Flathead County Beneficiary Deed Form (Montana)
All Flathead County specific forms and documents listed below are included in your immediate download package:
Beneficiary Deed Form
Fill in the blank form formatted to comply with all recording and content requirements.
Included Flathead County compliant document last validated/updated 4/15/2024
Beneficiary Deed Guide
Line by line guide explaining every blank on the form.
Included Flathead County compliant document last validated/updated 5/27/2024
Completed Example of the Beneficiary Deed Document
Example of a properly completed form for reference.
Included Flathead County compliant document last validated/updated 7/17/2024
The following Montana and Flathead County supplemental forms are included as a courtesy with your order:
When using these Beneficiary Deed forms, the subject real estate must be physically located in Flathead County. The executed documents should then be recorded in the following office:
Flathead County Clerk / Recorder
800 South Main St, Rm 114, Kalispell, Montana 59901-5420
Hours: 8:00am to 5:00pm M-F
Phone: (406) 758-5526
Local jurisdictions located in Flathead County include:
- Bigfork
- Columbia Falls
- Coram
- Essex
- Hungry Horse
- Kalispell
- Kila
- Lake Mc Donald
- Lakeside
- Marion
- Martin City
- Olney
- Polebridge
- Somers
- West Glacier
- Whitefish
How long does it take to get my forms?
Forms are available immediately after submitting payment.
How do I get my forms, are they emailed?
Immediately after you submit payment, the Flathead County forms you order will be available for download directly from your account. You can then download the forms to your computer. If you do not already have an account, one will be created for you as part of the order process, and your login details will be provided to you. If you encounter any issues accessing your forms, please reach out to our support team for assistance. Forms are NOT emailed to you.
What does "validated/updated" mean?
This indicates the most recent date when at least one of the following occurred:
- Updated: The document was updated or changed to remain compliant.
- Validated: The document was examined by an attorney or staff, or it was successfully recorded in Flathead County using our eRecording service.
Are these forms guaranteed to be recordable in Flathead County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Flathead County including margin requirements, content requirements, font and font size requirements.
Can the Beneficiary Deed forms be re-used?
Yes. You can re-use the forms for your personal use. For example, if you have more than one property in Flathead County that you need to transfer you would only need to order our forms once for all of your properties in Flathead County.
What are supplemental forms?
Often when a deed is recorded, additional documents are required by Montana or Flathead County. These could be tax related, informational, or even as simple as a coversheet. Supplemental forms are provided for free with your order where available.
What type of files are the forms?
All of our Flathead County Beneficiary Deed forms are PDFs. You will need to have or get Adobe Reader to use our forms. Adobe Reader is free software that most computers already have installed.
Do I need any special software to use these forms?
You will need to have Adobe Reader installed on your computer to use our forms. Adobe Reader is free software that most computers already have installed.
Do I have to enter all of my property information online?
No. The blank forms are downloaded to your computer and you fill them out there, at your convenience.
Can I save the completed form, email it to someone?
Yes, you can save your deed form at any point with your information in it. The forms can also be emailed, blank or complete, as attachments.
Are there any recurring fees involved?
No. Nothing to cancel, no memberships, no recurring fees.
A beneficiary deed must be lawfully executed and recorded during the owner's life or it has no effect.
The Montana Legislature enacted the state's beneficiary deed law, found at Montana Code Annotated Section 72-6-121. All following parenthetical references identify the part of that section which contains additional information.
Beneficiary deeds are nontestamentary documents (11) that convey a potential future interest in real property, but they only become effective when the owner dies. Until that point, the owner retains absolute title to, control over, and use of the property, including the freedom to change or revoke the beneficiary designation, or to sell the property to someone else (6). If an owner executes and records more than one beneficiary deed concerning the same real property, the document recorded closest to the owner's death is the effective beneficiary deed (8).
Note that if the real estate is held as joint tenancy with the right of survivorship, all co-owners should sign the deed or the future transfer might be voided. Review the statute carefully and contact an attorney with questions before executing a beneficiary deed for jointly-held property (4).
Grantee beneficiaries are the declared recipients of the real estate, but they have no rights to or interest in it until the owner's death. They gain title according to the owner's instructions as stated on the recorded deed. By accepting the transfer, beneficiaries become bound to fulfill any obligations, including mortgages or financial agreements associated with the land during the owner's life (1). These obligations may also include a claim against the property by the state for Medicaid benefit reimbursement (7). The signature, consent, or agreement of, or notice to, a grantee beneficiary of a beneficiary deed is not required for any purpose during the lifetime of the owner (10).
Two or more grantee beneficiaries may hold title as tenants in common, joint tenants, or any other form of ownership allowed by Montana laws (2). Owners may also specify one or more successor beneficiaries in case the primary ones are unable or unwilling to accept the transfer after the owner's death (3).
