Best Inheritance Law Lawyers in Great Falls

Share your needs with us, get contacted by law firms.

Free. Takes 2 min.

Browning Kaleczyc Berry & Hoven P.C
Great Falls, United States

Founded in 1982
49 people in their team
English
Since its beginning as a small office with two attorneys in 1982, BKBH has become recognized as a leading law firm for Montana businesses and individuals. We take great pride in providing our clients with premier legal services.Our FirmServing the Legal Needs of Montana Individuals &...
AS SEEN ON

About Inheritance Law in Great Falls, United States

Inheritance law in Montana governs wills, intestate succession, probate, and trusts. In Great Falls, most probate matters are handled in Cascade County District Court. The state's rules determine who inherits when there is no will, and how debts and taxes are paid before asset distribution.

Wills appoint executors to manage estates, while trusts offer alternatives to probate for asset management. Attorneys in Great Falls assist with drafting documents, filing petitions, and resolving disputes between heirs, executors, and creditors. Understanding these basics helps residents plan ahead and respond effectively if a death occurs.

Why You May Need a Lawyer

  • You are named the executor or administrator for a Cascade County estate and must file a probate petition. An attorney can prepare forms, track deadlines, and handle creditor claims.
  • A will or trust is challenged in Great Falls. A lawyer can defend or contest validity, interpret ambiguous terms, and present evidence in court.
  • Assets are located outside Montana, complicating the probate process. An attorney coordinates multi-state issues, including out-of-state filings and foreign executorship rules.
  • Disputes arise about how assets should be distributed among heirs. A counsel can mediate or litigate to resolve gaps in the will or trust provisions.
  • Creditor claims must be assessed and paid from the estate. An attorney helps prioritize debts and ensure proper notice to creditors under Montana law.
  • A decedent died without a will, and you are navigating intestate succession. A lawyer ensures the rightful heirs receive assets according to state statutes.

Seeking legal help early can prevent missteps that delay settlement or trigger unnecessary costs. An experienced Montana attorney familiar with Great Falls probate practice can explain options, timelines, and potential outcomes.

Local Laws Overview

Montana probate and estate rules are primarily found in the Montana Code Annotated. In Great Falls, the District Court in Cascade County handles probate petitions, estate administration, and guardianship matters for residents.

Key regulatory frameworks include the Montana Code Annotated and related fiduciary and trust provisions. Montana has adopted a framework for wills, trusts, and fiduciary duties intended to streamline administration while protecting heirs and creditors. Practitioners should verify current requirements on official sites before filing documents.

Montana Code Annotated Title 72 - Estates

The Montana Code Annotated Title 72 governs wills, intestate succession, and probate administration. This body of law sets who inherits when there is no valid will and outlines the duties of executors and administrators. You should consult the statute to identify filing deadlines and required notices in Great Falls cases.

Uniform Trust Code in Montana

Montana has adopted the Uniform Trust Code framework to govern trust creation, administration, and disputes. This code affects how trusts are interpreted, how beneficiaries are managed, and how trustees handle distribution of trust assets in probate or out-of-probate contexts. Always review the current trust provisions with a qualified attorney.

Montana Rules and Procedures for Probate

Montana court rules, including those related to probate filings, govern how petitions are submitted and heard in Cascade County. Rules address service of process, notices to heirs, and timelines for petitions and inventories. Local court practice guides provide county-specific instructions for Great Falls cases.

Source: United States Courts - Probate information for individuals. https://www.uscourts.gov/self-help/probate
Source: Montana Legislature - Montana Code Annotated Title 72 - Estates. https://leg.mt.gov
Source: Montana Judicial Branch - Probate resources. https://courts.mt.gov

Frequently Asked Questions

What is probate and why does it happen?

Probate is the court supervised process to validate a will and settle debts. It ensures assets are distributed according to the decedent's wishes or state law when no will exists.

How do I start a probate case in Great Falls?

File a petition in the Cascade County District Court with the decedent's death certificate, will, and asset list. An attorney can prepare the documents and guide you through notices and deadlines.

What is the difference between a will and a trust in Montana?

A will directs asset distribution after death and may require probate. A trust transfers assets during the decedent’s life or at death and can avoid probate for those assets.

