Montana Power of Attorney Form Create a Montana Power of Attorney Form

... Montana

Home
Power of Attorney
Montana

Montana Power of Attorney Form

Published Dec 16, 2025

1 Downloads

A Montana Power of Attorney Form is a legal instrument authorizing a designated agent to act on a principal's behalf regarding financial or healthcare matters.

Create a Montana Power of Attorney Form

Poa Type

What type of Power of Attorney do you want to create?

General Power of Attorney Limited/Special Power of Attorney Durable Power of Attorney Springing Power of Attorney Medical/Healthcare Power of Attorney

Select the type of authority you wish to grant. 'General' grants broad powers; 'Limited/Special' restricts authority to specific acts; 'Durable' remains in effect if the Principal becomes incapacitated; 'Springing' only becomes effective upon a specified event.

View Document

Create

Download PDF

0% Complete 0/0 Fields

MONTANA POWER OF ATTORNEY FORM

I. APPOINTMENT OF AGENT

This Power of Attorney is made on , by and between:

The Principal:
Name:
Address:
City: State: Montana Zip Code:

The Agent:
I, the Principal, hereby appoint the following individual as my Agent (attorney-in-fact):
Name:
Address:
City: State: Zip Code:
Phone:

II. DESIGNATION OF SUCCESSOR AGENT (OPTIONAL)

Designate a Successor Agent?

If my Agent is unable or unwilling to act for me, I name as my Successor Agent:

Name:
Address:
City: State: Zip Code:
Phone:

III. GRANT OF GENERAL AUTHORITY

I grant my Agent and any Successor Agent general authority to act for me with respect to the following subjects as defined in the Montana Uniform Power of Attorney Act (Title 72, Chapter 31, Part 3, Montana Code Annotated).

(Check the boxes of the subjects you wish to grant authority for. You may check "All of the Above" to grant all powers listed.)

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 of the Above

IV. GRANT OF SPECIFIC AUTHORITY

My Agent MAY NOT do any of the following specific acts for me UNLESS I have marked the specific authority listed below. Granting any of the following powers gives your Agent the authority to take actions that could significantly reduce your property or change how your property is distributed at your death.

(Check the specific acts you wish to authorize.)

Create, amend, revoke, or terminate an inter vivos trust

Make a gift, subject to the limitations of the Montana Uniform Power of Attorney Act

Create or change rights of survivorship

Create or change a beneficiary designation

Authorize another person to exercise the authority granted under this Power of Attorney

Waive the Principal’s right to be a beneficiary of a joint and survivor annuity, including a survivor benefit under a retirement plan

Exercise fiduciary powers that the Principal has authority to delegate

V. LIMITATION ON AGENT'S AUTHORITY

An Agent that is not my ancestor, spouse, or descendant MAY NOT use my property to benefit the Agent or a person to whom the Agent owes an obligation of support unless I have included that authority in the Special Instructions below.

VI. SPECIAL INSTRUCTIONS

Any special instructions or limitations on the Agent's authority are as follows:

VII. DURABILITY AND EFFECTIVE DATE

(Check one of the following to determine the validity and effective date of this document.)

Durable Power of Attorney

Springing Power of Attorney

Non-Durable Power of Attorney

Durable Power of Attorney. This Power of Attorney shall become effective immediately upon the date of execution and shall not be affected by my subsequent disability or incapacity.

Springing Power of Attorney. This Power of Attorney shall become effective only upon my disability or incapacity. I shall be considered disabled or incapacitated if a physician certifies in writing that I am unable to manage my financial affairs.

Non-Durable Power of Attorney. This Power of Attorney shall become effective immediately but shall terminate upon my disability or incapacity.

VIII. NOMINATION OF CONSERVATOR OR GUARDIAN

If it becomes necessary for a court to appoint a conservator or guardian of my estate or guardian of my person, I nominate the following person(s) for appointment:

Nominee for Conservator of my Estate:

Nominee for Guardian of my Person:

IX. RELIANCE ON THIS POWER OF ATTORNEY

Any person, including my Agent, may rely upon the validity of this Power of Attorney or a copy of it unless that person knows it has terminated or is invalid. Pursuant to Montana Code Annotated Section 72-31-324, any person who in good faith accepts this acknowledged Power of Attorney without actual knowledge that the Power of Attorney is void, invalid, or terminated, may rely upon the Power of Attorney as if the Power of Attorney were genuine, valid and still in effect.

