Summit County Beneficiary Deed Form

Summit County Beneficiary Deed Form
Fill in the blank form formatted to comply with all recording and content requirements.

Summit County Beneficiary Deed Guide
Line by line guide explaining every blank on the form.

Summit County Completed Example of the Beneficiary Deed Document
Example of a properly completed form for reference.
All 3 documents above included • One-time purchase • No recurring fees
Additional Colorado and Summit County documents included at no extra charge:
Where to Record Your Documents
Summit County Clerk and Recorder
Breckenridge, Colorado 80424
Hours: 8:00 to 5:00 Mon-Fri
Phone: (970) 453-3475
Recording Tips for Summit County:
- Ask if they accept credit cards - many offices are cash/check only
- Verify all names are spelled correctly before recording
- If mailing documents, use certified mail with return receipt
Cities and Jurisdictions in Summit County
Properties in any of these areas use Summit County forms:
- Breckenridge
- Dillon
- Frisco
- Silverthorne
Hours, fees, requirements, and more for Summit County
How do I get my forms?
Forms are available for immediate download after payment. The Summit County forms will be in your account ready to download to your computer. An account is created for you during checkout if you don't have one. Forms are NOT emailed.
Are these forms guaranteed to be recordable in Summit County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Summit County including margin requirements, content requirements, font and font size requirements.
Can I reuse these forms?
Yes. You can reuse the forms for your personal use. For example, if you have multiple properties in Summit County you only need to order once.
What do I need to use these forms?
The forms are PDFs that you fill out on your computer. You'll need Adobe Reader (free software that most computers already have). You do NOT enter your property information online - you download the blank forms and complete them privately on your own computer.
Are there any recurring fees?
No. This is a one-time purchase. Nothing to cancel, no memberships, no recurring fees.
How much does it cost to record in Summit County?
Recording fees in Summit County vary. Contact the recorder's office at (970) 453-3475 for current fees.
Have other questions? Contact our support team
Beneficiary deeds in Colorado are governed by C.R.S. 15-15-401, et seq. (2012).
Under this statute, which was signed into law in 2004, a beneficiary deed is defined as "a deed, subject to revocation by the owner, which conveys an interest in real property and which contains language that the conveyance is to be effective upon the death of the owner and which may be in substantially the form described in section 15-15-404" (15-15-401(1)). To expand on this rather bare-bones definition, beneficiary deeds are useful estate planning tools that allow an individual who owns real estate in Colorado to pass that property to one or more designated grantee beneficiaries, but only after the owner's death. Note that this is a non-testamentary transfer, however, which means it is not included in a will, nor can it be cancelled by one (15-15-404(1), 15-15-405(4)). In addition, the conveyance is finalized without need for probate supervision.
The aspect of beneficiary deeds that makes them unique (and differentiates them from an ordinary life estate or joint tenancy deed) is the fact that the owner retains absolute ownership of and control over the property during his/her lifetime, and may revoke or change the beneficiary designation at will, without any obligation to notify the current grantee beneficiary (15-15-402). There is generally no consideration involved with these instruments because the future interest is not guaranteed. In fact, there is not even an obligation to inform the grantee beneficiary about the deed in the first place.
To revoke an executed and recorded beneficiary deed, the owner has two options:
1. Complete and record a revocation form (15-15-405(1)).
2. Complete and record another beneficiary deed, granting the land to someone else when the owner dies (15-15-405(2)).
Both options require that the revised instruments must be recorded during the owner's life to take effect, and any changes to the beneficiary designation are applied in order of execution, not by the recording date (15-15-405(3)). Even so, an unrecorded but executed revocation or modified beneficiary deed is void.
While beneficiary deeds are relatively straightforward instruments, there are a few important things to keep in mind about them:
- To take effect, the executed beneficiary deed must be recorded "prior to the death of the owner in the office of the clerk and recorder in the county where the real property is located" (15-15-404(1)).
- According to 15-15-403, no "person who is an applicant for or recipient of medical assistance for which it would be permissible for the department of health care policy and financing to assert a claim pursuant to section 25.5-4-301 or 25.5-4-302, C.R.S., shall be entitled to such medical assistance if the person has in effect a beneficiary deed. Notwithstanding the provisions of section 15-15-402 (1), the execution of a beneficiary deed by an applicant for or recipient of medical assistance as described in this section shall cause the property to be considered a countable resource in accordance with section 25.5-4-302 (6), C.R.S., and applicable rules."
- If the property identified on the beneficiary deed is held in joint ownership, 15-15-408 states that "title to the interest shall vest in the designated grantee-beneficiary only if the joint tenant-grantor is the last to die of all of the joint tenants of such interest. If a joint tenant-grantor is not the last joint tenant to die, the beneficiary deed shall not be effective, and the beneficiary deed shall not make the grantee-beneficiary an owner in joint tenancy with the surviving joint tenant or tenants. A beneficiary deed shall not sever a joint tenancy."
