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
Fill in the blank form formatted to comply with all recording and content requirements.
Included Lewis And Clark County compliant document last validated/updated 12/5/2024
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
Example of a properly completed form for reference.
Included Lewis And Clark County compliant document last validated/updated 11/14/2024
The following Montana and Lewis And Clark 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 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 - ( 4445 Reviews )
Dennis F.
December 20th, 2024
The release of mortgage form was OK, and accepted at the recorder's office, but there were some problems. Many of the fields to type in were too small to accept the data, and I could not find a way to change the field size or use a smaller font. Otherwise I was satisfied.
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Frazer W.
December 19th, 2024
Deeds.com does a great job getting our legal documents filed with the D.C. Recorder of Deeds.rnrnFrazer Walton, Jr.rnLaw Office of Frazer Walton, Jr.
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Ann D.
December 16th, 2024
I found what my lawyer recommended and was able to download it easily.
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Peggy G.
May 19th, 2019
This is an easy document to complete and file. Thank you for having the completed sample for review.
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Henry J.
July 15th, 2021
Worked out Great!
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WJ H.
December 6th, 2021
The Quit Claim Deed for the state of Ohio worked for me, saving me the cost of an attorney doing it. O.K., maybe that wouldn't have amounted to more than a few hundred dollars, but anywhere I thought I could save money (and learn something new on top of it) is something I want to do.
That said, be forwarned. While I'm not an attorney I'm not averse to spending many hours researching the lingo found in this kind of form and thoroughly understanding exactly how everything has to be filled in.
I should add that my ex-wife and I remain friends and she was the one giving me the property/house (thus, technically I filled out the forms on her behalf). Because there was no personal conflict, it made it easier to undertake.
Lastly, what others have said about the county office where you must file a Quit Claim Deed not being helpful, that's true in the sense that they do not want to be instructing non-attorneys on filling out the necessary forms. I did take a preliminary draft set of the forms to the county office but was VERY CAREFUL about explaining that I only needed a couple of questions answered about procedure for submitting the final documents. They were helpful once I made it clear I wasn't asking them for "legal advice". And their help was critical as the final submittals requires stopping at three different offices (MapDocuments, Auditor and finally the Recorder's office).
So I say thank you to Deeds.com. Their service for the Quit Claim Deed was invaluable.
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Kerry H.
January 31st, 2019
Good experience - Just what I needed
Thank you Kerry, have an awesome day!
Jeffrey B.
August 1st, 2021
Love Deeds.com! I was a little confused as to how to go about Quitclaiming, but you made it very easy! Thank you SO much!
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Rysta W.
June 29th, 2021
Very easy to use and great price.
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Joan E S.
June 10th, 2022
appreciate the ease of finding a group of forms without the need for a lawyer--the time and expense--for a basic transfer of joint tenancy following a death.
Thank you!
Melissa L.
August 26th, 2022
Exactly what I was looking for and easy to fill out.
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JAMES V.
August 5th, 2020
I initiated an order at 8:30PM on a Tuesday. I already had a response waiting for me when I opened my email the next morning. Very responsive. I'm very happy with this service.
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Jill M.
January 12th, 2019
This service gave me the information and guide I needed to file a Quitclaim Deed. I went through the process with no problems at all.
Thank you Jill, we appreciate your feedback.
Connie C.
February 18th, 2021
I thought the process was fairly easy. The price was reasonable. I had a slight problem, some of the words were missing from one page of the documents when I printed it. However, after I saved it to my computer, I was able to print the page in full.
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Michael M.
May 29th, 2019
My sale is a land contract and it is complicated. We were thinking we'd have to get an attorney. Your site is very thorough and helpful. We will still have an attorney look over our final papers --and we are still waiting on my deed from the bank to finalize our input. Had several questions, but they seemed to be answered as I went along. The actual process of downloading and saving and having a link went very smoothly. Thank you.
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