X. REVOCATION

I hereby revoke all prior Powers of Attorney created by me, except:

Powers of Attorney granted exclusively for military purposes;
Powers of Attorney for Health Care; and
Powers of Attorney related to the management of specific business interests which were explicitly intended to survive this general grant.

XI. GOVERNING LAW

This Power of Attorney shall be governed by the laws of the State of Montana.

XII. SIGNATURE AND ACKNOWLEDGMENT

PRINCIPAL

Signature: _________________________
Print Name: _______________
Date:
Address: _______________, _______________, MT _______________

Include Notary Public Section?

NOTARY ACKNOWLEDGMENT

State of Montana
County of

This instrument was acknowledged before me on , by _______________ (Name of Principal).

Signature of Notary Public: _________________________

Printed Name of Notary:

(Seal, if any)

Title or Rank:

Residing at:

My Commission Expires:

XIII. AGENT'S CERTIFICATION AND ACCEPTANCE

I, _______________ (Name of Agent), have read the attached Power of Attorney and am the person identified as the Agent for the Principal. I hereby acknowledge that when I act as Agent:

I shall act in good faith, in accordance with the Principal's reasonable expectations to the extent actually known by me, and otherwise in the Principal's best interest;
I shall act loyally for the Principal's benefit;
I shall not create a conflict of interest that impairs my ability to act impartially in the Principal's best interest;
I shall keep a record of all receipts, disbursements, and transactions made on behalf of the Principal.

AGENT

Signature: _________________________
Print Name: _______________
Date:
Address: _______________, _______________, _______________ _______________

PDF Preview

What is a Montana Power of Attorney Form?

A Montana Power of Attorney Form is a legal instrument that authorizes an individual, referred to as the principal, to designate another person, known as the agent or attorney-in-fact, to manage specific affairs on their behalf. This document grants the agent the legal authority to execute financial transactions, manage real estate, or make healthcare decisions depending on the scope defined within the agreement. Residents of Montana utilize this instrument to ensure the continuity of asset management during periods of absence or incapacity. The creation and validity of these documents are primarily governed by the Montana Uniform Power of Attorney Act, which establishes the statutory framework for delegation of authority.

Types of Montana Power of Attorney Form

Montana law recognizes several distinct categories of power of attorney documents, each serving a specific purpose regarding the duration and scope of authority granted to the agent.

General Power of Attorney - Grants the agent broad authority to handle financial and legal matters for the principal. This authority typically terminates if the principal becomes incapacitated or disabled.
Durable Power of Attorney - Remains effective even if the principal becomes incapacitated or mentally incompetent. This type ensures that the agent can continue to manage the principal's affairs without the need for court-appointed guardianship.
Limited Power of Attorney - Restricts the agent's authority to specific actions or a defined period. This is often used for single transactions, such as a real estate closing or handling business matters during a temporary absence.
Medical Power of Attorney - Designates an agent to make healthcare decisions for the principal if they are unable to communicate their wishes. This document is often distinct from financial powers and focuses solely on medical treatment and care options.
Springing Power of Attorney - Becomes effective only upon the occurrence of a specific event, typically the incapacity of the principal. The document must clearly define the criteria for determining when the power springs into effect.

Legal Requirements for Validity in Montana

For a power of attorney to be legally binding in Montana, specific execution formalities must be observed. Failure to adhere to these standards may result in the document being rejected by financial institutions or courts.

Capacity of Principal - The individual creating the document must be at least 18 years old and of sound mind at the time of signing.
Written Format - The authorization must be in writing to be enforceable.
Signature - The principal must sign the document or direct another individual to sign it in their conscious presence.
Notarization - A signature acknowledged by a notary public is required for the document to be presumed genuine under state statutes (MCA § 72-31-305).
Witnesses - While not strictly required for all financial powers of attorney, having witnesses can provide additional evidentiary support if the validity of the document is challenged.

Agent Duties and Responsibilities

The individual appointed as an agent assumes a fiduciary role. This position carries significant legal and ethical obligations to act in the best interest of the principal. The Montana Uniform Power of Attorney Act outlines specific mandatory duties that apply unless the document explicitly states otherwise.

