Summary Administration Package - Small Estates - Montana 2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin with the 'Petition for Informal Appointment of Personal Representative/Informal Probate of Will'. Fill in your name, address, and relationship to the deceased. Ensure all required fields are completed accurately.
  3. Next, complete the 'Notice of Petition' section. This informs interested parties about the petition. Include details such as hearing dates and locations.
  4. Proceed to the 'Proposed Order Approving Petition'. Here, you will summarize your request for approval from the court regarding your appointment as personal representative.
  5. Complete the 'Inventory and Appraisement' form by listing all assets and their fair market values. This is crucial for estate evaluation.
  6. Finally, fill out the 'Verified Closing Statement', confirming that you have administered the estate properly and notifying all interested parties.

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