Annotate Legal Montana Aging Parents Forms For Free

A Montana Tax Power of Attorney Form (Dept. of Revenue), otherwise known as the ?Montana Department of Revenue Authorization to Disclose Tax Information Form,? is a document you can use to designate someone, usually a tax professional, to act on your behalf at the Department of Revenue.

A Financial Power of Attorney must be signed in front of a notary and should be given to all of your financial institutions, including banks, financial planners, and investment firms. We recommend using the Agent's acknowledgement form attached to the Financial Power of Attorney.

A Montana durable statutory power of attorney form allows a person to appoint someone else to handle their financial-related affairs on their behalf. The designation only occurs while the person granting power, the ?principal?, is alive and continues even if they should become incapacitated.

A Montana medical power of attorney is a document that allows a principal to appoint an ?agent? or ?attorney-in-fact? to handle health care decisions on their behalf. The principal may also select ?successor agents? in the event the agent is not able to perform their duties (agents may not act together).

Under the Montana Uniform POA Act, a POA is considered durable unless the document specifically states that it is terminated by the incapacity of the principal. With a durable POA an agent can handle the principal's financial affairs without the need for court action.

In Montana, a Health Care Power of Attorney is effective upon your signature, without having your signature notarized or witnessed. However, notarization provides proof your signature is genuine should any questions arise from family members and/or health care professionals.