Montana Power of Attorney Signing Kit: Montana's Signing Rules, Signing-Day Sheet, Copies and Recording Log, and an Agent Ledger

Who it is for

Anyone signing a power of attorney in Montana, the agent who will act under it, and family members helping on signing day. Montana has a statutory form (Statutory form power of attorney (72-31-353)); the kit links it and organizes the signing around it.

Not the right fit if

The person signing doesn't live in Montana, you need the document written (that's a lawyer's job), or there's doubt about capacity or pressure from family. Not a power of attorney form or a legal service.

Why it is different

• Built only from our Montana power of attorney data file, checked November 2026 against Title 72, chapter 31, part 3, Uniform Power of Attorney Act, table of sections (Montana Legislature); Sample Legal Forms (Montana Department of Public Health and Human Services, Aging Services).
• 3 facts aren't stated on those pages, so the kit leaves them out and lists them once to look up, instead of guessing.
• The act behind it: Part 3 of Title 72, chapter 31 is the Uniform Power of Attorney Act.
• For the estate side in Montana, the Montana Executor and Estate Kit: The probate estate, wherever located, less liens and encumbrances, up to $100,000 (amended 2023). The section covers personal property only; it doesn't transfer real estate.

What is inside

• Start here. The 5 confirmed Montana facts at a glance; to look up on the official page: witnesses, agent's acknowledgment, recording for real estate.
• Montana signing checklist, financial and healthcare. Step by step in signing order: statutory form: Start from the official form: Statutory form power of attorney (72-31-353); notary: Sign in front of a notary, who completes an acknowledgment; durable after incapacity: Section 72-31-304 is titled 'Power of attorney is durable'. Healthcare: The same office says its health care power of attorney form must be signed in front of a notary (its living will forms take two witnesses instead).
• Signing-day sheet. Who has to be there (a notary; for the healthcare one, a notary), and their ID.
• After signing: copies, recording and the agent. Plus a copies log.
• Montana POA signing tracker (Excel). Signing-day steps with a status, everyone's ID, a copies log and an agent's ledger.
• In Montana's own words. Notary: "must be signed in front of a notary." Durable after incapacity: "Power of attorney is durable" Healthcare power of attorney: "must be signed in front of a notary."