Missoula County Beneficiary Deed Form (Montana)

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

Beneficiary Deed Form

Missoula County Beneficiary Deed Form

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

Beneficiary Deed Guide

Missoula County Beneficiary Deed Guide

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

Completed Example of the Beneficiary Deed Document

Missoula County Completed Example of the Beneficiary Deed Document

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

When using these Beneficiary Deed forms, the subject real estate must be physically located in Missoula County. The executed documents should then be recorded in one of the following offices:

Missoula County Recorder / Clerk

Courthouse - 200 West Broadway, Missoula, Montana 59802

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

Phone: (406) 258-4752

Address for FedEx & UPS Deliveries:

199 W Pine St, Missoula, Montana 59802

Hours: (use either address for USPS mail)

Phone:

Local jurisdictions located in Missoula County include:

  • Bonner
  • Clinton
  • Condon
  • Frenchtown
  • Huson
  • Lolo
  • Milltown
  • Missoula
  • Seeley Lake

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 Missoula 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 Missoula County using our eRecording service.
Are these forms guaranteed to be recordable in Missoula County?

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

What are supplemental forms?

Often when a deed is recorded, additional documents are required by Montana or Missoula 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 Missoula 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 Missoula 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 Missoula 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

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

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

We deeply appreciate the trust you have placed in our services. Thank you for your valuable feedback and for choosing us.

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!

Jack S.

March 5th, 2019

This is a great service and fairly priced.

Reply from Staff

Thank you Jack. hope you're having a great day!

Mario G.

November 3rd, 2021

Very courteous staff, and helpful didn't take any time for someone to assist me on my needs Thank you so much.

Reply from Staff

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

Gary M.

February 13th, 2024

This was such an easy experience

Reply from Staff

We are grateful for your feedback and looking forward to serving you again. Thank you!

Jayne C.

April 23rd, 2023

It was very easy to navigate and find what I needed. Very happy with the app.

Reply from Staff

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

Cindy H.

January 16th, 2021

It was easy and quick. Such a pleasure to use since we live out of town. So convenient. Definitely would recommend.

Reply from Staff

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

Peggy D.

August 26th, 2021

Very helpful in finding the information for me. Quick response.
Very easy to use the forms.

Reply from Staff

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

Claudia S.

January 24th, 2023

Very user friendly! Processing is very fast. I would highly recommend using Deed's.

Reply from Staff

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

Patricia W.

October 1st, 2020

The technology and service was excellent. The content was too limited. I was seeking to find out about 61b deeds on the property and that was not provided.

Reply from Staff

We appreciate your feedback Patricia.

Owen w.

January 5th, 2021

Was very pleased with execution of the forms. Easy to understand and was hassle free.

Reply from Staff

Thank you!

Laryn A.

March 3rd, 2020

Very happy with the beneficiary deed forms packet. It was helpful to have an example of a properly filled out form. The only suggestion would be is to show where the exemption code should be placed on the form.

Reply from Staff

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

CORA T.

January 17th, 2022

very convenient and quick access

Reply from Staff

Thank you!

Giustino C.

May 27th, 2020

I am pleased with this electronic service in making a time sensitive deed transfer since very few options exist currently with the Covid 19 Crisis. This was the only rapid and available option to record the deed transfer and the fee was reasonable. I was able to upload my notarized and executed document and had a record number as well as the official document within 24 hours. It was simple and easy to use. Thank you deeds.com!!

Reply from Staff

Thank you Giustino, glad we could help.