Jefferson County Beneficiary Deed Revocation 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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Revoking a Montana Beneficiary Deed

A revocation of a recorded beneficiary deed must be lawfully executed and recorded during the owner's life or it has no effect.

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.

Beneficiary deeds are nontestamentary documents that convey a potential future interest in real property, but they only become effective when the owner dies (11). Until that point, the owner retains absolute title to, control over, and use of the property, including the freedom to modify or revoke the beneficiary designation, or to sell the property to someone else. This flexibility is what makes beneficiary deeds so useful; it allows the owners to respond quickly if circumstances change. Note that if the real property is owned as joint tenants with right of survivorship and if the revocation is not executed by all the owners, the revocation is not effective unless executed by the last surviving owner (6).

If an owner executes and records more than one beneficiary deed concerning the same real property, the document recorded closest to the owner's death is the effective beneficiary deed (8). Even though the recording date directs the transfer, it makes sense to execute and record a revocation because it adds an endpoint to the original deed and helps to preserve a clear chain of title (ownership history). This is important because any perceived irregularities can add unnecessary complexity to future sales of the property.

Revoking a beneficiary deed is a simple process, but it may not be appropriate in all cases. Contact an attorney with specific questions or for complex situations.

(Montana BD Revocation 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 Revocation meets all recording requirements specific to Jefferson County.

Our Promise

The documents you receive here are guaranteed to meet or exceed the applicable Jefferson County recording format requirements. If there is a rejection caused by our formatting, we will correct the issue or refund your payment. This guarantee applies to document formatting only and does not extend to information entered by the user, the selection of the form, or the legal effect of the completed document.

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