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 11/4/2024

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 11/14/2024

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 - ( 4434 Reviews )

James S.

November 21st, 2024

Forms used, created quitclaim deed that the county accepted without a second look (turns out they see deeds.com forms regularly via erecording and in person). Will be back for any real estate related forms I need and they carry. Will always be my first stop. Also, will use erecording next time, mad I didn't see it this time.

Reply from Staff

Thanks for the kind words James, glad we could help. Look forward to seeing you again.

Thomas G.

November 21st, 2024

Wasn’t what I expected

Reply from Staff

Sorry to hear that your expectations were missed. Your order has been canceled. We do hope that you find something more suitable to your expectations elsewhere. Do keep in mind that purchasing legal forms should not be an exploratory endeavor.

Jimmy P.

November 20th, 2024

They sent me everything I would need to do this. Easy purchase -Easy download. Great!! I'll be back here for all my document needs.

Reply from Staff

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

Marsella F.

May 20th, 2021

Thank you so much!! This is a fantastic tool!!
Marsella F.

Reply from Staff

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

Anne W.

April 8th, 2021

3 stars for ease of use on the website. Subracted 2 stars for the forms being PDFs that you are unable to complete online, they have to be printed. Very inefficient.

Reply from Staff

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

Lanette H.

September 9th, 2020

I liked getting the forms but I was charged twice for some reason. I'm not sure what happened with that. Can you reimburse me? Thank you. Lanette

Reply from Staff

Thank you for your feedback Lanette. In review, it looks like your first payment was declined, second one was approved and processed. What you are seeing is one payment and a hold placed by your financial institution for the declined attempt. We are not sure why they do this but the hold usually falls off after a few day depending on their policy. If you have further questions about this you can contact your financial institution and they will explain. Have a great day.

Johnnie G.

July 6th, 2020

We had hoped, as this was direct through our State recorder's office, State-specific data would be pre-filled in. Also there is no help when transferring the home title from a Revocable Trust to the living Trustee and new spouse (no example given, no help for which code to use). And the example doesn't match the prior deed revision format submitted by our attorney. So, not the best experience. We may have to get an attorney involved...what we were hoping to avoid

Reply from Staff

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

Armando R.

December 13th, 2022

Great service and support!

Reply from Staff

Thank you!

Elizabeth B.

February 3rd, 2020

Excellent product! Easy to fill out, complete directions. I highly recommend.

Reply from Staff

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

Theresa M.

August 12th, 2023

Simple and quick service!!

Reply from Staff

Thank you!

Charles G.

August 14th, 2022

Easy to request. Fast response

Reply from Staff

Thank you!

Gary M.

April 18th, 2020

Death of JT form was excellent. You have the best documents out there. I wish I could have read the sample just so I knew my information was entered correctly. Real problem is County wants a bar code on documents to get recorded. Now?
Need four deed forms so the expense starts to be prohibitive. I would rather pay more and get multiple access.

Reply from Staff

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

Suzanne W.

July 10th, 2020

Excellent service, knowledgeable, and quick responses. I'll be using this service again for any future filing needs. WAY better than going to the filing office in person!

Reply from Staff

Thank you so much for the kind words Suzanne, glad we could help.

Allen H.

April 30th, 2021

Your program was invaluable to us, I used it for my Mom's estate and when she passed the transition was seamless and no probate was involved. I am going to use this for myself to transfer my property over to my children in upon my death. Can't say enough positive things about it.

Thanks,

Allen

Reply from Staff

Thank you!

Catherine M.

April 30th, 2021

Great service, very efficient and super fast.

Reply from Staff

Thank you!