Montana Forms

Lake County Beneficiary Deed Form

Lake County Beneficiary Deed Form

Lake County Beneficiary Deed Form

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

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

Lake County Beneficiary Deed Guide

Line by line guide explaining every blank on the form.

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

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

Where to Record Your Documents

Lake County Clerk / Recorder
Address:
106 Fourth Ave East
Polson, Montana 59860

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

Phone: (406) 883-7208 and 7210

Recording Tips for Lake County:
  • Verify all names are spelled correctly before recording
  • White-out or correction fluid may cause rejection
  • Both spouses typically need to sign if property is jointly owned
  • Ask about their eRecording option for future transactions

Cities and Jurisdictions in Lake County

Properties in any of these areas use Lake County forms:

  • Arlee
  • Big Arm
  • Charlo
  • Dayton
  • Elmo
  • Pablo
  • Polson
  • Proctor
  • Ravalli
  • Rollins
  • Ronan
  • Saint Ignatius

View Complete Recorder Office Guide

Hours, fees, requirements, and more for Lake County

How do I get my forms?

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

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

Recording fees in Lake County vary. Contact the recorder's office at (406) 883-7208 and 7210 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 Lake County to use these forms. Documents should be recorded at the office below.

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

Our Promise

The documents you receive here will meet, or exceed, the Lake 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 Lake 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 )

Ted D.

August 17th, 2020

Very good/user friendly

Reply from Staff

Thank you!

April L.

November 13th, 2019

The warranty deed forms I received worked fine.

Reply from Staff

Thank you!

Michael G. S.

January 3rd, 2019

The process was quite easy, following the instructional guide. I have yet to find out if the deed was accepted, but your site was very user friendly.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Janice H.

June 21st, 2023

Thank you, easy to fill out forms. Now I can relax, knowing that this is done.

Reply from Staff

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Yunyan B.

November 12th, 2019

Great website, fraction of the price if doing title research elsewhere

Reply from Staff

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

John T.

October 12th, 2023

I have not completed the submission of documents yet but the initial sign up and documents were easily done and trouble free. Will update with results soon

Reply from Staff

Thank you!

Dorothy S.

November 11th, 2020

Great service and documents that solved my legal issues I was frustrated with my inability to safe my information on the template and add an extra field box. Please make those instructions more clear for future customers.

Reply from Staff

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

Lourdes O.

June 5th, 2020

Extremely efficient website. Beats going to Court House to record documents. My document was recorded in less then 24 hours! Amazing! I will be using deeds.com from now on.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

OLGA R.

October 30th, 2020

Excellent Service for E-Recording. They work with you and guide you on every aspect.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Tram V.

November 8th, 2021

This is quick, easy, and very reasonably priced. I wish I found this site before doing my living trust. I had the company who does my trust do the transfer deed and they charged an additional $329 for the deed alone.

Reply from Staff

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

Cynthia (Cindy) R.

August 24th, 2020

This has been the most seamless process I have ever experienced. Thank you for addressing my needs so quickly and professionally.

Reply from Staff

Thank you!

Lance T. W.

August 23rd, 2019

All in all an easy, cost-effective approach to simple legal work.

Reply from Staff

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Dee S.

October 24th, 2023

Great service and so quick at responding!

Reply from Staff

We are motivated by your feedback to continue delivering excellence. Thank you!

Douglas C.

July 24th, 2020

Even for a novice like me, this site was easy to use, with very clear & simple options and instructions. I wish every web site was as good!

Reply from Staff

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Brian C.

April 1st, 2019

***** so easy thanks.

Reply from Staff

Thanks Brian, we appreciate your feedback.