Basic Probate Process and Fiduciary Duties in Montana

This video is for the Personal representatives wanting to know what is the general probate process and fiduciary duties in Montana. Presented by Heather Starnes, an attorney with Jardine Law firm out of Great Falls, MT and Nicole Rieker of Missoula and Lana Kadoshnikov of Great Falls, CPAs with JCCS, PC accounting firm.

This presentation covers basic items that will help you as a first time personal representative to know what are the general expectations of your role and will help you feel more comfortable and confident in your initial appointment with an attorney.

Additional information that may be helpful is our video, Estates & Trusts – Personal Representatives: Preparing for Initial Visit, that can be found on our Webinar page.

This brochure will be helpful as well: Dying Without a Will in MT.

DISCLAIMERS:

The purpose of this presentation is to provide information, rather than advice or opinion. It is accurate to the best of the presenter’s knowledge as of the date the presentation was developed.  The information, examples and suggestions presented in this material have been developed from sources believed to be reliable. This presentation should not be viewed as a substitute for the guidance and recommendations of a retained professional and should not be construed as legal or other professional advice. Any references to non-JCCS websites or resources are provided solely for convenience, and JCCS disclaims any responsibility with respect to such websites or resources. The examples provided in this material are for illustrative purposes only and any similarity to actual individuals, entities, places or situations is unintentional and purely coincidental.  In addition, the examples are not intended to establish any standards of care or to serve as legal or professional advice appropriate for any particular factual situations. JCCS recommends consultation with one of our professionals and/or competent legal counsel before applying this material in any particular factual situations.