Jefferson County Trustee Deed Form (Montana)

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

Trustee Deed Form

Jefferson County Trustee Deed Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included Jefferson County compliant document last validated/updated 10/16/2024

Trustee Deed Guide

Jefferson County Trustee Deed Guide

Line by line guide explaining every blank on the form.
Included Jefferson County compliant document last validated/updated 9/12/2024

Completed Example of the Trustee Deed Document

Jefferson County Completed Example of the Trustee Deed Document

Example of a properly completed form for reference.
Included Jefferson County compliant document last validated/updated 9/9/2024

When using these Trustee Deed forms, the subject real estate must be physically located in Jefferson County. The executed documents should then be recorded in the following office:

Jefferson County Clerk / Recorder

201 West Centennial Ave / PO Box H, Boulder, Montana 59632

Hours: 8:00 to 12:00 & 1:00 to 5:00 Mon-Fri

Phone: (406) 225-4020

Local jurisdictions located in Jefferson County include:

  • Basin
  • Boulder
  • Cardwell
  • Clancy
  • Jefferson City
  • Whitehall

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

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

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

What are supplemental forms?

Often when a deed is recorded, additional documents are required by Montana or Jefferson 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 Jefferson County Trustee 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.

Transferring Real Property from a Living Trust in Montana? Use a Trustee's Deed

In Montana, a trustee uses a trustee's deed to convey property held in a living trust. This trustee's deed is different from a trustee's deed to the purchaser at the trustee's sale.

A living trust is an estate planning tool that allows the trust maker to determine what happens to their assets upon death.

The living trust relationship involves three parties: the settlor (trust maker), who establishes the trust and funds it with assets (including real property); the trustee, who holds title to the property on behalf of the trust; and the beneficiary, who has a present or future interest in the property held in trust. The settlor is able to revoke a living trust up until his death, at which point the trust becomes irrevocable.

The trust is established by a trust instrument executed by the settlor. The instrument names the trustee -- whether an individual, multiple people, or a corporate trustee --, the beneficiaries, and the trust's terms or provisions. Because the trust cannot technically hold title, property transferred into it is titled in the name of the trustee on behalf of the trust.

The trustee's power to convey trust property is codified under the Montana Uniform Trust Code at 72-38-816(2). In Montana, the trustee's deed is a type of quitclaim deed, and so contains no warranties of title.

The deed names the acting trustee as the grantor, the trust's name and the date of the instrument establishing the trust, and, after recording, transfers title to the grantee. The document should meet all requirements of form and content for documents affecting real property in the state of Montana, including the legal description of the property being conveyed. The trustee must sign the deed in the presence of a notary public before recording.

If the recipient of a trustee's deed requests it, a trustee may also confirm his authority to enter into real property transactions by providing a recorded affidavit under Mont. Code Ann. 72-38-1111.

Contact an attorney with questions regarding living trusts and trustee's deeds in the State of Montana.

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

Our Promise

The documents you receive here will meet, or exceed, the Jefferson 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 Jefferson County Trustee 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.

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