Montana Forms

Fallon County Beneficiary Deed Form

Fallon County Beneficiary Deed Form

Fallon County Beneficiary Deed Form

Fill in the blank form formatted to comply with all recording and content requirements.

Document Last Validated 8/18/2025
Fallon County Beneficiary Deed Guide

Fallon County Beneficiary Deed Guide

Line by line guide explaining every blank on the form.

Document Last Validated 2/17/2025
Fallon County Completed Example of the Beneficiary Deed Document

Fallon County Completed Example of the Beneficiary Deed Document

Example of a properly completed form for reference.

Document Last Validated 6/27/2025

All 3 documents above included • One-time purchase • No recurring fees

Immediate Download • Secure Checkout

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

Where to Record Your Documents

Fallon County Clerk / Recorder
Address:
10 West Fallon Ave / PO Box 846
Baker, Montana 59313

Hours: 8:00am-5:00pm M-F

Phone: (406) 778-7106

Recording Tips for Fallon County:
  • Ensure all signatures are in blue or black ink
  • Double-check legal descriptions match your existing deed
  • Leave recording info boxes blank - the office fills these

Cities and Jurisdictions in Fallon County

Properties in any of these areas use Fallon County forms:

  • Baker
  • Plevna
  • Willard

View Complete Recorder Office Guide

Hours, fees, requirements, and more for Fallon County

How do I get my forms?

Forms are available for immediate download after payment. The Fallon 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 Fallon County?

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Fallon 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 Fallon 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 Fallon County?

Recording fees in Fallon County vary. Contact the recorder's office at (406) 778-7106 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 Fallon County to use these forms. Documents should be recorded at the office below.

This Beneficiary Deed meets all recording requirements specific to Fallon County.

Our Promise

The documents you receive here will meet, or exceed, the Fallon 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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