Lewis And Clark County Beneficiary Deed Form (Montana)

All Lewis And Clark County specific forms and documents listed below are included in your immediate download package:

Beneficiary Deed Form

Lewis And Clark County Beneficiary Deed Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included Lewis And Clark County compliant document last validated/updated 10/8/2024

Beneficiary Deed Guide

Lewis And Clark County Beneficiary Deed Guide

Line by line guide explaining every blank on the form.
Included Lewis And Clark County compliant document last validated/updated 10/8/2024

Completed Example of the Beneficiary Deed Document

Lewis And Clark County Completed Example of the Beneficiary Deed Document

Example of a properly completed form for reference.
Included Lewis And Clark County compliant document last validated/updated 7/17/2024

When using these Beneficiary Deed forms, the subject real estate must be physically located in Lewis And Clark County. The executed documents should then be recorded in the following office:

Lewis and Clark County Clerk / Recorder

316 North Park Ave, Rm 113, Helena, Montana 59623

Hours: 8:00am-5:00pm M-F

Phone: (406) 447-8337

Local jurisdictions located in Lewis And Clark County include:

  • Augusta
  • Canyon Creek
  • East Helena
  • Fort Harrison
  • Helena
  • Lincoln
  • Marysville
  • Wolf Creek

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 Lewis And Clark 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 Lewis And Clark County using our eRecording service.
Are these forms guaranteed to be recordable in Lewis And Clark County?

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Lewis And Clark 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 Lewis And Clark County that you need to transfer you would only need to order our forms once for all of your properties in Lewis And Clark County.

What are supplemental forms?

Often when a deed is recorded, additional documents are required by Montana or Lewis And Clark 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 Lewis And Clark 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 Lewis And Clark 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 Lewis And Clark 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 - ( 4420 Reviews )

Jimmy W.

November 1st, 2024

Very thorough with plenty of instructions. Nice to be able to fill in the forms on my computer at my own pace and edit if needed. Jim

Reply from Staff

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RUTH A.

October 25th, 2024

I am so very thankful for the service that you provide for the public, thank you very much.

Reply from Staff

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Nancy R.

October 25th, 2024

Deeds.com is very precise, helpful and friendly. I found the form I needed without any effort and everything worked perfect and smooth. I recommend it 100%. rnThank you.

Reply from Staff

We are delighted to have been of service. Thank you for the positive review!

Melody L.

November 8th, 2020

Beware, you cannot save the information you typed and change it later. It will be a PDF upon saving. So if you need corrections...you have to start all over!

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Madline J.

June 25th, 2020

amazing job!!

Reply from Staff

Thank you!

Christopher W.

July 29th, 2022

Completed in 1 day and no problems filing a deed in another county. Price was less than the gas I would have used, not to mention my time. Thanks

Reply from Staff

Thank you!

Sharon B.

August 11th, 2022

My questions were answered promptly. I was not able to locate the deed I was searching for because my county has not uploaded the documents to be accessed through this system. I am sure I could have found what I was looking for had the information been available through the system. Thank you for your assistance.

Reply from Staff

Thank you!

Daniel L.

September 25th, 2023

so far appears to meet my needs!

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Craig W.

August 18th, 2019

This is a great way to get paper work to the land love it

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Nancy H.

December 31st, 2018

Site was excellent and saved a trip to the County office to pick up forms.

Reply from Staff

Thank you Nancy. Glad we could help. Have a great day!

James R.

July 31st, 2019

Super website. Easy to use and stuff is well organized.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Brenda K R.

October 1st, 2021

Hello,
I like how easy the form is to follow.
I'm unsure however of how to proceed as what I am trying to do is have my name added to the deed so in event of death I have ownership.

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Christi W.

December 9th, 2020

Very simple and made recording a breeze. Worth the fee!

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Dana R.

February 20th, 2021

This site is Awesome! So easy to use and they really work fast. I will use this for all my Maricopa County Recorder items or deeds, etc. Love this site.

Reply from Staff

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Robert L.

September 28th, 2020

It was easy for me to open an account and upload a document for recording.

Reply from Staff

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