Sweet Grass County Certificate of Trust Form (Montana)

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

Certificate of Trust Form

Sweet Grass County Certificate of Trust Form

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

Certificate of Trust Guide

Sweet Grass County Certificate of Trust Guide

Line by line guide explaining every blank on the form.
Included Sweet Grass County compliant document last validated/updated 9/24/2024

Completed Example of the Certificate of Trust Document

Sweet Grass County Completed Example of the Certificate of Trust Document

Example of a properly completed form for reference.
Included Sweet Grass 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 Sweet Grass County. The executed documents should then be recorded in the following office:

Sweet Grass County Clerk / Recorder

115 West Fifth Ave / PO Box 888, Big Timber, Montana 59011

Hours: 8:00 to 5:00 M-F

Phone: (406) 932-5152

Local jurisdictions located in Sweet Grass County include:

  • Big Timber
  • Greycliff
  • Mc Leod
  • Melville

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

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

What are supplemental forms?

Often when a deed is recorded, additional documents are required by Montana or Sweet Grass 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 Sweet Grass 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 Sweet Grass 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 Sweet Grass 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.

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October 25th, 2024

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September 30th, 2020

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April 6th, 2020

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November 9th, 2021

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July 27th, 2021

Your instructions and sample are geared towards businesses. It would have been helpful to have included some for us individuals as married couples as well.
I also recall one or two spelling errors on the form that I could not fix, and the instructions seem to be for a prior form. This particular registry also required a stamped self-addressed envelope for return of documents. Hey, you asked!
Overall, pleased.

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November 15th, 2023

My overall experience was positive. Little trouble uploading documents but resolved. I had two mineral deeds to file in Arkansas, two different counties, exactly the same form, only difference being property description; one was completed, one was canceled. I emailed to inquire why and the reply was in an automatic email indicating that email address was not monitored and if further action would be taken on Deeds.com part, I would be notified. Other than that, I would recommend their services to avoid using snail mail.

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March 21st, 2020

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April 10th, 2019

great experience so far! Im using Deeds.com for e-recording. Easy to use website, document upload is a snap, you are walked through and reminded if theres something missing.

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August 9th, 2022

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July 9th, 2020

The form is easy to use. However, the quit claim deed form seems to be for parcel of land, because the word "real property" is not in the form.

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December 23rd, 2018

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