Jefferson County Beneficiary Deed Affidavit of Death Form

Additional Montana and Jefferson County documents included at no extra charge:

Where to Record Your Documents

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Cities and Jurisdictions in Jefferson County

Properties in any of these areas use Jefferson County forms:

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

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Transferring Title under a Montana Beneficiary Deed

In 2007, 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. The statute outlines the requirements for a beneficiary to gain ownership of real property from a beneficiary deed at 72-6-121(12).

The process involves completing and recording an affidavit of death. This document must contain the information specified in 7-4-2613(1)(c), including recording details from the beneficiary deed, a full legal description of the property interest, names and addresses of all surviving grantee beneficiaries, and evidence of the owner's death. In addition, attach an official copy of the deceased owner's death certificate. When the affidavit of death is completed and notarized, submit it to the clerk and recorder in each county in which the real property or any part of the real property is located.

Beneficiaries take ownership of the property subject to any mortgages, taxes, and obligations of record (1), including claims from the department of public health and human services may assert a claim pursuant to 53-6-167 for medical assistance (7). Because of these or other reasons, some beneficiaries may decide not to accept the transfer. In that case, follow the procedures outlined in 72-2-811 to disclaim the interest.

Each circumstance is unique, so contact an attorney with specific questions or for complex situations.

(Montana BD Affidavit of Death Package includes form, guidelines, and completed example)

Important: Your property must be located in Jefferson County to use these forms. Documents should be recorded at the office below.

This Beneficiary Deed Affidavit of Death meets all recording requirements specific to Jefferson County.

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.

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Get your Jefferson County Beneficiary Deed Affidavit of Death 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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