Montana Durable Financial Power of Attorney Form

The Montana durable financial power of attorney form is a legal document that is completed by a Principal so that they may choose a trusted Agent to care for their personal property to include their banking and any other financial accounts.This document does not provide permission for the Agent to make any decisions regarding the Principal’s health care. The form will provide information pertaining to the Principal’s wishes which should be carefully considered by the Agent as if the Principal were available to make their own decisions.

For this document to be effective, the Principal must sign the document before a Notary Public The Principal may revoke this document at their own discretion.

How to Write

Step 1 – Download the Document – Enter the following:

  • Principal’s Name
  • AND
  • Agent’s Name
  • Physical Address
  • Agent’s Telephone Number

Step 2 – Designation of Successor Agent(s) – In the event the original Agent is unable or unwilling to serve, the Principal may wish to select more than one Successor Agent to ensure there will be other’s to step up to assist – Enter the following information for each Agent in the lines provided per Agent:

  • Name of Successor Agent
  • Successor Agent’s Address
  • Successor Agent’s Telephone Number

Step 3 – Grant of General Authority – Review the following selections and initial only the powers that the Principal would like to grant to their Agent(s) as follows:

  • Real Property
  • Tangible Personal Property
  • Stocks and Bonds
  • Commodities and Options
  • Banks and Other Financial Institutions
  • Operation of Entity or Business
  • Insurance and Annuities
  • Estates, Trusts, and Other Beneficial Interests
  • Claims and Litigation
  • Personal and Family Maintenance
  • Benefits from Governmental Programs or Civil or Military Service
  • Retirement Plans
  • Taxes
  • All Preceding Subjects

Step 4 – Special Instructions (Optional) –

  • Should the Principal have any special instructions, type or write them into the lines provided ie: If the Principal would like to state a specific date when the document will commence, place it in this section

Step 5 – Nomination of Conservator or Guardian (Optional) – Should a court of law determine that there must be a Guardian appointed to care for the Principal, the Principal may wish to nominate a Conservator or Guardian at this time by providing the following information:

  • Name of Nominee for conservator or guardian of the Principal’s estate
  • Nominee’s Address
  • Nominee’s Phone Number
  • Name of Nominee for guardian of the Principal’s person
  • Nominee’s Address
  • Nominee’s Phone Number

Step 6 – Signature and Notary Acknowledgement – Enter the following:

  • Principal’s Signature
  • Date of Signature in mm/dd/yyyy format
  • Principal’s Printed Name
  • Principal’s Address
  • Principal’s Telephone Number

Notarization –

Once the Principal has completed and submitted their signature and information, the Notary will complete the document in acknowledgement.