Fiduciary Standard - The agent must act in good faith, within the scope of authority granted, and in a manner that serves the principal's best interest.
Loyalty - Agents must avoid conflicts of interest that impair their ability to act impartially.
Record Keeping - The agent is required to keep accurate records of all receipts, disbursements, and transactions made on behalf of the principal.
Competence - The agent must act with the care, competence, and diligence tailored to the circumstances.
Preservation of Estate Plan - An agent should attempt to preserve the principal's estate plan if they know about it and preservation is consistent with the principal's best interest.

How to Revoke a Montana Power of Attorney

A principal retains the right to revoke a power of attorney at any time, provided they maintain the mental capacity to do so. Revocation is a critical process to ensure that an agent's authority is formally terminated.

Step 1: Draft a Revocation of Power of Attorney - Create a written document explicitly stating the intention to revoke the previous power of attorney.

Step 2: Sign and Notarize - Execute the revocation document with the same formalities used for the original power of attorney, typically involving a notary public.

Step 3: Notify the Agent - Deliver a copy of the revocation to the former agent to inform them that their authority has been terminated.

Step 4: Notify Third Parties - Send copies of the revocation to banks, financial institutions, and healthcare providers who may have the original power of attorney on file.

Step 5: Record the Revocation - If the original power of attorney was recorded with the County Clerk and Recorder, the revocation must also be recorded in the same jurisdiction.

State Statutes and Regulations

The governance of power of attorney documents in Montana is established through specific legislative acts found in the Montana Code Annotated (MCA). These statutes provide the legal framework for creation, execution, and enforcement.

Montana Uniform Power of Attorney Act - Establishes the comprehensive rules for financial powers of attorney, including the creation, validity, and termination of the authority (MCA Title 72, Chapter 31).
Statutory Form Power of Attorney - Provides a standardized form template that, when used, is legally sufficient to grant authority (MCA § 72-31-353).
Agent Certification Form - Outlines the optional form for an agent to certify the validity of their authority to third parties (MCA § 72-31-354).
Durability Provisions - Defines the conditions under which a power of attorney remains valid despite the principal's incapacity (MCA § 72-31-304).
Liability for Refusal - details the liability of third parties, such as banks, who unreasonably refuse to accept a valid acknowledged power of attorney (MCA § 72-31-326).
Rights of the Terminally Ill Act - Governs declarations regarding life-sustaining treatment, often associated with healthcare powers (MCA Title 50, Chapter 9).

Frequently Asked Questions

Yes, under the Montana Uniform Power of Attorney Act, a signature on a power of attorney is presumed to be genuine if the principal acknowledges the signature before a notary public. While a document might be valid without it, notarization is strongly recommended to ensure acceptance by third parties such as banks.

The authority granted expires upon the death of the principal, the revocation by the principal, or the resignation of the agent. Additionally, a non-durable power of attorney expires if the principal becomes incapacitated.

No, an agent is generally prohibited from creating, amending, revoking, or terminating the principal's will. The authority to draft or alter a last will and testament is personal to the testator and cannot be delegated through a power of attorney.

If an individual becomes incapacitated without a valid power of attorney in place, family members or interested parties may need to petition the district court to be appointed as a guardian or conservator. This court process can be time-consuming and more expensive than executing a power of attorney beforehand.

Yes, a power of attorney executed in another state is generally valid in Montana if it complied with the laws of that state at the time of execution. It is also valid if it complies with the requirements of the Montana Uniform Power of Attorney Act.

Yes, a principal can grant an agent authority over real estate transactions, including buying, selling, or leasing property. For real estate matters, the power of attorney document is often recorded with the County Clerk and Recorder in the county where the property is located.

Do you have a question about a Montana Power of Attorney Form?

0/1000

This is general information only. Always consult a legal professional for specific advice.

Example questions:

Loading example questions...

Loading recent questions...

No questions have been asked yet.

Be the first to ask a question!

Not the form you're looking for?

Try our legal document generator to create a custom document

Community Discussion

Share your experience and help others

Comments (0)

Name

Your email will not be displayed publicly. It is used for validation purposes only and will never be used to send unwanted emails or sold to third parties.

Comment

Replying to

No comments yet. Be the first to comment!

Legal Notice: Comments are personal opinions and do not constitute legal advice. Always consult a qualified attorney for matters specific to your situation.