Legal Service Developer Program
The Montana Legal Services Developer in the Office on Aging, provides elder law training and resources for seniors, family members and social outreach workers. The program also develops pro bono and local legal services referrals, training materials and telephone assistance to seniors on related matters.
If you have questions regarding legal documents or forms, please call; the Legal Services Developer can be contacted by calling (800) 332-2272 (Monday - Friday 8 am to 5 pm).
July 21st, 2020
Call Katy Lovell, Legal Services Developer for updated clinic information (406) 444-7787
Estate planning is important for adults of all ages to allow you to express your wishes for your care and financial management. Estate planning is also an important tool to prevent financial exploitation. Montana has several statutory forms including the Declaration of Living Will, Declaration of Living Will by Appointment, Declaration of Homestead, Transfer on Death Deed and the Financial Power of Attorney. Other forms have been developed and tested through our program, including the Simple Will for Single and Married Individuals. The model form for the Health Care Power of Attorney was developed by a coalition including the MSU Extension Office and the State Alzheimer’s Working Group. Estate planning can be confusing and these simple forms may not be appropriate for all people and all situations. Consulting a licensed legal professional is the best way to ensure your needs are being met. Individuals 60 years old and older and all tribal members may contact the Legal Service Developer Program with questions. Individuals under the age of 60 years old may contact Montana Legal Services Association or the State Bar of Montana.
Our publications are not intended to be a substitute for legal advice. Rather, they are designed to help families become better acquainted with some of the devices used in long term planning and to create an awareness of the need for such planning. Future changes in laws cannot be predicted and statements in this narrative are based solely on those laws in force on the date of publication.
We recommend you seek legal advice for all your planning needs