Beneficiary deeds are convenient, flexible tools to include in an overall estate plan, but they may not be appropriate for everyone. Contact an attorney with specific questions or for complex situations.
(Montana BD Package includes form, guidelines, and completed example)
Our Promise
The documents you receive here will meet, or exceed, the Flathead County recording requirements for formatting. If there's an issue caused by our formatting, we'll make it right and refund your payment.
Save Time and Money
Get your Flathead County Beneficiary Deed form done right the first time with Deeds.com Uniform Conveyancing Blanks. At Deeds.com, we understand that your time and money are valuable resources, and we don't want you to face a penalty fee or rejection imposed by a county recorder for submitting nonstandard documents. We constantly review and update our forms to meet rapidly changing state and county recording requirements for roughly 3,500 counties and local jurisdictions.
4.8 out of 5 - ( 4377 Reviews )
Scott M.
August 21st, 2024
Complete Package rndon't spend good money for a title co. to do this
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Stephen B.
August 21st, 2024
This was the first time to use the Deeds.com website for preparing my deed document. This was painless and easy to follow the instructions and sample package for filling in the blank boxes document. The city clerk was impressed to review my document and easily filed my deed record without questions. I would recommend anyone to prepare a legal form that is available from the Deeds.com website.
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Desiree R.
August 19th, 2024
very easy to use
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Cedric W.
January 2nd, 2021
This process was very easy to go through, from beginning to end. It was fast, precise and got the job done without me having to leave my computer. If opportunities arise, I will definitely use deeds.com again.
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Camille L.
January 20th, 2022
very user friendly!
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RONALD L W.
August 11th, 2022
Easy access of downloadable forms for use by Pennsylvania, Allegheny County residents.
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William S.
August 5th, 2020
Assuming that the downloads went without a hitch, the system was easy to follow and execute.
Thank you!
Christine M.
September 8th, 2021
Forms were top notch, easy to complete, printed beautifully, recorded with no revisions. Highly recommend for anyone preparing their own deeds.
Thank you for the kind words Christine. Have an amazing day!
Robert J D.
December 19th, 2018
I accidentally ordered 2 forms for the affidavit of death. I only need one.
Thanks for your feedback. Looking at your account we do not see any duplicate orders. Our system does stop duplicate orders before they are processed in many cases. Have a great day.
Robert B.
August 14th, 2021
The forms were easy to download and fill.
Thank you!
William K.
December 14th, 2018
Thanks for the service which was excellent and timely. Instructions were easy to follow and results worth the cost.
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Barbara E.
April 4th, 2019
Fast efficient, just what I needed.
Thank you so much Barbara. We appreciate your feedback.
A. S.
February 27th, 2019
First, I am glad that you gave a blank copy, an example copy, and a 'guide'. It made it much easier to do. Overall I was very happy with your products and organization... however, things got pretty confusing and I have a pretty 'serious' law background in Real Estate and Civil law. With that said, I spent about 10+ hours getting my work done, using the Deed of Trust and Promissory note from you and there were a few problems: First, it would be FANTASTIC if you actually aligned your guide to actually match the Deed or Promissory Note. What I mean is that if the Deed says 'section (E)' then your guide shouldn't be 'randomly' numbered as 1,2,3, for advice/instructions, but should EXACTLY match 'section (E)'. Some places you have to 'hunt' for what you are looking for, and if you did it based on my suggestion, you wouldn't need to 'hunt' and it would avoid confusion. 2nd: This one really 'hurt'... you had something called the 'Deed of Trust Master Form' yet you had basically no information on what it was or how to use it. The only information you had was a small section at the top of the 'Short Form Deed of Trust Guide'. Holy Cow, was that 'section' super confusing. I still don't know if I did it correctly, but your guide says only put a return address on it and leave the rest of the 16 or so page Deed of Trust beneath it blank... and then include your 'Deed of Trust' (I had to assume the short form deed that I had just created) as part of it. I had to assume that I had to print off the entire 17 page or so title page and blank deed. I also had to assume that the promissory note was supposed to be EXHIBIT A or B on the Short Form Deed. It would be great if someone would take a serious look at that short section in your 'Short Form Deed of Trust Guide' and realize that those of us using your products are seriously turning this into a county clerk to file and that most of us, probably already have a property that has an existing Deed... or at least can find one in the county records if necessary... and make sure that you make a distinction between the Deed for the property that already exists, versus the Deed of Trust and Promissory note that we are trying to file. Thanks.
Thank you for your feedback. We'll have staff review the document for clarity. Have a great day!
juanita S.
May 6th, 2019
Easy to fill with explanations to accompany
Thank you Juanita, we really appreciate your feedback.
Nancy B.
August 23rd, 2020
Deeds.com is a godsend! Being able to download the pertinent state and county specific forms reassured me of having the correct t forms in which to proceed. The cost was most reasonable. Thanks for this service.
Thank you!