A word about grantee beneficiaries:
In most cases, the owner leaves the property to a family member. The statute does not, however, limit the conveyance to relatives. It defines grantee beneficiaries as "one or more persons or entities capable of holding title to real property designated in a beneficiary deed to receive an interest in real property upon the death of the owner. "Grantee-beneficiary" includes, but is not limited to, a successor grantee-beneficiary" (15-15-401(3)). If one or more named grantee beneficiaries are part of the owner's family, they are frequently identified as such for additional clarity.
Many owners wish to designate one or more successor grantee beneficiaries, in case the original one(s) are unable or unwilling to accept the real estate. If no successor is named and "one of multiple grantee-beneficiaries fails to survive the owner, and no provision for such contingency is made in the beneficiary deed, the share of the deceased grantee-beneficiary shall be proportionately added to, and pass as a part of, the shares of the surviving grantee-beneficiaries" (15-15-407(5)). Further, if no successor is named and there are no previously identified grantee beneficiaries in whom to vest title, the property typically reverts back to the deceased owner's estate for probate distribution.
As defined in 15-15-414, a "grantee-beneficiary may refuse to accept all or any part of the real property interest described in a beneficiary deed. A grantee-beneficiary may disclaim all or any part of the real property interest described in a beneficiary deed by any method provided by law. If a grantee-beneficiary refuses to accept or disclaims any real property interest, the grantee-beneficiary shall have no liability by reason of being designated as a grantee-beneficiary under this part 4."
Overall, Colorado beneficiary deeds are useful estate planning tools that can streamline the process of conveying ownership of real property to one or more designated grantee beneficiaries, free from the cost and complication of probate. They may, however, have an impact on taxes as well as eligibility for asset-based local, state, or federal programs. To ensure the most favorable outcome, carefully consider the associated risks and advantages before finalizing this or any other estate planning decision.
(Colorado Beneficiary Deed Package includes form, guidelines, and completed example)
Important: Your property must be located in Summit County to use these forms. Documents should be recorded at the office below.
This Beneficiary Deed meets all recording requirements specific to Summit County.
Our Promise
The documents you receive here will meet, or exceed, the Summit 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 Summit 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.
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Jill R.
May 12th, 2025
So helpful and extremely responsive. Such a convenient way to record deeds.
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April 8th, 2022
Thank you for this excellent website. Obtaining appropriate forms was very easy. Thank you!
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November 17th, 2019
I liked that the documents could be filled in on my computer. All the documents came out nice, better than I expected really.
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July 26th, 2021
The process of finding exactly what was needed was pretty painless.
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June 18th, 2022
Clean crisp website with helpful information; however. If the site states the following files are included, a single .zip, .rar, , ,download should be available instead of individual.
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Larry H.
March 29th, 2019
Wow! So easy and such a cost savings. Thanks
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Connie H.
January 18th, 2019
I really appreciated the detailed instructions provided with the document. The instructions made it easy to fill it out correctly. Filed the document with the courthouse the next day and have received confirmation that it has been filed.
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William M.
February 27th, 2019
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January 9th, 2024
Quick, painless, and they communicated with me during the entire process. I will certainly be suing them again.
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Marina M.
April 16th, 2022
Very easy to choose template and download. The price seems fair. Not sure the section on the deed for 6 witnesses is necessary....
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Sven S.
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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May 23rd, 2022
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linda l.
August 10th, 2020
I was very impressed with the Mineral Deed form, especially with the instructions to fill it out AND a copy of a completed for to compare against. This definitely saved me money for an attorney. The one thing I don't understand, though, is why I could not save the completed Deed to my hard drive. I did have to change a few things after the fact and I had to re-type the entire page to make the corrections. If not for this, I would definitely rate the forms and instructions as a 5 star.
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willie B.
May 21st, 2019
I love how you can get information you need online great program ,outstanding just love it....
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lee s.
March 21st, 2019
Over all quality of document was good. The issue I had was where it states claimant did not have a contract with the owner or their agent. I did have a contract with their agent, and there was no option for both. So had improvise.
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