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 11/4/2024

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 11/14/2024

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 - ( 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.

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Rodrigo M.

September 10th, 2022

Excellent service

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Thank you!

edward d.

March 19th, 2023

used before awesome forms

Reply from Staff

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Galina K.

June 9th, 2023

Was fast and easy to get the forms with instructions on how to fill them out.

Reply from Staff

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Michael M.

April 30th, 2019

Easy to follow directions and instructions to properly and legally fill-in the Deed that I requested. It was also very easy and convenient. If I was going to employ an Attorney or Legal Documents Preparer, they would easily charge me between $150 to $225 a Deed! For the cost of $19.97, anyone would pursue this price! Thank you, Deeds.com for a wonderful and terrific experience! I'm going to need you again to change Titles for my other Investment Properties.

Reply from Staff

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John W.

June 3rd, 2021

The Staff are very helpful if needed and the process is amazingly simple and efficient!

Reply from Staff

Thank you!

Carlin L.

March 14th, 2019

I have yet to have my Certification of Trust notarized nor have I gone to my bank to see if it's acceptable I hope it will be it was rather easy to do thank you so much.

Reply from Staff

Thank you for your feedback Carlin.

William K.

May 21st, 2019

I filled out the Xfer on Death Deed and turned it in to the County Recorder - everything went well. I did NOT like the Huge Print over like a stamp of "DEEDS.COM" on some of the material - it just made it hard to read.

Reply from Staff

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Stephen D.

April 17th, 2020

I recommend you add a box "Add another document or package." The way it is now confused me, so I uploaded the same document two more times, thinking the upload failed the first two times.

Reply from Staff

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Coralis M.

September 2nd, 2021

Fast, efficient and professional service! Thanks

Reply from Staff

Thank you!

maria b.

November 1st, 2020

really easy and and helpful.



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Kimberly M.

May 20th, 2019

Great service once again from Deeds.com. I will be using them again in the future.

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Lynn B.

June 15th, 2022

Their customer service is impressive to say the least. I sent them an email and I received a response that the issue had been resolved in under an hour. They even apologized for the inconvenience. I haven't used the forms I purchased yet but if they are anything like their Customer service, I know I will be extremely satisfied with my purchase. I will definitely return here for ALL my needs they can provide for in the future.

Reply from Staff

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