances plus administration, funeral and last-illness costs, the personal representative distributes right away without notice to creditors and files a closing statement. Signed by at least two individuals, each of whom signs within a reasonable time after seeing the signing or the testator's acknowledgment (MCA 72-2-522, 2022 code text on Justia). Allowed. Per Nolo (citing MCA 72-2-524), the testator and witnesses sign an affidavit before a notary. A notary isn't needed for the will itself. Recognized, with or without witnesses, if the signature and material portions are in the testator's handwriting. An interested witness may sign; Nolo's summary of MCA 72-2-525 still advises using witnesses who don't inherit. Assets, debts, payments and distributions; it compares the countable assets with $100,000, dates day 30 after the death and leaves real estate out of the count. - **Montana Small Claims Court Kit.** In Montana, small claims (Small Claims Court (Justice Court small claims; small claims divisions of district court also exist by statute)) cover claims up to $7,000. From the official page: MCA 25-35-502 (2025 code): small claims jurisdiction over actions for recovery of money or specific personal property when the amount claimed does not exceed $7,000, exclusive of costs, and the defendant can be served within the county where the action is commenced. Where and how to file, from the official pages: County where the defendant can be served (MCA 25-35-502); the court form says the defendant must live in the county or be able to be served in the county. Fees: Park County Justice Court: $30 (Cash or check only). Park County Justice Court's small claims page lists a $30 filing fee, the same amount as the Montana Judicial Branch's justice court comparison form (revised 07/2013). Check the fee with your local justice court. Service: Court form lists 'Service of Order'; counterclaims must be served on the plaintiff by sheriff or process server. Check the local justice court for details. Lawyers are allowed, with limits. Appeal: Per Montana courts justice court form: appeal within 30 days from signed judgment date; case transfers to district court (form lists a $300 good-faith deposit/bond requirements and a $20 transfer fee; check current amounts). A claim calculator that adds up your items and compares the total with $7,000 and $7,000 (interpleader (MCA 25-35-508)), a costs sheet with the Montana fee list, a deadline sheet in business days that skips weekends and federal holidays, and a collection tracker with the balance owed. - **Montana Power of Attorney Signing Kit.** Get your Montana power of attorney signed the way the state's own law describes. Montana's aging services office says its financial power of attorney form must be signed in front of a notary. Step by step in signing order: statutory form: Start from the official form: Statutory form power of attorney (72-31-353); notary: Sign in front of a notary, who completes an acknowledgment; durable after incapacity: Section 72-31-304 is titled 'Power of attorney is durable'. Healthcare: The same office says its health care power of attorney form must be signed in front of a notary (its living will forms take two witnesses instead). Notary: "must be signed in front of a notary." Durable after incapacity: "Power of attorney is durable" Healthcare power of attorney: "must be signed in front of a notary." The 5 confirmed Montana facts at a glance; to look up on the official page: witnesses, agent's acknowledgment, recording for real estate. - **Montana Will Signing Day Kit.** Bring 2 witnesses. The rule: Signed by at least two individuals, each of whom signs within a reasonable time after seeing the signing or the testator's acknowledgment (MCA 72-2-522, 2022 code text on Justia). Pick witnesses who get nothing under the will and aren't married to someone who does. Have a notary there for the self-proving affidavit. The official page we read names a notary public. Allowed. Per Nolo (citing MCA 72-2-524), the testator and witnesses sign an affidavit before a notary. A notary isn't needed for the will itself. The rule here: An interested witness may sign; Nolo's summary of MCA 72-2-525 still advises using witnesses who don't inherit. The testator signs (or acknowledges the signature) while the witnesses watch, then each witness signs. This checklist is for a typed will signed with witnesses. Where the original is and who has copies. Handwritten wills in Montana: Recognized, with or without witnesses, if the signature and material portions are in the testator's handwriting. The 6 confirmed Montana facts at a glance; to look up on the official page: remote witnessing. Get it ## Montana Household Paperwork Bundle Coming soon This kit is being finished: every state rule in it is checked against official sources before it goes on sale. Free now: [State rules directory](/state-rules?state=mt) Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. General information and organizers, not legal, tax or financial advice; we are not lawyers. Each kit keeps its own sources and disclaimers. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right. Questions ## Common questions **What's in the bundle?** 4 kits, each in its own folder of Word, PDF and Excel files: Montana Executor and Estate Kit, Montana Small Claims Court Kit, Montana Power of Attorney Signing Kit, Montana Will Signing Day Kit. One download link by email after payment. **How much do I save?** The bundle is 30% less than the 4 kits bought separately at their regular prices. During a store-wide bundle sale the sale percentage applies to the bundle price once. **Does the kit say how much I can claim in Montana?** Yes, from the official page: $7,000. MCA 25-35-502 (2025 code): small claims jurisdiction over actions for recovery of money or specific personal property when the amount claimed does not exceed $7,000, exclusive of costs, and the defendant can be served within the county where the action is commenced. Last amended 2011 (Ch. 284, L. 2011). A Montana courts justice court form also states real estate eviction cases cannot be filed in small claims. Other limits: interpleader (MCA 25-35-508): $7,000. The workbook compares your total with it. **What does the Montana filing guide say about filing and serving?** Filing: County where the defendant can be served (MCA 25-35-502); the court form says the defendant must live in the county or be able to be served in the county. Serving: Court form lists 'Service of Order'; counterclaims must be served on the plaintiff by sheriff or process server. Check the local justice court for details. **What does it say about lawyers and appeals in Montana?** Lawyers are allowed, with limits. Appeal: Per Montana courts justice court form: appeal within 30 days from signed judgment date; case transfers to district court (form lists a $300 good-faith deposit/bond requirements and a $20 transfer fee; check current amounts). **Who has to be at a Montana power of attorney signing, according to the kit?** Notary: Montana's aging services office says its financial power of attorney form must be signed in front of a notary. **Does it cover a Montana healthcare power of attorney?** Yes, with its own checklist. The same office says its health care power of attorney form must be signed in front of a notary (its living will forms take two witnesses instead). **Which Montana statute language does the kit quote?** Durable after incapacity: "Power of attorney is durable" Healthcare power of attorney: "must be signed in front of a notary." Each quote is printed with its source. **Is this legal advice?** No. Each kit is general information and organizers, not legal, tax or financial advice. Ask a lawyer or accountant about your situation. 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