Beaverhead County Certificate of Trust Form (Montana)

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

Certificate of Trust Form

Beaverhead County Certificate of Trust Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included Beaverhead County compliant document last validated/updated 11/1/2024

Certificate of Trust Guide

Beaverhead County Certificate of Trust Guide

Line by line guide explaining every blank on the form.
Included Beaverhead County compliant document last validated/updated 11/19/2024

Completed Example of the Certificate of Trust Document

Beaverhead County Completed Example of the Certificate of Trust Document

Example of a properly completed form for reference.
Included Beaverhead County compliant document last validated/updated 6/26/2024

When using these Certificate of Trust forms, the subject real estate must be physically located in Beaverhead County. The executed documents should then be recorded in the following office:

Beaverhead County Clerk / Recorder

2 South Pacific St, Suite 3, Dillon, Montana 59725

Hours: 8:30 to 4:00 M-F

Phone: (406) 683-3720

Local jurisdictions located in Beaverhead County include:

  • Dell
  • Dillon
  • Glen
  • Jackson
  • Lima
  • Polaris
  • Wisdom
  • Wise River

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

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Beaverhead County including margin requirements, content requirements, font and font size requirements.

Can the Certificate of Trust 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 Beaverhead County that you need to transfer you would only need to order our forms once for all of your properties in Beaverhead County.

What are supplemental forms?

Often when a deed is recorded, additional documents are required by Montana or Beaverhead 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 Beaverhead County Certificate of Trust 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.

The certification of trust in Montana is an affidavit containing sworn statements made by the trustee or trustees of a trust.

In a trust arrangement, a settlor entrusts property to a trustee for the benefit of a beneficiary. The trustee is the administrator of the trust's assets.

Instead of furnishing the trust instrument (an unrecorded document containing the trust's provisions, including the designation of the trust's beneficiary) the certificate is an abstract supplying only the relevant information required of the trustee in order to prove his authority to enter into a transaction on the trust's behalf.

Codified under the Montana Uniform Trust Code at 72-38-1013, the certification of trust contains basic information, such as the trust's name, date, settlor, and each trustee's name and address. The certificate verifies that the trust exists and that the trustee is authorized to act by providing a description of the trustee's powers relating to the pending action.

For example, a trustee may furnish a certificate when conveying real property held in a living trust. When used in real property transactions, a recorded certificate fulfills the requirements under Mont. Code Ann. 72-38-1111 for a valid transfer of real property by a trustee. When used for transactions involving real property, the certificate should also include the legal description of the parcel subject to the transaction.

The certificate must also designate whether or not the trust is revocable, and who, if any, has authority to revoke the trust. For trusts with multiple trustees, the document also specifies which trustees have signing authority, and how many are required in order to execute the trustee's powers. The certificate also cites the governing law under which the trust was formed.

Mont. Code Ann. 72-38-1013 provides that the certificate can be signed by any trustee, and signatures must be acknowledged if the document is recorded. When used in real property transfers under 72-38-1111, each acting trustee must sign before the document is recorded, and the certificate should meet all requirements of form and content for recording documents in Montana under 7-4-2636.

Recipients of the certificate can request, in addition, excerpts and/or later amendments from the trust instrument which name the trustee and confer the relevant powers upon the trustee. Requesting the entire trust document exposes the person making the request to certain liabilities ( 72-38-1013(8)).

Finally, the certificate contains a statement confirming that the trust has not been modified in any way that would cause the statements made within to be inaccurate, and the recipient "may assume without inquiry the existence of the facts contained" within ( 72-38-1013(6)).

Consult a lawyer with any questions and for professional guidance regarding certifications of trust in Montana, as each situation is unique.

(Montana COT Package includes form, guidelines, and completed example)

Our Promise

The documents you receive here will meet, or exceed, the Beaverhead 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 Beaverhead County Certificate of Trust 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!

Carolyn G.

September 1st, 2021

I was extremely pleased with this experience, which literally took a minimum amount of time. One recommendation: make certain that when documents are uploaded that they have been received in the appropriate file. The lack of clarity caused me to upload twice or three times. Thank you.

Reply from Staff

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

William M.

February 27th, 2019

I got what I needed and did exactly what I needed. All legal and no hassle. Thanks Deeds.com, you made the job much easier.

Reply from Staff

Thank you!

Kathy Ann M.

June 26th, 2020

Got the report.
However, Retrieving process was not clear.

Reply from Staff

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

Susan Mary S.

August 24th, 2020

Thank you for the thorough assortment of forms!

Reply from Staff

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

Elizabeth R.

April 20th, 2023

It was easy to download and save the Revocation of Beneficiary of Deed form. The example and instructions helped a lot. When I went to file with the county clerk's office, she read through it carefully and said "perfect" when she was through. Thank you for making it so easy!

Reply from Staff

Thank you!

Julie D S.

January 24th, 2020

thank you for all the forms

Reply from Staff

Thank you!

Sherry C.

September 9th, 2020

The experience was great. It was so easy to get my document recorded and it was done the same day!

Reply from Staff

Thank you!

Jeff R.

December 10th, 2020

Easy process to receive service. thank you

Reply from Staff

Thank you!

sharon s.

October 22nd, 2020

great site for downloading forms

Reply from Staff

Thank you!

Philip S.

May 2nd, 2019

You're service saved the day! I had gone to several lawyers and title companies who all said, at a Minimum, preparing a deed costs $1000...
Through your service and some work reading about the requirements as well as calling my county clerks office, I was able to complete the deed and it read accepted and recorded today!
Thanks so much.

Reply from Staff

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

Donald C.

August 7th, 2020

As promised, my forms were immediately ready for download. The forms were exactly what i wanted. I couldnt be happier and i cant even guess how much money i saved. They were even formatted to the exact font, spacing and margin used by my county. It is obvious a lot of time and effort was put into the preparation of these documents. They are absolutely perfect. Check it out, you wont be disappointed and the price is much less than i expected.
Don caldwell

Reply from Staff

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

Richard O.

June 2nd, 2020

Thank you for providing this service. It was quick and easy.

Reply from Staff

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