Do I need to hire an attorney for probate?

While not always required, most estates benefit from an attorney's guidance on filings, notices, creditor claims, and complex asset issues. An attorney helps minimize errors and delays.

How long does probate typically take in Montana?

Simple estates may resolve in 6-9 months; more complex cases can take 12-24 months or longer. Timelines depend on asset complexity, debt disputes, and court schedules.

What information should I gather before meeting an attorney?

Bring the will, death certificate, asset list, debt information, beneficiary designations, and contact details for heirs and institutions holding assets.

Can a Montana will be challenged after death?

Yes, a will can be contested on grounds such as lack of capacity, undue influence, or improper execution. Contest procedures differ by case and must follow court rules.

Should I consider a trust to avoid probate in Great Falls?

Trusts can avoid probate for assets placed in the trust. A lawyer can help you decide if a trust suits your goals and assist with proper drafting and funding.

Do I need to probate out-of-state assets?

Probate may be required for assets located in Montana. Out-of-state assets might be probated in their state, or bypass probate if titled properly in a trust or payable on death designations are used.

Is intestate succession different for married couples?

Yes, Montana provides specific rules for surviving spouses and children. The distribution depends on the presence of a spouse, children, and other relatives under state law.

What are creditor claims and how are they handled?

Creditors must be notified and given an opportunity to present claims. The estate pays valid debts before assets are distributed to heirs or beneficiaries.

Where can I find official forms for probate in Cascade County?

Official forms are available through the Montana Judicial Branch and Cascade County court sites. Using the correct forms helps ensure proper processing.

Additional Resources

  • United States Courts - Probate information for individuals. Provides general guidance on the probate process and its purpose. https://www.uscourts.gov/self-help/probate
  • Montana Judicial Branch - Probate resources. Offers state level probate forms, rules, and court guidance. https://courts.mt.gov
  • Cascade County District Court (Great Falls) - Probate and court procedures. Official county information for court filings and case management. https://www.cascadecountymt.gov

Next Steps

  1. Identify the type of estate matter you have (probate, guardianship, trust administration). This helps determine the right filing and procedure. Timeframe: immediate, within a week of death if possible.
  2. Gather essential documents including the death certificate, will, lists of assets and debts, and beneficiary designations. Timeframe: 1-2 weeks for initial collection.
  3. Consult a Montana-licensed attorney who handles Great Falls probate cases. Get a case assessment and a written plan with milestones. Timeframe: book an initial consultation within 2-3 weeks.
  4. Decide whether to pursue probate, file a petition, or explore alternatives like trusts for asset transfer. Timeframe: dependent on asset complexity; typical initial filing within 1 month after consultation.
  5. Choose the attorney and execute a retainment agreement. Obtain a clear fee structure and anticipated costs. Timeframe: 1-2 weeks after consultation.
  6. File the probate petition with Cascade County District Court and begin notices to heirs and creditors. Timeframe: plans typically set within 1-2 weeks after engagement.
  7. Monitor case progress, respond to court requests, and distribute assets per court orders. Timeframe: ongoing until settlement, commonly 6-24 months for many estates.
Lawzana helps you find the best lawyers and law firms in Great Falls through a curated and pre-screened list of qualified legal professionals. Our platform offers rankings and detailed profiles of attorneys and law firms, allowing you to compare based on practice areas, including Inheritance Law, experience, and client feedback. Each profile includes a description of the firm's areas of practice, client reviews, team members and partners, year of establishment, spoken languages, office locations, contact information, social media presence, and any published articles or resources. Most firms on our platform speak English and are experienced in both local and international legal matters. Get a quote from top-rated law firms in Great Falls, United States - quickly, securely, and without unnecessary hassle.

Disclaimer:
The information provided on this page is for general informational purposes only and does not constitute legal advice. While we strive to ensure the accuracy and relevance of the content, legal information may change over time, and interpretations of the law can vary. You should always consult with a qualified legal professional for advice specific to your situation. We disclaim all liability for actions taken or not taken based on the content of this page. If you believe any information is incorrect or outdated, please contact us, and we will review and update it where appropriate.