Carbon County Beneficiary Deed Form

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

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

Carbon 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
Immediate Download • Secure Checkout
Additional Montana and Carbon County documents included at no extra charge:
Where to Record Your Documents
Carbon County Clerk / Recorder
Red Lodge, Montana 59068
Hours: 8:00am-5:00pm M-F
Phone: (406) 446-1220
Recording Tips for Carbon County:
- Ask if they accept credit cards - many offices are cash/check only
- Verify all names are spelled correctly before recording
- Check margin requirements - usually 1-2 inches at top
- Recorded documents become public record - avoid including SSNs
- Bring extra funds - fees can vary by document type and page count
Cities and Jurisdictions in Carbon County
Properties in any of these areas use Carbon County forms:
- Bearcreek
- Belfry
- Boyd
- Bridger
- Edgar
- Fromberg
- Joliet
- Red Lodge
- Roberts
- Roscoe
Hours, fees, requirements, and more for Carbon County
How do I get my forms?
Forms are available for immediate download after payment. The Carbon 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 Carbon County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Carbon 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 Carbon 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 Carbon County?
Recording fees in Carbon County vary. Contact the recorder's office at (406) 446-1220 for current fees.
Questions answered? Let's get started!
A beneficiary deed must be lawfully executed and recorded during the owner's life or it has no effect.
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 (11) that convey a potential future interest in real property, but they only become effective when the owner dies. Until that point, the owner retains absolute title to, control over, and use of the property, including the freedom to change or revoke the beneficiary designation, or to sell the property to someone else (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).
Note that if the real estate is held as joint tenancy with the right of survivorship, all co-owners should sign the deed or the future transfer might be voided. Review the statute carefully and contact an attorney with questions before executing a beneficiary deed for jointly-held property (4).
Grantee beneficiaries are the declared recipients of the real estate, but they have no rights to or interest in it until the owner's death. They gain title according to the owner's instructions as stated on the recorded deed. By accepting the transfer, beneficiaries become bound to fulfill any obligations, including mortgages or financial agreements associated with the land during the owner's life (1). These obligations may also include a claim against the property by the state for Medicaid benefit reimbursement (7). The signature, consent, or agreement of, or notice to, a grantee beneficiary of a beneficiary deed is not required for any purpose during the lifetime of the owner (10).
Two or more grantee beneficiaries may hold title as tenants in common, joint tenants, or any other form of ownership allowed by Montana laws (2). Owners may also specify one or more successor beneficiaries in case the primary ones are unable or unwilling to accept the transfer after the owner's death (3).
Beneficiary deeds are convenient, flexible tools to include in an overall estate plan, but they may not be appropriate for everyone. Contact an attorney with specific questions or for complex situations.
(Montana BD Package includes form, guidelines, and completed example)
Important: Your property must be located in Carbon County to use these forms. Documents should be recorded at the office below.
This Beneficiary Deed meets all recording requirements specific to Carbon County.
Our Promise
The documents you receive here will meet, or exceed, the Carbon 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 Carbon 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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September 22nd, 2020
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Hi William, thank you for your review. We’re glad the form worked well for you. We understand it may seem simple on the surface, but Transfer on Death Deeds—especially in New York—require precise language and adherence to both state and county-level rules. Our forms are attorney-prepared, regularly reviewed for legal compliance, and include helpful instructions to reduce the risk of costly filing errors. We appreciate your feedback and hope the document serves its purpose smoothly.
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