Montana Forms

Jefferson County Beneficiary Deed Form

Jefferson County Beneficiary Deed Form

Jefferson County Beneficiary Deed Form

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

Validated 7/22/2025 Preview Form
Jefferson County Beneficiary Deed Guide

Jefferson County Beneficiary Deed Guide

Line by line guide explaining every blank on the form.

Validated 2/17/2025 Preview Form
Jefferson County Completed Example of the Beneficiary Deed Document

Jefferson County Completed Example of the Beneficiary Deed Document

Example of a properly completed form for reference.

Validated 6/27/2025 Preview Form

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

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

Where to Record Your Documents

Jefferson County Clerk / Recorder
Address:
201 West Centennial Ave / PO Box H
Boulder, Montana 59632

Hours: 8:00 to 12:00 & 1:00 to 5:00 Mon-Fri

Phone: (406) 225-4020

Recording Tips for Jefferson County:
  • Check that your notary's commission hasn't expired
  • Verify all names are spelled correctly before recording
  • Recording fees may differ from what's posted online - verify current rates
  • Bring extra funds - fees can vary by document type and page count

Cities and Jurisdictions in Jefferson County

Properties in any of these areas use Jefferson County forms:

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

View Complete Recorder Office Guide

Hours, fees, requirements, and more for Jefferson County

How do I get my forms?

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

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

Recording fees in Jefferson County vary. Contact the recorder's office at (406) 225-4020 for current fees.

Have other questions? Contact our support team

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 Jefferson County to use these forms. Documents should be recorded at the office below.

This Beneficiary Deed 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.

Save Time and Money

Get your Jefferson 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.

4.8 out of 5 - ( 4572 Reviews )

James S.

December 2nd, 2020

It worked great. But it turns out I didn't need it.

Reply from Staff

Thank you!

Sandra H.

February 26th, 2019

I am a retired attorney. I chanced upon this website while looking for a Florida Lady Bird Deed Form. It conforms to Florida Law and was exactly what I needed. The forms are easy to obtain and even easier to use and print out.

Reply from Staff

Thank you so much Sandra, we really appreciate your feedback.

Brenda W.

June 30th, 2021

Good.

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

James B.

July 31st, 2019

Your website is very easy to use. No problem downloading the forms.

Reply from Staff

Thank you!

Ashley D.

March 4th, 2021

Was able to print my documents immediately. Documents included deed form, a guide, a sample document, etc. Very helpful!

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Christopher G.

August 20th, 2020

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Reply from Staff

Thank you Christopher, glad we could help. Have a great day!

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March 12th, 2022

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Reply from Staff

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April 6th, 2021

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Reply from Staff

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Joseph S.

March 31st, 2022

The website was very easy to use. I rate it a five star

Reply from Staff

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Timothy M.

June 2nd, 2019

I like what I see so far!

Reply from Staff

Thank you!

Mary D.

March 29th, 2021

LOVE this site.. easy to use and very very quick to record

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Shannon D.

November 4th, 2020

Extremely easy site to use. We had our document e-recorded the same day and we didn't have to make a trip downtow!

Reply from Staff

Thank you!

Morgan K.

August 24th, 2021

When I brought this deed to the county assessor, they were so impressed that I had done it correctly on my first try, and said they wished everyone would do such a good job on their paperwork.

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Lillian B.

October 27th, 2022

Easy peasy

Reply from Staff

Thank you!

Jeffrey G.

April 21st, 2021

The documents requested were perfect! Very helpful, with instructions on how to complete and submit and unique to the county. They provided additional helpful documents that I would not have thought to ask for. Great job!

Reply from Staff

Thank you!