Financial, Estate, and Health Care Planning Documents for Montanans Concerned about Memory Loss

All Montanans should plan for the future. For those who are concerned about memory loss, completing financial, estate and health care documents is even more important. Anyone could develop some form of dementia or experience a debilitating brain injury from a stroke or accident. These events have the potential to affect one’s ability to remember, to reason, and to make decisions about finances, legacies, and health care treatments.

Health Care Power of Attorney and Related Documents for Montanans  (EB0231)  (Reprinted 2025) (PDF Version) (HTML Version-ADA Accessible) [Order Online]
This 24-page document explains a Health Care Power of Attorney for Montanans, and includes a worksheet and forms to appoint a health care agent(s) and assist others in understanding your health care preferences.

• Health Care Power of Attorney Worksheet (Fillable Form)  (PDF)  (2025)
• “My Life, My Values” A Worksheet for Those Facing Memory Loss:  The purpose of this worksheet is to provide you with the opportunity to record your thoughts about the activities you enjoy and hope to continue enjoying as long as is feasible. Hopefully, sharing the completed questionnaire with family members, friends and long-term care staff will open communication channels that will ensure maintaining the best possible quality of life. (PDF) (2025)